Sabitlenmiş Tweet
I’m verified on X! If you enjoy reading content on stocks, crypto, collectibles & alternative investments, I’d appreciate you giving me a follow.
Road to 1000 followers in 2025 is in progress 🍻
English
Paytient Mindset
2.7K posts
Paytient Mindset
@PaytientMindset
Investing with a Paytient Mindset 🧠📈 | Writing on stocks, crypto, finance, life, & whatever is on my mind | Posts are my own, not a financial recommendation
X Katılım Nisan 2020
262 Takip Edilen442 Takipçiler
I’m not predicting this but just saying it is conceivable to me that in the world of AI, a company could raise private capital at a $1 trillion valuation and that same company could go to zero.
English
This guy clapped at me. I clapped back. We then spoke.
So I funded his two daughters’ college accounts.
I hope the kids become better investors than their dad! But in all seriousness, I also think he was very mature in how he internalized our conversation.
Onwards!
Parabolic 🇺🇸@0xParabolic_
1/ A lot of people saw my replies to @chamath so I want to make something clear. I fucked up. I’m fully aware any losses I incurred are on me and I’m not here looking for pity. I made those investments and I’ll have to live with that decision.
English
Paytient Mindset retweetledi
@michaeljburry @bubbleboi Agree with the Apple take.
Disagree with the Tesla take.
There are two sides to every story.
English
@signulll ???
signüll@signulll
the new robinhood card might be one of the best deals in finance. this makes me want to cancel amex & a bunch of other cards right away. i currently use the us bank 4% cash back card, but this beats it in almost every way. the best part is never ever having to play the miles & mileage redemption game. if vlad ever adds a way to pay rent or mortgage with it, the shitty bilt card becomes completely irrelevant overnight too.
QAM
sorry to report everyone but the robinhood platinum card is actually bad. like, worse than the obvious competitors, which is a weird achievement.
first robinhood launch in a while that’s left me disappointed, otherwise i am a giant fan of the company.
my only interest in credit cards is that i’d like to never think about which card to use for what & never have to jump through hoops to redeem rewards. this fails at both.
English
@chamath @J_Pugh_13 @dougboneparth If you can’t even make money for retail investors at the bottom of the food chain, why would institutions trust your scamming ass?
Bezos and Musk have returned more wealth to retail investors than your ass could do in a lifetime.
English
@J_Pugh_13 @dougboneparth As I have stated many times now, retail investors should stay far away from every investment I make from now on. Forever.
You do you.
I only want to work with institutions and other family offices and SWFs.
English
Why is everyone so mad at Chamath? All he did was lose billions in retail investors’ money by promoting one-pager SPACs. It’s not like he then told them to enjoy their capital losses or anything. Give the man a break.
English
Apologies to all those that fell for the rage bait.
My Clawdbot sent an alarm that my follower growth was down 5% vs counterfactual so we course corrected.
We are now back on track.
Thank you for your attention to this matter!
English
English
@nick_vladkis @troyhouse Then you generated capital losses. Did you use those yet??
English
What happened at Social Capital was several things:
1) Personally, I was going through a divorce. It was a very hard time.
2) My ostensible “cofounders” spent more time jostling for board seats and credit for deals with outsiders vs doing good work and mentoring a team. They made the place a political snake pit - something that I had unfortunately allowed to happen. So I killed the snake.
3) It was increasingly clear that my returns were sporadic but gargantuan and didn’t fit in a classic fund with LPs. I was a home run hitter in a business where raising new funds invariably led you to hitting singles and doubles. In other words, I was making suboptimal portfolio decisions so I would return capital in order to keep raising funds. This was important to stack the compensation of my team who had far less capital than I did.
I’m in a much better place now personally and professionally. We invest only my capital and so far, so good.
Long live Social Capital.
Evis Drenova@evisdrenova
Most tech podcasts are so fucking boring. The host is either some person who couldn't hack it in a operating role (VC, engineer, founder, etc.) or some VC who is just doing it to get deal flow. No one cares what Bill Gurley thinks about AI, they want to hear about why he fucked over TK at Uber. No one cares what Chamath thinks about politics, they want to hear about what happened at Social Capital and why he closed the fund. No one cares what Keith Rabois has to say about Miami, they want to hear about what happened at OpenDoor. No one cares what Sam Altman thinks about AGI, they want to hear about why he was fired from YC and (initially) OpenAI. But instead we get these boring, sanitized conversations about why SaaS companies are or are not dead. Topics no one gives us a shit about.
English
English
@elonmusk Hi Elon! Big Mars fan here. Please bring X and Grok to the Epic Games Store where you can process your own payments and keep 100% with no store fees and host ads that link to app downloads on any store and oh btw also follow @greg16676935420 he’s a cool guy! kthxbye!
English
Google is opening up Android all the way with robust support for competing stores, competing payments, and a better deal for all developers. So, we've settled all of our disputes worldwide. THANKS GOOGLE!
Sameer Samat@ssamat
Android has always driven innovation in the industry through its unique flexibility and openness. At this important moment, we continue to be at the forefront of how developers distribute their apps and games on billions of devices globally. Today we are announcing big changes: – Leading the way in store choice: A registered app store program that makes installation of participating app stores easier with a streamlined flow – A new business model for Google Play with lower prices for developers: The ability to use your own billing alongside Google Play Billing, and lower service fees. These changes will make for a stronger Android ecosystem with more choice for users and even more successful developers who can further invest in higher quality experiences on mobile and beyond. The above will be rolling out in phases, subject to local laws and processes. We are also excited to announce that we’ve resolved all our disputes with Epic Games globally! Details on all of this can be found at our blog post. android-developers.googleblog.com/2026/03/a-new-…
English
Paytient Mindset retweetledi
The highest IQ people I know are all either
> fully locked in and building or investing in AI. goal is to work towards generational wealth in the midst of a new technological revolution
> fully checked out of society and the corporate rat race. they are quitting their job, deleting social media and moving to the middle of nowhere to live a quiet life with no distractions
Literally no in between
Beff (e/acc)@beffjezos
All the smartest people you know are in a generational lock-in season right now
English
@michaeljburry If there is gold in the hills, the shovel salesman should be pivoting to ore extraction business model 👀
English
"Thar's definitely gold in dem darn hills," said the man selling shovels.
tae kim@firstadopter
Oh no. Jensen going after Substacks. 😱
English
Paytient Mindset retweetledi
Paytient Mindset retweetledi
If Ryan has $GME buy any version of BBBY, I am out.
English
Paytient Mindset retweetledi
@michaeljburry Bubbles are more translucent over time. 🫧
English
In the 1920s there was radio mania focused mostly on one stock, RCA. The stock fell peak to trough about 98% during early 1930s, and yet radio’s growth never slowed for many more decades. Even if you predicted a half century of radio dominance, you would have lost money on RCA. $NVDA
English
Paytient Mindset retweetledi
Greatness belongs to those who survived humiliation. ♾️
English
2077: Longtime Legacy-GameStop investor shows the power of never selling
🍻 @ryancohen
The Driven Man@Thedrivenman
Longtime Berkshire Hathaway investor shows the power of never selling
English
@stoolpresidente @_Adam_C7 Who said the game stopped? 👀
English
@_Adam_C7 Free market wouldn’t have stopped GameStop or bailed out Wall Street multiple times. It would have let those companies go boom. I don’t respect Wall Street. Rigged casino game
English
I think I have a solution for Mandami. Tax wall street people like Steve Cohen who built their fortunes just on Wall Street 90%. That’s not real work to begin with.
Nishant Kumar@nishantkumar07
Mets owner Steve Cohen got a $3.4 billion payday from his hedge fund last year. Here are the top earners in 2025: bloomberg.com/news/features/…
English
Paytient Mindset retweetledi
