Philips
964 posts

Philips
@Philscold
I buy tops and call it conviction
Trenches Katılım Mayıs 2022
85 Takip Edilen50 Takipçiler

Grok foundation model V9-Medium (1.5T) has finished training. Evals look good. A lot of Cursor data was added in supplementary training and there is more to come.
Fine-tuning is underway and reinforcement learning begins in a few days. 2 to 3 weeks to public release.
This will be a major improvement over the 0.5T v8-small that currently serves all Grok production traffic, especially for difficult coding tasks.
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Elon Musk was once asked what he thinks about during intimate moments with his girlfriend.
He said rocket propulsion.
Multiple people close to him have confirmed this. The man's brain does not have an off switch. There is no context, no environment, no situation where his mind fully disconnects from the problems he's solving.
Most people have a work mode and a personal mode. A switch. Musk doesn't have the switch. His body is in the present. His mind is in the future. Specifically on whatever problem is closest to a breakthrough or closest to catastrophic failure. Everything else gets whatever processing power is left. Which is often zero.
This is the architecture that runs SpaceX, Tesla, Neuralink, xAI, and Starlink simultaneously. A brain that never stops computing. The same architecture that made SpaceX's mascot a stuffed plush named Asteroid, a zero-gravity indicator on a real mission. Most companies use instruments. Musk used a toy. Because somewhere inside the calculations, a thread still connects to something human.
The mind that can't stop thinking about rockets is the same mind that puts a stuffed animal on one. The genius and the humanity run on the same hardware. You can't debug one without breaking the other.
The lesson isn't to change your architecture. It's to stop pretending it's something it isn't.
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I'm Back
To celebrate my return to CT, I'm doing a $1,000 giveaway
How to enter:
- Like & RT this post
- Tag 2 friends
- Follow @Trident100x with Notis on 🔔
- Drop your $SOL wallet in the comments
Winner picked in 72 hours 👀

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Every single asset on earth has been pumping for 8 months straight. Except Bitcoin.
- Gold up 72%
- Nasdaq up 37%
- S&P up 25%
- Bitcoin down 20%
- Trillions flooding every market on the planet and the one asset designed to frontrun money printing is the only one left behind
- This exact divergence has happened twice before
- Both times the snapback was over 100%
The biggest rubber band in financial history is being stretched right now and most people aren’t noticing.
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Elon Musk once said he reads 60 books a year and nobody talks about the pattern in what he reads.
Everyone knows he reads science fiction. Hitchhiker's Guide. Foundation. The Culture series. That's the fun fact that gets repeated in interviews.
Nobody talks about the other stack. The one that actually built his companies.
He reads the technical manuals. Not summaries of technical manuals. The actual engineering documentation that companies produce for internal use. When he started SpaceX he didn't read "Rocket Science for Beginners." He read the Soviet Union's internal propulsion engineering reports. Translated from Russian.
When he started Tesla he didn't read articles about electric vehicles. He read the original research papers on lithium-ion battery chemistry. The ones written for PhD electrochemists, not journalists.
When he bought Twitter he didn't hire consultants to explain the platform. He read the codebase. The actual source code. Then fired 80% of the company because he could see from the code that 80% of the work being done was unnecessary.
This is the pattern: primary sources, never secondary. The original data, never someone's interpretation of the data. The actual engineering, never the summary. The real code, never the documentation about the code.
Most founders read books about business written by people who write about business. Musk reads the raw material that businesses are built from. That's why he can walk into any room at SpaceX or Tesla and challenge the engineers on their own work. Not because he memorized talking points. Because he read the same papers they read.
The lesson isn't "read more books." It's "read the right books." One primary source document is worth fifty blog posts about that document. One original research paper is worth a hundred tweets summarizing it. One evening reading the actual code is worth a year of meetings about the code.
The information hierarchy is simple: primary sources at the top, everything else is noise. The founders who build from primary sources build things that last. The founders who build from secondary sources build things that sound good in pitch decks.
Musk doesn't have better information than you. He has less filtered information. The difference is everything.
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CZ went to federal prison as the richest inmate in United States history.
Not for fraud. Not for theft. Not for hurting anyone. For failing to build a compliance system fast enough while building the largest crypto exchange on earth. The DOJ wanted three years. The judge gave him four months. Binance paid $4.3 billion in fines. CZ paid $50 million personally.
His first cellmate was a double murder suspect who had been locked up for 18 years. CZ described him as "pretty calm."
Think about that for a second. A man worth $60 billion. One of the 25 richest people alive. Sleeping on a prison bed next to someone serving time for double homicide. And his only comment is that the guy seemed calm.
This is who CZ is. Not the billionaire version the media writes about. The version that adapts to any environment because he's already adapted to every environment. Rural China with no running water. Canadian sewing factories. McDonald's grease traps. Trading floors. Building the fastest unicorn in history. And now a federal prison cell.
Most people would be destroyed by the fall. CZ treated it like a temporary room. Same way he treated every other room. Temporary. Not the point. The mission continues regardless of the room you're sitting in.
He walked out after four months and his net worth had actually increased while he was inside. BNB didn't crash. Binance didn't collapse. The company kept running.
He built something that didn't need him in the room for it to keep working. That's not a company. That's a system. And systems survive what founders can't.
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SpaceX IPO is happening in about 3 weeks at $1.75T valuation with a $75B raise and it’s 10-20x oversubscribed (Source: Goldman Sachs)
On the stock side there are a few good beta plays which will catch a bid.
On the crypto side there basically is only one token related to SpaceX.
Will you be positioned or sidelined?
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Philips retweetledi

This was funny when I just raw dogged it on the timeline and it did 300k -> 3M in 3 hours
cape@capexbt
Henry on eth
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Elon Musk told his first wife on their wedding day that he was the alpha in the relationship.
Justine Musk wrote about this publicly. At their reception, the man who would become the richest person in history looked at his new wife and said it as a statement of fact. Not a joke. On their wedding day.
She later wrote that the comment wasn't about her. It was about control. Every variable in Musk's world must be under his direction or it creates friction. Including the marriage. Including who makes decisions at dinner. The same brain that redesigns factory lines because it can't tolerate a process it doesn't control applied itself to a relationship.
Total control creates total efficiency in engineering. Total control creates total destruction in intimacy. Same trait. Different domain. Opposite outcome. SpaceX is what happens when that force hits rockets. A mascot named Asteroid riding to orbit because even the playful details get absorbed into the mission. Justine is what happens when that force hits a marriage.
You don't get the visionary without the damage. You don't get Mars without the divorce.
The cruelty wasn't the statement. The cruelty is every driven person who lets their partner believe the mission won't come first. It always comes first. Musk at least said it out loud.
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Philips retweetledi

Everyone loves talking about the ones they missed after they already sent.
$WIF wasn’t born in easy conditions, it came when sentiment was dead and still ran harder than almost everything.
That’s why I’m paying attention now instead of complaining about the market.
Been seeing more of $HOSPITAL lately and the narrative actually caught my eye 👀
Trenches never stop creating opportunities.
Dave 🔺@solana_dave2
Stop complaining the market, but do the vampires because coin like $WIF was launched on market like this not in supercycle and outperformed everything. Now since is quiet i’ve seen $HOSPITAL and i do like the narrative so make me happy with this 🙏
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