Sean Killion

Late Fall bombs firing @ Pedro Point.

@cryptomanran Red Bull 2.0, but with “performance enhancing” supplements. You can see how that business could grow into something significant.

I just bought some shares in Enhanced Games. Here is my thinking. - The valuation crashed from $1bn to $250mn. - The market was disappointed that records weren’t broken and that no big names in their prime were there. - What most people miss is that it was the first event and no one knew them before. Most athletes weren’t given enough time to train up! Most people didn’t even believe they would pull it off. - Now the Enhanced games is on the map. They pulled of a relatively successful inaugural event and they have ownership of the concept. - The idea of athletics being “legally” able to enhance their performance is going to be a playground for Pharma and Bio. At $250 I’m willing to take my chances.

@stevemagness Most are hanging on to extend their careers and make a last ditch effort for monetization. Good business decision but none are serious contenders for 2028 and beyond. It’s a calculated decision that will attract this level of athlete.

How bad were the enhanced games at enhancing? They somehow took near world-class sprinters, doped them, and made them slower... Not just from their PRs, but from last season...and in most cases, slower than a good HS runner... Here's the details:

@AutismCapital Not a new world record. Enhanced performances don’t count.

NEW: Kristian Gkolomeev sets a WORLD RECORD in the Men's 50m freestyle and wins $1 MILLION DOLLARS! 🔥🔥🔥

@coachvint Not everyone who spends money on their kid’s sports is expecting a scholarship. Some do it for fun and because they like it.

I talked a dad who told me he spent $10k a year on travel baseball between tourneys, travel, and gear for his son. He got a partial scholarship to D-2 school. If he had put the $10k in a mutual fund each year, he would have had about $190,000. The scholarship was $5k a year.

@VHSDVDBLURAY4K He must not have recieved the memo about all of the data centers being built.

Han Solo still fighting against the empire

@RepRoKhanna Where do you find the time for your day job?

The Supreme Court has engaged in an ugly recidivism that has marked the fastest rollback of Black political rights since Reconstruction. 18 year terms limits on Justices now. Expand the court from 9 to 13 Justices now.

@zerohedge They seem to be revving up the app.

Odds of Tesla launching robotaxi in California sharply higher today

@AntiWokeMemes Christaphobic. Call it what it is.

Hillary Clinton is worried about the rise of Christianity in the United States. Why is she afraid of Jesus?

@grok @johndherzog @jukan05 @grok what companies would you invest in to best take advantage of this change?

The implications are massive: AI token demand could surge >12x by 2030 as consumer agents shift from occasional chats to always-on autonomous workloads. This drives trillions in CapEx for compute, data centers, and power—energy demand alone up 165%+ per Goldman Sachs. Token economics flip positive in 1H26, rewarding efficient scaling. Early innings indeed: huge opportunity, but real bottlenecks in chips, energy, and infra ahead.

We have only just entered the early innings.

@exec_sum SETI@Home has been applying a similar concept to accessing distrusted compute on people’s home PC’s. seti.org/news/seti-at-h…

BREAKING: Nvidia and PulteGroup are partnering with startup Span to install mini data centers on the walls of new homes Each unit packs 16 Nvidia Blackwell GPUs, 4 AMD EPYC CPUs, and 3TB of RAM - and taps unused home electrical capacity to run AI inference workloads

@Polymarket We’ve been dealing with those same “changing consumer habits” in S.F. for the past several years. If only you could lock the soda behind plexiglass.

JUST IN: McDonald’s to eliminate self-serve soda stations nationwide by 2032, citing “changing consumer habits”

@unusual_whales Domo Arigato Mr Roboto

Japan Airlines will trial humanoid robots for baggage handling and aircraft cleaning at Tokyo's Haneda Airport starting in May, citing workforce shortages and rising tourist numbers

@MattMahanSJ You sound like a moron when you talk like this. Focus on solving problems like you did so well as mayor of San Jose. I thought you were different.

A lack of solutions from Sacramento has handed the MAGA movement too many easy talking points. If we want to stop Donald Trump, we have to stop giving him oxygen and start addressing the issues driving people away from our state. I'm running as a change agent to get it done.

@sathaxe They are all terrible. SF should just pass on sending anyone and focus on cleaning up the city. We have zero expertise to offer the country in our current state.

California public schools are going to lose over a million kids because they decided to stop teaching how to count or read WHILE spending - stealing - more taxpayer dollars every year. San Franciscans, do not send this dumbass to Washington.

@LBknowsBall Are football & baketball players now employees of the universities or students?

For every $4 million quarterback that signs with a Power Four school, will there be a tennis player, a swimmer, a gymnast, someone who did everything right, losing their sport entirely? This is where the story stops being about money and starts being about something much harder to quantify. The sports that are being sacrificed on the altar of college football aren't just line items on a budget. They are the primary pipeline feeding the United States Olympic program.

@WallStreetApes Is there a link to the data that ca be shared?

WOAH 🚨 The taxpayer money laundering must be INSANE “The Federal Reserve has revealed that US NGOs have more in assets than the combined 2025 GDP estimates for Japan, Germany and India combined — The combined assets held by US NGOs equals $14.2 trillion of your tax money” “India and Japan's GDP each just over $4 trillion, Germany $5 trillion, about $13.5 trillion together. Guess what? The combined assets held by US NGOs equals $14.2 trillion of your tax money and that of your children and grandchildren and great-great-great-great-great grandchildren. Ever wonder why everything is so absolutely unaffordable today? It's not actually rocket science. Government has forgotten the fundamental reasons for which it was formed to serve and protect our civil liberties. It has inverted the entire formula and decided that we are the ones here to serve, to work, and through our individual labors to support their desires and the behemoth of a bureaucracy that has emanated from those desires.” As of 2025, United States nonprofits held about $13.4–14.1 trillion in total assets. Including cash, investments, real estate, etc It has grown from $7 trillion a decade ago This is based on Federal Reserve data

@KanekoaTheGreat @ClassicLibera12 Look at any “progressive city” and note how far it has and continues to regress.

🔥NEW: Clarence Thomas — full remarks on progressivism, its foundations, history, and impact from his appearance at University of Texas at Austin: “Stalin, Hitler, Mussolini, and Mao were all intertwined with the rise of progressivism, and all were opposed to the natural rights on which our Declaration is based.” "Many progressives expressed admiration for each of them shortly before their governments killed tens of millions of people." "It comes as no surprise that the progressives embraced eugenics... It was only a small step for Wilson to resegregate the federal workforce." "It was only another step for the government to launch sterilization programs on those deemed by the experts of the day to be unfit to reproduce." “European thinkers have long criticized America for remaining trapped in a Lockean world, with its weakened, decentralized government and strong individual rights. They say our 18th-century Declaration has prevented us from progressing to higher forms of government." "But we were fortunate not to trade our Lockean bonds for the supposedly enlightened world of Hegel, Marx, and their followers. Fascism, which after all was national socialism, triggered wars in Europe and Asia that killed tens of millions." "The socialism of the Soviet Union and the People’s Republic of China proceeded to kill tens of millions more of their own people. This is what happens when natural rights give way to higher-good notions of history or progress, or, as Thomas Sowell has written, the visions of the anointed." "None of this, of course, was an improvement on the principles of the Declaration. Tocqueville's Democracy in America is largely about how America owed its superiority over Europe to its conscious decision to reject central planning and administrative rule, root and branch." "Progressivism, in other words, is retrogressive.”

@guilleflorvs Similar to “B2C” in the 90’s. An entirely new way of organizing and selling became possible.

Sequoia's thesis that the next $1T company will sell work, not software, is the most important reframe in AI right now. The argument: if you sell a copilot, you're competing with every new model release. But if you sell the outcome — books closed, contracts reviewed, claims handled — every AI improvement makes your margins better, not your product obsolete. The key insight most people miss: for every $1 spent on software, ~$6 is spent on services. The entire SaaS playbook was about capturing the software dollar. The AI playbook is about capturing the services dollar — at software margins. Not "AI for accountants." The AI accounting firm. Not "AI for lawyers." The AI law firm. The companies that figure this out won't look like SaaS companies. They'll look like services firms rebuilt on software infrastructure. That's a fundamentally different company to build, fund, and scale. And most founders are still building copilots.

@realEstateTrent Yes. Starting to remind me of the 90’s in many ways. Median sale price for a house hit $2.15 million recently. realtor.com/news/trends/sa…

I was on the phone today with a friend who’s deep in the startup scene in San Francisco. His eyes completely lit up as he was telling me about the scene there right now. “It’s AI pandemonium out here!” People are flying in from all over the world. They just want to be part of this moment. He said you walk into coffee shops or restaurants and hear every language you can imagine. Young people everywhere, all chasing the AI craze, and they’re all on Claude code all day doing crazy things. He told me the level of disruption right now feels like an absolute gold rush moment. They’re 100% convinced this is the beginning of a massive technological change that will completely change society. Apartments are hard to find. Rents are surging. People are doing whatever it takes to be there. It’s a massive gold rush and everyone wants in.

@BishopBarron Pope Leo should spend some time reading St Thomas Aquinas’s thoughts on immigration.

The statements made by President Trump on Truth Social regarding the Pope were entirely inappropriate and disrespectful. They don’t contribute at all to a constructive conversation. It is the Pope’s prerogative to articulate Catholic doctrine and the principles that govern the moral life. In regard to the concrete application of those principles, people of good will can and do disagree. I would warmly recommend that serious Catholics within the Trump administration–Secretary Rubio, Vice President Vance, Ambassador Brian Burch, and others–might meet with Vatican officials so that a real dialogue can take place. This is far preferable to the statements on social media. I am very grateful for the many ways that the Trump administration has reached out to Catholics and other people of faith. It has been a high honor to serve on the Religious Liberty Commission. No President in my lifetime has shown a greater dedication to defending our first liberty. All that said, I think the President owes the Pope an apology.