TheLAPurchaser

RT $EWY $SKHY $DRAM

Re-escalate to de-escalate

@ShanuMathew93 Just wait til winter, lad 😂

This weekend’s edition of England continues to blow me away with its beauty. 2 hours south of London!

@ShanuMathew93 I love codex Not sure why I went back

@TheLAPurchaser 5.5 and codex been cooking for me

Nerfed Fable is still p good. Until you trip a guidewire and you're mega nerfed to Opus 'still trash' 4.8

@WaterworldCapi1 I’m glad you’re seeing things things clearly

@FundamentEdge Great response to an otherwise moronic take

I know I have the right Twitter friend group when all my true buddies here (mostly successful former Wall Street people looking for a more authentic life) start roasting this take. But I will point out one glaringly obvious error with his framework: Scott Galloway is going to die. We all are. But he is 61. Per Claude, the average 61 year old American male has about 21 years left to live, and, on average, about 15 of those years are expected to be "active" / largely unimpaired. And for how many men does this jet-setting, Aspen & St Barths lifestyle stay compelling past ~70? For only the truly mentally ill, I would argue. The 4%/25x FIRE rule doesn't apply to him, and he doesn't even know it (worse, he's attempting to poison the rest of us with this mimetic crap of feeling like we don't have enough to feel secure). And the fact that we are going to die is great news. Life is precious precisely because it ends. A few years back, I did a deep dive on near death experiences (NDE). What was most remarkable was the consistency of the aftereffects: reordered priorities, markedly reduced fear of death, increased sense of meaning & connection to source, and durable improvements to mental health. Buddhist "die before you die" meditations and the dissociative reframing activated in psychedelic journeys activate the same fundamental experience. What is learned through these experiences is that you don't need $125m to feel secure...you are secure precisely because your journey is deeply supported by a benevolent universe. Though this study, I developed a reflection question that has been one of my most reliable mirrors, for myself and when people ask advice: how would you live your life if you knew you were going to die in five years? As a professor teaching (mostly) young men and by being present on Twitter over the years, I have had many occasions where high-performing but burnt out men have reached out to me for advice. It sort of feels uncomfortable, as life advice is a really hard, and also really dangerous thing, to give - because what worked for me likely won't work for you. "Buy rental real estate" was great advice in 2012 and probably leads to bankruptcy in 2026. "Quit your Wall Street job making $650k" may be great advice for some people, and awful advice leading to financial distress & divorce for others. Each of our skillsets and situations are so deeply unique that advice is hard. But I do know one thing: we are all going to die. Don't live like you aren't. Life isn't a game of making more and more money to chase this elusive feeling of security (which is almost certainly a moving goal post). True security is an internal feeling, a feeling of "I can handle anything thrown my way because the benevolent universe has my back". When I was in my mimetic, competitive, "I have to get back in the game" mode after being let go by Citadel in 2018, my coach Justin Doyle looked at me and said "Brett, you are so stressed out, I'm more worried about you having a heart attack in front of your Bloomberg screen than finding your next PM job". It was kind of a throwaway comment, but with an amazing wife and three beautiful young sons at home, it was the right comment at the right time, and it hit me hard and led to a sharp course correct. I literally booked a 10 day trip to India the next day leaving in 2 weeks, on which I was flooded with insight on what to do next (i.e. leave NYC and build a new life in Arizona). The hedge fund headhunters who saw fresh meat and an easy placement were apoplectic. "Build a vocation that doesn't feel like work, that you could do for the next 20+ years" was his next advice, and he helped me do precisely that. These days, when people ask for my advice, I offer them the "5 year test". What would you do if you knew you were going to die in 5 years? Figure that out, then do it. For me, it's simple. My sons are 12, 10 and 8. I want to give them the things my father couldn't give me: most critically, deep & joyful presence & unconditional acceptance. I want to spend a lot of time with them, having crazy adventures & building a deep level of love & trust. But it's also complicated. I could never be JUST a "retired, stay at home dad", as my intellectual muscle would atrophy (which has happened at moments in my life, and is a terrifying and motivating thing for me). I love working hard to solve complicated problems with motivated, intelligent people. I deeply love my job, and this moment of time where AI is fundamentally transforming knowledge work is just incredibly exciting and invigorating to me. The process of creating things is deeply spiritual for me and it's such a delightful experience to be working on a problem and get that magical "ping" of insight that unlocks it. Reading "When Breath Becomes Air" which is the beautiful account of a brain surgeon facing death, but in his dying days loving the craft of conducting surgery was deeply resonant to me around the power of vocation & purpose. It's fine to love your work, in fact it's ideal for a life fully lived, which is anathema to the FIRE (financial independence, retire early) crowd that all seem to view their jobs as prison time. And it's also complicated in the sense that I have a deep duty to provide & protect, and a man or woman who holds the critical mantle of head of household has a sacred responsibility to be economically viable in a world where a nice life is expensive. I've had some well-timed luck in this regard, but I always want to be anti-fragile to all scenarios, and AI certainly expands the fan of outcomes in this regard. In sum, it's a complicated balance. But I have learned one other thing. The courage to embrace living by this "5 year test" has a way of unlocking the support of the universe. "Jump and the net will appear" is super woo woo, but it's a real thing. I can't explain it, but it's real. It's the Neville Goddard Law of Assumption as depicted in the Indiana Jones Leap of Faith, and it's shown up in my life in so many ways (I could write for hours about spirit guides & pre-life planning & karmic balancing via reincarnation...but that's a little woo woo for the moment). TLDR: You're going to die. You don't need $125m to feel secure. The universe has your back.

@dannny56 Ok Will check back in 2028?

@TheLAPurchaser wait until the cycle turns and all the big bois become legal wizards and none of these LTAs are honored

Question i think you have to ask if memory is signing 5-yr LTAs, why not other parts of the supply chain? $SOXX

@lvgtoft Multiples expand

@TheLAPurchaser What happens to momentum when the blow out estimate and raise cycle flat lines.

Really gonna suck for everyone who hasn't signed an SCA/LTA... $MU

@S_curvecap yes well the mkt should go up every day, no?

@HighyieldHarry this 1-shot prompting is slop but the broader concept of AI + asynchronous experts is going to save investors/corp a lot of time and drive broader sample set to query

Every expert network should be sweating rn one prompt. 25 expert calls, sourced, run, and synthesized. unreal.

An @OpenAI or @AnthropicAI ARR update would be welcome right about now...

“we invest in oligopolies not commodities” and turns out memory was the oligopoly and hyperscalers were the commodities

@PythiaR @BillAckman value begets value

@BillAckman WTF IS HAPPENING $SPCX

@nasdaqpapi @satyanadella to war

@TheLAPurchaser @satyanadella “Microsoft is weighing whether to host a version of DeepSeek” wow.

TO WAR @satyanadella $MSFT