Yassin Mobarak

29 posts

Yassin Mobarak

Yassin Mobarak

@YassMob

Investor, GP at Event Horizon Capital. Block-chained to my wife and daughters forever. Biased towards possibility.

Katılım Nisan 2026
92 Takip Edilen17 Takipçiler
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Yassin Mobarak
Yassin Mobarak@YassMob·
Hello X/Twitter world. This is my second act after a long break from this platform. Hopefully I'll apply the lessons learned from the previous act. Hope everyone stays healthy, safe, and fulfilled.
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇺🇸 590,000 people paid $100 deposits for Trump's $499 gold phone. That's $59 million collected. One year later, not a single phone has shipped. And now the company quietly removed the guarantees on both delivery AND refunds. Nearly 600,000 people handed over their money and the fine print no longer promises they get it back or ever get the phone. At this point the gold phone is starting to sound like GTA 6. Source: Fortune
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The Assembly
The Assembly@InTheAssembly·
The most valuable private company in the world just told thousands of investors they own NOTHING. Anthropic published an updated support page declaring that every share of its stock sold on the secondary market without board approval is officially void. Here’s what that actually means: If you bought Anthropic shares through Forge, Hiive, Sydecar, Upmarket, or any other secondary platform without explicit board approval, you are not a stockholder. You have no stockholder rights. Your transaction is invalid. There is a multi-billion dollar secondary market in Anthropic shares right now. Platforms have been pricing the stock between $265 and $1,400 per share. Some buyers paid thousands of dollars per share. Some funds built entire products around indirect Anthropic exposure. All of it is now potentially WORTHLESS. The kill shot is hidden in the legal language. Anthropic chose the word "void" instead of "voidable". Under Delaware corporate law, that single word strips downstream buyers of almost every equitable defense they could use to recover. – You bought something – The original seller kept your money – Anthropic refuses to recognize the transaction – And the law gives you almost no path back This is the purest counterparty risk anyone has ever seen in modern markets. You can buy a share of a company. And have the company itself wipe your ownership off the books. Because you used the wrong door to get in. The lesson is simple. Hype does not protect you from structure. And the most expensive education in private markets is the one you only get once.
The Assembly tweet mediaThe Assembly tweet media
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Yassin Mobarak
Yassin Mobarak@YassMob·
Hey @linqtoinc, can you comment on whether our Anthropic SPV shares are valid and are recognized in Anthropic's books.
TFTC@TFTC21

Anthropic just published a support page that should terrify anyone holding its shares on the secondary market. "Any sale or transfer of Anthropic stock, or any interest in Anthropic stock, that has not been approved by our Board of Directors is void and will not be recognized on our books and records." Void. Not restricted. Not pending review. Void. That means if you bought Anthropic shares through Forge, Hiive, or any other secondary platform without board approval, you are not a stockholder. You have no stockholder rights. Your transaction is invalid. It gets worse. Anthropic says it does not permit SPVs to hold its stock. Any transfer to an SPV is void. Investment funds claiming to offer indirect exposure are "most likely relying on mechanisms that attempt to circumvent our transfer restrictions." Forward contracts, tokenized securities, synthetic exposure products, all of it potentially worthless. Their advice to investors: "Assume that it is invalid." There is a multi-billion dollar secondary market in Anthropic shares right now. Platforms are pricing the stock at $265-$1,400+ per share based on a $380 billion valuation. Real people have put real money into these positions. And Anthropic just told them none of it counts. This is the purest possible illustration of counterparty risk. You can buy a share of a company and have the company itself declare your ownership void because you bought it through the wrong channel.

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David Sacks
David Sacks@DavidSacks·
Back-of-envelope numbers for 1 gigawatt data center: All-in Capex: ~$50 bn Enterprise revenue generated: ~$25-30 bn/year Electricity cost: $1-2 bn/year ~2 year payback. The boom is real.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: We have obtained further information as Iran considers taking control of 7 undersea internet cables in the Strait of Hormuz. Details include: 1. Under the new policy, “foreign operators” would be required to obtain permits to use these cables 2. This would include paying fees and following Iranian law 3. All management and maintenance would be handled by Iranian companies 4. The IRGC has previously warned it could target these same cables These cables are critical for data traffic between Europe, Asia, and the Gulf.
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Yassin Mobarak
Yassin Mobarak@YassMob·
Over time, moral standards will lead a person to the life he or she deserves. Without fail. The arc of time might sometimes feel too long to see that ending, but it is there and it will happen.
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Guri Singh
Guri Singh@heygurisingh·
Anthropic just showed a 24-minute workshop on how to actually prompt Claude. Taught by the people who built it. Free. No signup. No paywall. I've watched $300 courses that don't cover what they teach in the first 8 minutes.
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Elon Musk
Elon Musk@elonmusk·
Scam Altman and Greg Stockman stole a charity. Full stop. Greg got tens of billions of stock for himself and Scam got dozens of OpenAI side deals with a piece of the action for himself, Y Combinator style. After this lawsuit, Scam will also be awarded tens of billions in stock directly. The fundamental question is simply this: Do you want to set legal precedent in the United States that it is ok to loot a charity? If so, you undermine all charitable giving in the United States forever. I could have started OpenAI as a for-profit corporation. Instead, I started it, funded it, recruited critical talent and taught them everything I know about how to make a startup successful FOR THE PUBLIC GOOD. Then they stole the charity.
X Freeze@XFreeze

Interesting how it works Elon puts up his own money, rounds up the absolute best AI talent on the planet, leverages every connection he has to secure serious resources, and launches OpenAI in 2015 as a pure non-profit explicitly created to develop AI for the benefit of humanity, with zero profit motive and open research Then the “team” decides they want the bag They push Elon out, take control, and quietly flip the entire thing into a for-profit machine All while preaching the same sanctimonious lines on repeat: “We’re still mission-driven!” “AI for the good of humanity!” “We’d never abandon our principles!” The ultimate betrayal: Elon got zero equity. Not a single share. He funded it. He built the foundation. He got nothing while they turned his non-profit into their personal cash cow This is the level of betrayal and hypocrisy we’re dealing with And for the record.... this lawsuit doesn’t put a single penny in Elon’s pocket. Any win goes straight back to the non-profit to restore the exact mission he founded

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Yassin Mobarak
Yassin Mobarak@YassMob·
@kevinxu I hope you have good security measures when you post something like this.
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Kevin Xu
Kevin Xu@kevinxu·
My net worth is $10,602,789.50. 20 years ago you could retire with this What happened
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RYAN SΞAN ADAMS - rsa.eth 🦄
This is an absolute indictment of American Capital Markets. Our best companies are closed to the public. Only wealthy have access. You can blame the billionaires all you want, but the truth is regulation made this so.
RYAN SΞAN ADAMS - rsa.eth 🦄 tweet media
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Yassin Mobarak
Yassin Mobarak@YassMob·
What a time to be alive! So many hugely consequential things are happening in Science, Technology, and Medicine. I feel like we are at the doorstep of a new era in human civilization.
Mgoes (bio/acc 🤖💉)@m_goes_distance

2026 might be the year we start aging backwards we're barely into Q2 and here's what's already happened: 1. Life Biosciences got FDA clearance for the first human trial to reverse cellular aging. Not slow it. Reverse it. Results expected by year end. 2. Kyverna filed for the first CAR-T approval for autoimmune disease. One injection. Every patient eliminated their immunosuppressant drugs. A single dose. 3. Retro Biosciences dosed the first humans with RTR242. A pill that reactivates the brain's cellular cleanup machinery to fight Alzheimer's. Phase 1 results expected Q3. 4. Baby KJ became the first human to receive a personalized in-body CRISPR edit. Custom therapy designed in 6 months. It worked. His doctors are now building the FDA pathway for bespoke gene therapies. 5. ClockBase Agent analyzed 2M+ molecular samples, tested 43,529 interventions, flagged 5,756 compounds that modify biological age, then validated the top candidate in old mice. The system gets sharper with every cycle. 6. The FDA just officially moved to reclassify a dozen restricted peptides. The ban is coming off. Stanford separately discovered a natural Ozempic with no side effects using AI. Peptides just became a regulated market. the pattern is clear - discovery timelines collapsed. years to weeks. - validation moved upstream. mice to humans. - the target expanded. single diseases to aging itself. first FDA-approved drug that demonstrably reverses biological age by end of 2026? bio/acc

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Yassin Mobarak
Yassin Mobarak@YassMob·
Hello X/Twitter world. This is my second act after a long break from this platform. Hopefully I'll apply the lessons learned from the previous act. Hope everyone stays healthy, safe, and fulfilled.
English
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