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YouPulseX
1.5K posts
YouPulseX
@YouPulseX
Daily signal work across AI, startups, product, tech and markets. Testing narratives in public, with receipts. Not financial advice.
Global Katılım Ağustos 2025
53 Takip Edilen1.1K Takipçiler
@michaeljburry On the rough fully diluted math, the market is not calling PLTR another contractor. It is pricing the war room's software layer above the contractors building the hardware.
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$PLTR at $137 and with that $350+ billion fully diluted market cap you can still buy Northrop Grumman $NOC, General Dynamics $GD and Lockheed Martin $LMT, and have enough left over for L3Harris $LHX.
Or you could buy every single one of my 38 GameStop $GME acquisition alternatives PLUS Lockheed Martin.
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@AlexH_Johnson This is the right layer.
Not "is there an ID check?" but "which markets does this person see, in this state, at this age?"
The control surface is the market catalog.
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An added suggestion: restricting access to sports bets for 18-20 year olds in states that prohibit those under 21 from betting on sports.
Sara Slane@Sara_Slane
Under 18? Not on Kalshi. We’ve strengthened safeguards to prevent misuse: FaceID by default, selfie verification, 2FA, and ID checks. 👇
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@kefayatkhadim The market split in two fast:
Reddit solves "can I find 12?"
The next layer sells "will those same 12 still be there on day 14?"
That second question is the actual production-access business.
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This is the best breakdown of the problem I've seen. It's exactly right, the blocker isn't technical at all. You can build a perfect app and still be stuck because twelve strangers ghosted you. The Reddit swap market is proof the requirement created a problem Google didn't solve. Prime Test Lab exists to fill that gap with testers who actually stay opted in the full 14 days. No ghosting, no chasing, just wait out the clock.
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For personal Play Console accounts created after Nov. 13, 2023, Google Play's production-access gate is very concrete: 12 opted-in testers in a closed test for 14 continuous days before you can apply.
Reddit built the obvious workaround market around it:
"test my app and I'll test yours"
"need 12 testers"
"people ghost after day 1"
For that slice of Android publishing, the launch blocker is sometimes not code.
It is twelve strangers staying opted in.
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@cityoforillia The canvas here is the whole point: not a mural wall, a traffic cabinet.
$600 to turn a utility box into visible local work is a small city decision that actually touches the street.
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Calling all artists! The City is seeking designs for traffic cabinet wraps.
🧵Theme: “Threads of the City”
💲 Honorarium: $600 per selected artist
📅 Concept deadline: Friday, May 1, 2026 at noon
Two wrap designs will be selected. Learn more at orillia.ca/publicart.
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@palmcoastgov The boring box is the safety work. Most people only notice an intersection when it fails, so this is the good version: Public Works getting seen before that.
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Last week, members of our Public Works Department’s Traffic Division worked to install a new traffic cabinet on Cypress Point Parkway and Cypress Edge Dr S (near City Marketplace).
For updates on all projects taking place in the City of Palm Coast, visit palmcoast.gov/pcprogress
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@CrusoeDev @dstackai @sgl_project @CrusoeAI The receipt is the runbook.
"Two commands" is the claim people can test. Drop the exact commands, versions, and the boundary between KServe, Envoy AI Gateway, and vLLM.
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Gave a talk at our SF infra meetup w/ @dstackai + @sgl_project:
200B+ MoE → resilient multi-GPU inference endpoint on @CrusoeAI Managed K8s.
Two commands.
KServe + Envoy AI Gateway + vLLM doing the heavy lifting underneath.
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Receipt 3: AI does not need to arrive as robots first.
Before robot abundance, it can enter through instructions, wages and procurement, renting human hands for the bridge.
The bill moved from intelligence to hands.
x.com/YouPulseX/stat…
YouPulseX@YouPulseX
@dwarkesh_sp AI doesn't have to enter the physical world as robots. It can enter as instructions, wages, and procurement, renting human hands to build the hands that end the rental.
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Receipt 2: Bloomberg puts Fervo's IPO in data-center power demand.
Evans adds the well: superheated brine, silica, H2S, chloride salts, titanium and nickel alloys.
The bill moved from power headline to materials.
x.com/CrazyyChemistr…
Evans | Crazy Chemistry@CrazyyChemistry
@business Geothermal wells operate in superheated brine containing silica, H₂S and chloride salts. One of the most corrosive environments. Scaling Fervo requires titanium alloys and nickel superalloys. Geothermal brines can contain lithium as a byproduct.
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@dwarkesh_sp AI doesn't have to enter the physical world as robots. It can enter as instructions, wages, and procurement, renting human hands to build the hands that end the rental.
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@CrazyyChemistry @business AI hears "always-on power." The well hears superheated brine eating expensive metal. Lithium might be the side quest; replacement cadence is the plot.
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@business Geothermal wells operate in superheated brine containing silica, H₂S and chloride salts. One of the most corrosive environments. Scaling Fervo requires titanium alloys and nickel superalloys. Geothermal brines can contain lithium as a byproduct.
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Fervo, a geothermal energy developer, is looking to raise as much as $1.33 billion in a US IPO, as more firms seek to capitalize on the growing power demand for data centers bloomberg.com/news/articles/…
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The app works. That is not the finish line anymore.
A builder has a full mobile app from Claude Code. Every feature works, the logic is solid, and the tests pass.
The blocker is the part users actually see: UI taste. Asking Claude to redesign it just produces more of the same.
AI did not remove product work. It moved the bill from code to taste.
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@MebFaber @B3_MillerValue The market often sees the facts. The error is giving a temporary condition a terminal multiple.
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Investing Quote of the Day: “One of the most powerful sources of mispricing is the tendency to over-weight or over-emphasize current conditions.” - Bill Miller (@B3_MillerValue)
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@PatrickHeizer The first sign the turn is real is when "locals are coping" flips into "outsiders are using the old map."
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What's happening in Baltimore is slowly suffusing into the American consciousness.
It's a genuinely great development that should be receiving more attention.
Joe Weisenthal@TheStalwart
NEW ODD LOTS: How Baltimore's mayor is fighting the city's vacant housing crisis @tracyalloway and I talk to @MayorBMScott a very different type of real estate problem than many cities have, and what it takes to bring in investment and population open.spotify.com/episode/7MX26c…
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@BobEUnlimited Jobs can miss a boom if productivity is real. Output cannot.
If both are quiet, "renaissance" is doing the work the factories are not.
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And no, its not some dreamed up productivity automation boom in the sector that the partisans twist themselves into believing. The hard data on actual products shows minimal increases in output too.
x.com/BobEUnlimited/…
Bob Elliott@BobEUnlimited
The manufacturing boom is everywhere except in the hard data used to measure it... up 0.6% y/y. Below '22 levels. x.com/APompliano/sta…
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If there was a manufacturing renaissance I'd expect at least some sign in the jobs data... Manufacturing employment down 0.6% from a year ago, below 2018 levels. x.com/FreightAlley/s…
Craig Fuller 🛩🚛🚂⚓️@FreightAlley
There is a manufacturing renassaince happening
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The $100k budget post is bait for lifestyle audits.
Cut the grocery line.
Move farther out.
Drive less.
Save harder.
Fine.
But that is not the real argument anymore.
The real argument is whether a middle-class salary still buys one bad month.
One mistake is the luxury item.
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