Abhas Gupta

@DillonLoomis People will find a way to complain about f*ing anything! 😂

For all of the Tesla x SpaceXAI merger concerns (that's very valid in the short term), I do hope everyone can at least acknowledge that long term (over the next decade+) the Tesla x SpaceXAI merger really is an absolute no brainer with upside that's frankly incomprehensible $TSLA

@ecommerceshares Got 100x on Tesla, trending to 100x on SpaceX, and would like to find one more! Unfortunately didn't have the liquidity to roll one right into the other, but a hat-trick is a nice way to close!

You only need three 10-baggers in order to go from $1 million to $1 billion. $1m to $10m $10m to $100m $100m to $1bn If you’re starting with $10k, you only need five.

@TMTLongShort @BoringBiz_ Cue the comments about Wu always having a silver spoon and never "earning" his billions

@BoringBiz_ The biggest ROI move you can make is have a kid with a high IQ

The biggest ROI move you can make in parenting is to have your child study for competitive math and programming from a young age > Scott Wu, founder of Cognition AI. 3x gold medalist at the International Olympics of Informatics (IOI) > Alexandr Wang, founder of Scale AI. Qualified for the Math Olympiad Program in 2013 and the US Physics Team in 2014 > Dario Amodei, founder of Anthropic. Former US Physics Team member > Johny Ho, co founder of Perplexity. IOI gold medalist > Jesse Zhang, CEO of Decagon. IMO bronze medalist > Jeff Yan, co founder of Hyperliquid. Olympiad medalist

@AOC The irony of calling out rent seekers in this rant 😂

The single largest form of theft in America is wage theft. $50 billion a year are stolen from American workers. If a billionaire amasses their wealth by underpaying their full-time workers so severely that they must rely on food assistance and government programs to survive, then no, that wealth was not earned by one individual - it was a wealth transfer subsidized by underpaid American workers and the public who get stuck with the bill for large corporations free-riding off our systems. The point is less about individual morality. It’s more about how our current economic reality of shattering inequality rewards screwing over workers and exploiting essential systems at scale. We’re talking monopoly power. Rent-seeking. Wage theft. Profiteering. Stock buybacks. Destabilizing housing markets. Companies using SNAP/EBT to underwrite their wages. Massive government subsidies or contracts to corporations following lobbying and dark money in politics with little to no oversight or accountability. Some people get enraged that I draw attention to this. That’s on them. Let them call me shrill, dumb, inexperienced, girly, uneducated - these folks will say anything to distract from or undercut the truth that working people are getting screwed, and giving people a fair shake means we must have a grown conversation about reigning in abuse of power.

@TheSonOfWalkley Congrats brother!!!

OMGGGGG I DID IT AGAIN !!! I AM NOW *UP 0%* ON MY ALL-IN $TSLA @ $414 POSITION !!!!

Marco 10 years ago wasn't appealing, much like impulsive and confrontational Vance is today. Vance needs more time to develop; he's a brilliant thinker but needs a softer side before the broader public can embrace him. Marco, meanwhile, may just be the person to heal a divided nation.

Marco Rubio is incredibly impressive. He commands the stage in a way JD Vance never could. He’s much more likable as well and has significantly more accomplishments. Why are some people so tethered to this idea of Vance being the next GOP nominee?

@SteveGuest @grok who is telling the truth in this exchange?

An AMAZING moment from the LA Mayoral debate between Spencer Pratt and Karen Bass. Pratt: “To the Mayor Karen Bass's, the thousand firefighters that were available, but there was no engines for them because of the $17 million that Chief Crowley had asked the mayor for nine weeks before, and Mayor Karen Bass denied it. So they may have been available, but they didn't have the equipment they needed. Not to mention, Janice Quinones, who Mayor Karen Bass put into a position of power at the LADWP, she drained both of these reservoirs that these firefighters needed to put out these fires. A lot of people will talk about climate change and hurricane force winds. The winds in the Pacific Palisades never reached higher than 40 miles per hour. For those first six hours, they didn't go above 27 miles per hour. So without those two reservoirs filled with 117 million gallons and 5 million gallons, these firefighters had to fly all the way to Malibu and Encino to get water. So that to me is the most dangerous thing that this the mayor put us up against” Moderator: “Mr. Pratt, a follow up here though, what would you do moving forward, uh, that would make this better two years from now if we face the same situation.” Pratt: “Well, first off, as mayor, I will never drain the reservoirs that we need for wildfire protection. There is this conspiracy now that they're empty, that they were for drinking water. But if you research it, they were actually made for wildfire protection. As mayor, I'm going to add 20 dip sites all around the communities connecting to pools. So God forbid the water system goes down again, these dip sites that will be connected to individuals' pools will fill up for the helicopters to have water.” Spencer Pratt just torched Karen Bass on live TV.

@arlogilbert @Kalshi It's still early!

@Kalshi Yet Rubio still trails as the nominee?!?

BREAKING: Marco Rubio is now the odds favorite to win the 2028 Presidency

@TrungTPhan @DRahnis can't f*ing believe she and jensen are related. the value creation between the two is just mind boggling.

@DRahnis She’s done an incredible job. Took over when it was $3B!!! Grown to 40% data centre market share

AMD’s market cap had now risen 65x from $10B to $650B+ since Sky Sports asked Lisa Su if she could “speak English” at the starting grid during 2018 F1 Chinese Grand Prix.

@alojoh @crescendo_cap did you also predict that people will buy tesla in anticipation of a 50-50 merger with SpaceX? you should if you haven't already. that way you can claim both up and down shifts!!

@crescendo_cap Unbelievable I wish someone had predicted people would sell TSLA ahead of the IPO to buy SX Ah wait, I did.

Sold some $TSLA today at ~400 to fund a meaningful allocation of pre-IPO SpaceX shares. We’ll see how it plays out…

@alojoh @claudeai @SpaceX @elonmusk Are you upset about SpaceX validating this massive revenue stream (whether from xAI+customers or competing AI firms)? Seems like a win all around

@claudeai @SpaceX So xAI is not in the race anymore if they relinquish part of their compute? @elonmusk brilliantly played! 👏

We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.

@sacjai I had to redo my ob/gyn rotation because Halo 3 came out at the same time 😂

When I was a third-year medical student on my obstetrics and gynecology rotation, I spent time working with an Ob-Gyn named Bruce who had a favorite line. As he scanned the bellies of expectant mothers, he would ask: “Do you have a name for the baby?” If they did, he would enthusiastically discuss the name. If they didn’t, he would grin and say: “You know, if it’s a boy, Bruce is a pretty great name.” As the rotation went on, I started doing admission histories and physicals for women arriving in labor. They say we absorb our clinical style from our teachers. So one day, while taking a history from a woman who had recently immigrated from Cape Verde, I decided to imitate my attending. “Do you have a name for the baby?” I asked. She told me she was still thinking about it. Without much thought, I replied: “Sachin is a pretty great name.” She paused. “What does it mean?” I told her: “It roughly translates as truth.” She smiled. “I like it.” I was suddenly caught off guard. What had started as a throwaway conversation starter borrowed from my attending had unexpectedly become something real. A few hours later, another “Sachin” was born into the world. I have thought about that moment many times over the years. Medicine gives us extraordinary access to people’s lives at moments of enormous vulnerability, hope, fear, and possibility. Sometimes we underestimate how much even small interactions can matter. And sometimes, without realizing it, we leave pieces of ourselves behind in other people’s stories.

@alojoh Bro you have EDS. Take a break from Tesla and SpaceX. It's tarnishing the quality of your other analyses

Elon: "I feel like I need to have something like a 25% vote, which is enough of a vote to have a strong influence, but not so much of a vote that I can't be fired if I go insane." Why 100% control? x.com/Kalshi/status/…

@alojoh @ShoshinValue This is such a silly pov. When you're cash poor, this is what you do when you have so much in equity. Trying to apply some sort of moral argument, especially to the greatest entrepreneur of all time, is particularly silly.

@ShoshinValue Elon did the exact same thing when he cashed out over $6B than what was necessary to secure the Twitter deal. No, he absolutely didn't need to sell that much. That's the truth but people can't accept it since it shatters their bias.

RJ Scaringe owns maybe 0.5% of Rivian. He incubates a scooter company called Also within Rivian, gets an ownership stake that is likely far in excess of his Rivian % stake, spins it out, and cashes out $23.5 million in a Series C round. Incredible self dealing! @alojoh

@amberdawn1786 @ceodonovan I met Shivon a few times well before her Elon relationship. If you knew her, this would make perfect sense. She's the right type of mind to complement Elon

40 fucking years old and never dated and no history of a relationship. She talks to her boss about wanting kids and giving up freezing them and finding a partner and in her 30’s did sperm donation Still at fucking 40 she’s never had a real healthy relationship. Grimes tries to set her up and finds out she’s pregnant with Elon’s kids. I don’t read gossip enough. I believe people are “normal”. I just found out about this. Is this hell? Am I in hell? x.com/i/grok/share/5…

When asked who Shivon Zilis is yesterday, Musk identified her as his chief of staff. Asked again just now by his lawyer, Musk said: "We live together, and she’s the mother of four of my children."

@TMTLongShort Was literally thinking this same thing yesterday as reviewing the Rare Earths IPO prospectus. That entire chain (as upstream as rare earths) should explode in the next decade

If I were to get blown out of my current seat tonight by tomorrow morning I’d be working on launching a startup that focuses on friendshoring or onshoring one very specific part of the humanoid robot supply chain. Would literally just re-read Citrinis piece a couple times and use AI to figure out which components are still being primarily sourced from China. I wouldn’t worry that fifty other startups were working on actuators. I’d still go for it. Demand is going to be that strong.

@Camp4 For me, the house is only as good as the neighbors. Being able to do a happy hour on a whim or celebrate each others' birthdays every weekend is what life is about.

🏠 No house is big enough when there’s nothing outside. I used to own a sprawling McMansion in a ritzy Texas suburb—complete with chef’s kitchen, theater, and gym. Beyond the walls was an endless concrete jungle. It was suffocating. Then, when I lived in Hawaii, I rented a tiny one-room studio with a lanai. When I wasn’t at work, on the beach, or climbing the cliffs of Mokulēʻia, I could be found on that lanai—reading, writing, and gazing at the Pacific. It felt expansive. When the best stuff is outside, a big house is just a distraction. A few years ago, I visited the most expensive house in the U.S.—a $150 million estate owned by a private equity tycoon. Countless bedrooms, priceless art, a 30-seat dining table. I remember looking out the window and thinking… I’d rather be on the lanai. 📸 Some of my favorite lanais: 1 / Yucatán, MX 2 / Tende, FR 3 / Seaside, FL 4 / Boulder, CO

@NickGibbsIAG @Tesla When asked by a friend about another EV, I responded "it doesn't drive itself." Self-driving has become such a fundamental need for me now that I can't fathom buying any other car.

I’m stunned. I just spent the last two days in DC meeting with people to discuss AI projects. These people are leaders in finance and security. Not a single one believed me when I said my @Tesla drives itself. The common responses were: 1“But you have to hold the steering wheel.” 2“But you can’t use it everywhere.” 3“No one wants to charge for two hours.” 4“It doesn’t really work. Not like a Waymo.” 5“How can Tesla be ahead if they don’t have robotaxis?” 6“The Cybertruck is ugly.” The funny part? When I calmly told them they were wrong and explained my actual experience — that I don’t have to touch the wheel, I’ve driven it from Florida to Boston and NYC, we use it every day, charging only takes 15 minutes on road trips, and it actually works better than Waymo in many real-world situations — they hated it. They doubled down. So I asked: “Do you have a Tesla?” Blank stares. My response: “Maybe don’t question the guy who actually owns and uses the thing we’re talking about — especially when you’ve never tried it.” Believe it or not, they did a 180. A few of them immediately softened and said, “I’ve actually been wanting to test it out. My wife keeps talking about it.” 😏 We are so early $TSLA.

@CarlosBB666 @TexanJacobite @elementgermani3 Let's not resort to name calling. I think intolerable is more suitable

@TexanJacobite @elementgermani3 You’re an antivaxxer, right?

Performative altruism is a huge problem. The correct answer to this poll is red. If you answer red, you live. Everyone should thus answer red, and everyone lives. There is zero reason for a single person to press blue, if every person is saved by pressing red, and a blue vote is a toss up if you get killed or not. But people who want to feel morally superior about themselves are choosing the answer they see as altruistic, even though it is objectively incorrect and will get them and others killed. Translate this to the real world and things like criminal justice. Morons allow the axe murderer free, because they want to feel merciful. “Look at me, aren’t I just so magnanimous!”

@zachcoelius @DanielYergin Fantastic book. A monster tho, but filled with phenomenal stories!

If you are trying to understand what is happening in global energy markets I highly recommend “The prize” by @DanielYergin Literally one of my top ten books ever.