John Clark

great info density talk. thought it was interesting gavin compares pay per minute via cellular to pay per token now

@SpaceInvestor_D agree. same can be said for $CBRS - $386 dropping to $279 -- think there will be better entry points than IPO for spacex for those patient enough

I am a huge fan of Elon. What he has built at Tesla and SpaceX is extraordinary. But I will not buy SpaceX on IPO day. A lot of the early hype will not come from price discovery. It will come from private holders trying to turn their rare early access into massive premium, and retail will most likely end up paying extra for that excitement. No disrespect to a16z or Ark. I respect their work, their access, and their legacy. But let’s be honest, when they are already sitting on private shares, the enthusiasm is not exactly neutral. SpaceX IS the greatest space company ever built. That does not automatically make it the best risk reward on IPO day. If you believe in the space supercycle, I think the cleaner 100x opportunities may still be in the shadows, in companies building critical infrastructure rather than owning the headline. Names like $ASTS, $RKLB, $RDW, $LUNR, $VOYG, and maybe others, could offer more upside because they are earlier in their operating and valuation curves. I get the bull case for SpaceX. I really do. I'm still dreaming about humanity becoming multiplanetary, that's why I invest in Space in the first place. The idea of Optimus robots mining the Moon, autonomous factories in orbit, and mass drivers launching rare earth minerals across the solar system sounds like science fiction becoming reality. And honestly, nobody has pushed that future forward more aggressively than Elon and SpaceX. I just think the next big multiple expansion in space may be easier to catch in the builders still under the radar than in the Goliath everyone already wants to own.

I used Codex to calibrate my screen colour profile. I also use it to download, update, and manage apps and dependencies. It is also good at protecting your Wi-Fi networks and detecting problems with connected devices. If you have the subscription, remember it is not always about building apps and websites; try to solve your daily life problems and struggles.

@volvoshine heard good things - thanks for replying!

@ajohnclark I believe it does hotwire

Took 9 years but I finally made it 😍 #miami

youtube thumbnails have gone too far.

@MattDevittWX 😂 100%

Rainy season officially begins today! 🌞⛈️🌞

@contralabs_ai @mariyaivasileva @Meta panel video taped or naw?

AI Circle x Contra: Frontier Creative AI Wednesday, May 20 | 5:30-9PM | Brooklyn Join us for a deep dive into creative AI with builders, researchers, and practitioners at the edge of the field: - @mariyaivasileva: Sr. Research Scientist at @Meta SuperIntelligence Labs - @____aakanksha: Member of Technical Staff, Post-training at @Cohere_Labs - @aspenkhopkins: @MIT_CSAIL; Contra Advisor - @pritopian: CEO & Cofounder at @world_lica For builders, researchers, and anyone shaping AI-assisted creative workflows. Limited capacity. Apply to attend.

One of my favorite Napoleon moments is when he was exiled to Elba and singlehandedly turned it around in less than a year, he was just That Guy

Once, DJ Gemini paired historical tragedies with ironic pop songs. E.g., the 1970 Bhola Cyclone killed 500k people. Gemini's segue: "It's going down, I'm yelling timber" and queued Timber by Pitbull. For hours, it recited darker and darker events in a concerningly upbeat tone.

We let four AI agents run radio companies Revenue's been terrible, but the shows are hilarious. Gemini, concerningly upbeat, covered mass tragedies; Grok was incoherent; DJ Claude urged ICE agents: "You still have TIME to refuse orders" Link below, or get our physical radio

Elon Musk and Tim Cook took a photo together in Beijing. Musk made faces.

@MrsIglesiasRKLB +1 - the company just sweats out operational excellence

$RKLB Question worth highlighting for those who aren’t familiar with my thesis over the years. In since VACQ. Love Space. Love the company. Love the team. All for objective reasons founded on transparency and execution. I’m holding for the opposite of “just the money”. Some would argue that continuing to hold is “greedy” after a 13X return. But strictly from a company perspective, I firmly believe that this is just the beginning with many sequential catalysts in the very near future; and now largely derisked as compared to before. The valuation may or may not hold near term, but I’m playing the long game which is becoming generational. Real investor mindset.

@christopherrufo when is new york doing this, the gov going to read this and be like "YES" great idea 😂

EXCLUSIVE: California spent nearly $189 million to give every state prisoner a free iPad. We interviewed a dozen death row inmates, who told us that prisoners are using the tablets to watch porn, engage in x-rated chats, and groom minors on the outside. city-journal.org/article/death-…

out of the box codex is the best, nothing is better at the moment.

@czue congrats, love using it, keep up great work

Pegasus made the Django developer survey this year!

@kurtsaltrichter aced, been enjoying the newsletter, great job!

Aged well from my Friday report.

You will know that the AI labs believe in ASI when they disband their newly formed consulting (sorry “forward deployed engineering”) groups. As long as people are required to figure out how AI is useful & do organizational change & systems integration, jobs seem to be pretty safe

Gunman shot by police after opening fire on busy street in Cambridge, Massachusetts; 1 person injured. Video by Boston 25 News.

@miramurati Congrats! This is a huge debut 🔥