Anthony Pompliano 🌪

My rules of business: Build shit people want, never give up, avoid assholes, question assumptions, learn new ideas & always reward ambition

@DaveyJ369 No, we explicitly state we do not sell any data.

@APompliano Does Silvia harvest and sell data?

Most people have no idea what’s actually happening with their money. • Outdated spreadsheets • Hidden fees • Idle cash • Massive concentration risk They’re guessing. Now imagine this: You connect every account—banks, brokerages, crypto, real estate, even collectibles… And an AI instantly tells you: • Your real net worth (live) • Where you’re leaking money • How to reduce taxes • What happens if markets crash tomorrow That’s Silvia. Your AI Personal CFO. She is already tracking $30B+ in assets. Wealthy people pay entire teams for this, but you get it for free. Stop guessing. Start optimizing. Sign up → cfosilvia.com

@PeterMcCormack Looks like a great one

The schedule is out for our CheatCode conference this Friday in Bedford. Speakers include Lyn Alden and Jack Mallers. Tickets still available - cheatcode.co.uk

This is how America quietly got rich. This isn't about billionaires and hedge funds. It is the "stealth rich."

Everyone thought AI was going to destroy engineering jobs. @lennysan just published data showing the exact opposite is true. There are more engineer job openings than 3 years ago!

Recession odds are increasing. Before you freak out though, the odds are higher that we WON'T have a recession.

I sat down with CFTC Chairman @MichaelSelig yesterday to discuss AI, prediction markets, and crypto. It was a refreshing look into how regulators are trying to encourage innovation in America. Episode will drop this evening on all platforms.

@GiovanniSa86127 Yes

@APompliano so we are replacing marketing with engineers now?

This may be unpopular, but I am now focused on only hiring engineers for our open roles. Software engineers are expected to write code and produce software products. Media engineers are expected to create synthetic media assets and capture attention of target audiences. Legal engineers are expected to leverage existing tools to automate an entire legal department. Finance engineers do the same for the finance department. The latest AI advancements turn anyone into an engineer if they know how to use the tools correctly.

Good morning. Today is going to be a great day. Let’s get after it relentlessly.

@ericjackson Never bet against Kaz

Opendoor's weekly acquisition contracts just hit 610. Up 36% in one week. 6 months ago this number was 125. Critics will say they're "buying business" with a 4.99% mortgage when others offer 6.2%. They said the same thing about Shop Pay. Guess who built Shop Pay? Kaz.

🚨 The Case for Merging SpaceX, xAI, and Tesla The real play isn't three separate companies. It's one unstoppable system: Tesla + xAI + SpaceX. Energy. Compute. Manufacturing. Robots. Data at planetary scale. Global satellite distribution. And literal access to space. Tesla already owns the intersection of batteries, vehicles, Optimus bots, and a massive distributed energy + compute grid. Every car on the road is a rolling data node. Every Megapack is energy infrastructure. Add xAI and suddenly Tesla becomes a vertically integrated AI powerhouse with proprietary real-world data no one else can touch. That's the rocket fuel for frontier models. Now layer in SpaceX. Starlink gives you a global communications blanket. Rockets solve the ultimate constraint: getting massive compute and power into orbit. Put it all together and you have something nobody else can copy: full-stack industrial intelligence. Energy generation and storage. Physical hardware and distribution. Global comms. Launch capability. And the smartest AI models on Earth. Apple, Microsoft, Google? They don't own this stack. Not even close. Capital-wise, it gets even better. Tesla starts throwing off cash. SpaceX has long-duration contracts and Starlink revenue. xAI brings the explosive upside. One entity means smarter capital allocation instead of three separate balance sheets fighting for resources. And the narrative? Markets pay huge premiums for category kings. Right now investors have to stitch Musk's vision together themselves. A unified company hands them one clean bet on an AI-powered, energy-abundant, multi-planetary future. Yes, there are risks: execution complexity, valuation fights, regulatory heat, and serious key-man exposure. Merging won't be clean. But the upside is wildly asymmetric. Tesla shareholders get instant exposure to AI and space. SpaceX holders get liquidity and manufacturing muscle. xAI backers plug straight into real-world data, distribution, and capital. This isn't just a bigger company. It's the first true full-stack intelligence machine. Capturing energy, turning it into intelligence, deploying it through physical products, and beaming it around the planet (and eventually beyond). If the mission has always been to build the future faster, combining these three might be the single biggest accelerator. What do you think? Inevitable or too crazy?

Base Power is going to be one of the most important companies in the United States. The future of energy is being built by @ZachBDell, @JLopas, and the rest of the team down in Texas.

@MeekMill You only have to be right once, Meek

Basically saying a rapper not smart enough to achieve a real tech start up lol soon Ima find a long term "meek mill" supporter that's successful in the tech space that knows my influence value and my thinking patterns ... we gone see! I always save these post ha

Just had a meeting with a few people on our team. There was a moment where it became obvious that AI was going to replace the work of multiple people in the meeting (content production) over the long run. Although we don't know how long it will take, this was a "oh shit!" moment for the group. The conversation quickly shifted to where potential moats would be and how these individuals could use the new tools to become more productive in an AI world. The acceleration is becoming very obvious. Businesses are evolving, employees are shifting their day-to-day work, and products are rapidly improving. You either embrace the tech or you live long enough to get disrupted by it.

NASA just announced that America is going to build a permanent base on the moon. That means America gets to make the laws on the second inhabited planetary object in the universe. Pretty cool.

Private credit is hitting its first real redemption stress test. Here’s the situation in plain English: After 2008, banks pulled back from lending due to tighter regulation. Private funds stepped in and filled the gap. They offered flexible loans with floating rates and higher yields than public markets. In a low-rate world, investors chased returns and diversification. The result was massive growth. Assets went from about $900 billion in 2019 to more than $2 trillion. Then rates spiked after the pandemic. Borrowers started feeling the pressure. Defaults began creeping higher, especially in software and tech where AI is disrupting business models. At the same time, underwriting standards had loosened during the boom years. Now yields are compressing as rates ease, and investors are starting to question valuations that are not marked in real time. A few high-profile blowups flipped sentiment quickly. Now redemption requests are rising across semi-liquid private credit funds. These include non-traded BDCs and interval funds that promised some liquidity, but not full liquidity. Here is the problem though. These funds own illiquid loans. You cannot sell them quickly without taking a big discount. So when too many investors want their money back at once, managers have limited options. They can hold more cash, tap credit lines, or sell assets at lower prices. All of those hurt performance and net asset value for the investors who stay. So what do they do? They gate redemptions. Most of these funds cap withdrawals at around 5 percent of NAV per quarter. When redemption requests jump to 9 to 11 percent or higher, which we are now seeing at firms like BlackRock, Blackstone, Apollo, Morgan Stanley, and Blue Owl, investors do not get all their money back. They get a prorated amount or sometimes a return of capital. In extreme cases, funds can pause redemptions entirely or support the fund with their own balance sheet. This is not a 2008-style crisis. But it is a real stress test of the model. The core issue has always been the same. You are offering periodic liquidity on top of fundamentally illiquid assets. Now we find out whether that tradeoff was worth it.

Great convo with @APompliano

Imagine building a $6 million revenue business with zero employees and lots of AI agents. That is what @bencera has done and he pulled back the curtain on how he did it, what specific details have been most important, and what this means for founders moving forward.

@paoloardoino Haters in disbelief!

Tether signs engagement with a Big 4 Firm for its first Full Audit ❤️