
Jeff
556 posts

Jeff
@artemysone
10+ yrs recruiting engineers. Now building the tools that reimagine how hiring works.


"West Texas crude is substantially lower. The curve is in substantial backwardation," says @SecScottBessent on oil prices. "We're at record production. We're an energy superpower and we're just going to keep pumping."


POD UP! 🚨 Fifth Bestie Brad Gerstner (@altcap) fills in for Friedberg -- Elon's Anthropic deal: impact on SpaceX IPO, Anthropic's insane trajectory -- Dario's potential monopoly... could Anthropic overtake the Mag 7? -- The "FDA for AI" panic: Policy flip or fake news? -- Trading the AI market, state of the economy (0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction? (35:21) "FDA for AI" freakout, how the White House thinks about AI safety (52:01) Flipping AI's negative perception: Giving, healthcare and education innovation (1:00:04) Trading the AI market, state of the economy


Sports is no longer a diversion for billionaires and private equity. It's a defensive strategy -- the last bulwark against AI disruption. axios.com/2026/05/08/spo…


Today Dario admits that Anthropic only planned for 10x growth but got hit with 80x instead Internally called a “success disaster” Their compute effectively is off by a factor of 8x or more Now do the outages, rate limits, nerfed performance make sense? We need more compute!


The only companies firing people b/c AI makes them so wildly productive also share these attributes: - over-hired during COVID - are market share losers - have giant capex spend What a delightfully curious coincidence

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.



JUST IN: $XXI CEO Jack Mallers just said Saylor "ran out of people willing to give him money at 0% and now has to pay 12%." 🤯 What Mallers missed: $STRC is perpetual. The principal never gets paid back. Saylor is porting fixed income capital into Bitcoin forever. 🔶



Bitcoin only works if people use it. Today at @Blocks, we’re making that easier: • New @Bitkey with 100% more screen • 5% BTC Back with @CashApp at @Square merchants • Turn P2P payments into bitcoin on @CashApp • Soon, NFC tap to pay and bitcoin toggle on @Square • Proof of Reserves you can verify This is how bitcoin becomes everyday money.







