Andrew Wilkinson

This guy from The Netherlands emailed me asking if I'd come on his podcast. I didn't want to, so I used my usual line: "I'll only do it in person in Victoria." Welp, the SOB called my bluff. Flew 12 hours, mic in hand. Well played, @WouterTeunissen. It turned out great:

@cdngdev I've been using the OpenAI API to dress me for 2 years now. I built a spreadsheet with my entire wardrobe in it, then every morning I have my Openclaw send me 4 outfits with styling tips + images (image-gen-2) of a guy who looks like me wearing each option.

i gave 5.6 sol access to my camera roll and had it extract pictures of every piece of clothing i own from my photos then, told it to find new outfits for me and render them on me with gpt-image! its kinda cool to see your entire wardrobe in a collection like this

@michalwols @diabrowser @browsercompany Comparative advantage. I feel like OpenAI is focused on the Mac app, leave the browser to The Browser Company... or maybe they should buy them. @sama @fidjissimo these guys are good

@awilkinson @diabrowser @browsercompany Who knew focus and craft pays off great group @browsercompany

Wow, was I wrong. I was choked when I heard OpenAI was discontinuing Atlas. I just setup @diabrowser from @browsercompany. Atlas now feels like a joke by comparison. Super impressed.

@gregisenberg Love this

i keep a running doc called “things i’m not doing anymore” and look at it monthly really simple way to live a happier & more productive life

Guys, what do you think of my proposal @minchoi @MatthewBerman @danshipper @AlexFinn? Who's in?

A proposal: We affix all AI influencers with shock collars with small microphones and cameras. Should they type or utter the words "they cooked", the collar immediately administers a 50,000 volt shock. The voltage increases by 10,000 per utterance. Thoughts?

@aaron_epstein @aaron_epstein Can you upload an existing CAD/floorplan to edit?

@BeardyBrandon Also if they post a thumbnail that has them Home Alone-ing (both hands on their face mouth open)

@awilkinson Can we add in “…is over!” in there too?

@marshal 🤯🤯🤯🤯

@awilkinson “Claude just killed _____ “ to be included.

@aaron_epstein Dude this is so fucking cool.

Designing your dream home just got even faster

There is a process that I have used, and still use, to reignite life... Create two timelines—6 months and 12 months—and list up to five things you dream of having (including, but not limited to, material wants: house, car, clothing, etc.), being (be a great cook, be fluent in Chinese, etc.), and doing (visiting Thailand, tracing your roots overseas, racing ostriches, etc.) in that order. If you have difficulty identifying what you want in some categories, as most will, consider what you hate or fear in each and write down the opposite. Do not limit yourself, and do not concern yourself with how these things will be accomplished. For now, it’s unimportant. This is an exercise in reversing repression. Be sure not to judge or fool yourself. If you really want a Ferrari, don’t put down solving world hunger out of guilt. For some, the dream will be fame, for others fortune or prestige. All people have their vices and insecurities. If something will improve your feeling of self-worth, put it down. Drawing a blank? In that case, consider these questions: 1) What would you do, day to day, if you had $100 million in the bank? 2) What would make you most excited to wake up in the morning to another day? Don’t rush—think about it for a few minutes. If still blocked, fill in the five “doing” spots with the following: — one place to visit — one thing to do before you die (a memory of a lifetime) — one thing to do daily — one thing to do weekly — one thing you’ve always wanted to learn What does “being” entail doing? Convert each “being” into a “doing” to make it actionable. Identify an action that would characterize this state of being or a task that would mean you had achieved it. People find it easier to brainstorm “being” first, but this column is just a temporary holding spot for “doing” actions. Here are a few examples: 1) Great cook —> make Christmas dinner without help 2) Fluent in Chinese —> have a five-minute conversation with a Chinese co-worker Determine three steps for each of the dreams in just the 6-month timeline and take the first step now. Define three steps for each dream that will get you closer to its actualization. Set actions—simple, well-defined actions—for now, tomorrow (complete before 11 A.M.) and the day after (again completed before 11 A.M.). Once you have three steps for each of the four goals, complete the three actions in the “now” column. Do it now. Each should be simple enough to do in five minutes or less. If not, rachet it down. If it’s the middle of the night and you can’t call someone, do something else now, such as send an e-mail, and set the call for first thing tomorrow. If the next stage is some form of research, get in touch with someone who knows the answer instead of spending too much time in books or online, which can turn into paralysis by analysis. The best first step, the one I recommend, is finding someone who’s done it and ask for advice on how to do the same.

Fun way to customize your @usetoyo: 1. Take @awilkinson's awesome Deep Personality test deeppersonality.app 2. Grab the AI-optimized report and give it to Toyo 3. Chat with an iMessage agent who understands you on a freakishly deep level Kind of like a therapist who's also your assistant, wired into your email, calendar, Slack, etc. Wild combo.

@Agrippa’s report on $NUAI is solid. A few elements that I think (likely) misstate the NUAI story: 1) Ownership %: The analysis uses a low implied ownership rate. This is partly driven by low land values. Embedded in this approach is a potential logic error: if the project is moving forward, it is because the power has been secured and therefore the land should get a full powered land valuation. Said another way, if the power is secured, but there is no land, then the power is worthless, in the near-term. As such, management is in a great position to extract maximum value. Secondly, the Macquarie facility should have plenty of capacity to fully fund the NUAI’s share of equity and for management to forgo any part of their full allocation of (likely) up to 50% would be an egregious capital allocation error. Accordingly, they should and will raise additional debt or equity, as needed, because the ROI is massive. 2) Business strategy considerations: The analysis does not consider the 450MW embedded real option that is Phase II: islanded power. If Phase I were to fail for whatever reason, management has already procured turbines and an operator to bring this project online as a fully islanded solution. Said another way, Phase II can become Phase I and management can work with the utility to get grid power there over time (i.e. switch the order). Accordingly, Phase I is not all or nothing. 3) Leverage: The post-construction LTV is low. It should be between 75%-85%. This is based on my conversation with lenders + management’s own public commentary on this. 4) Valuation: When arriving at a discount rate, one typically discounts each of the assumptions individually and uses a lower discount rate OR uses a higher overall discount rate while take a less conservative view under the base case. But you don’t typically do both. In this case, there are elements of double discounting (on land value, ownership %, leverage levels, the terminal value cap rate, etc.) which could lead to a material error. All in all, a great report, but the above issues compound into a materially lower valuation than one would otherwise get to. To be clear, my comments are intended to be high-level observations as opposed to a detailed review and critique of the report. Agrippa is a strong analyst and it is great to have him cover the company. It is also worth noting that while I run my own valuation model for the business, the NUAI business model itself is in flux (i.e. order of phase 1 vs. phase II, stream vs. PDI, GP/LP model vs. straight equity contribution, etc.), partly due to the hyperscaler’s demands. Until the company announces deal terms, the NUAI X community’s work on this is directionally correct but likely missing a few critical details. In any case, there are multiple paths to success. NFA

@1stTimerFounder @jeremygiffon @patrick_oshag You are a bot.

@awilkinson @jeremygiffon @patrick_oshag @awilkinson dude I love your story, but I’ve never seen you engage with other people in your posts despite how insightful some folks could be. A little bit contradicting to the ending of your book 🤔

My friend @jeremygiffon said something that stuck with me on an interview he did with @patrick_oshag a few years ago: "There are two types of successful people: Before the fall, and after the fall." The idea is that, if you are successful—if you climb the mountain—you will fall down at some point. And when you do fall, the world will love it. In China, they say, "The tallest blade of grass is the first to get cut". And in Japan, “The nail that sticks out gets hammered down.” It's a natural phenomenon. We all love an underdog celebrity on their way up, then we all love to hate them when they say something stupid or get a bad haircut or get divorced. At the time I heard Jeremy say this, I thought shit, that hasn't happened to me yet. It was 2023 and I was riding high. My net worth was soaring and business was booming. Everything I did seemed to work. My X was filled with positive feedback. I counted many of my business heroes as friends. Then, I fell down. HARD. Our stock cratered. I went through a brutal divorce. I got publicly shamed. The phone stopped ringing. I noticed people distancing themselves from me. Suddenly, everyone thought I was a complete idiot. Some even thought I might be a fraud. I thought my life was over. The reputation I'd spent decades building had crumbled. But oddly, it ended up being one of the best things that ever happened to me. Here's a post I wrote about it: x.com/awilkinson/sta…

@BeardyBrandon Great way to figure out who your real friends are!

I super appreciate this post, Andrew. As you know- I’ve been going through a similar shift in how the world views me. The online hate is gnarly…. Especially since 99.9% of the mean tweets are from non-investors who know nothing about the deals we’re doing. But people LOVE to see a “successful” person fall.

@tobibog This chart is false. We did not go public at this valuation.

@awilkinson Are you talking to your investors?

GPT-5.6 Sol preview — it's a good model: