Ben Sigman

2718 Fund Update

@shawnlocky @dotkrueger we goin up

Sitting at .59 Power Law ✅ - @dotkrueger @bensig

@Goeun_6121 @echavis I know a few PE guys doing rollups like this... HVAC, flood remediation, tire distribution centers...

@echavis @bensig PE rolling up trades is real. seen it in HVAC already. but that's a capital structure problem, not an AI problem. the original chart was about AI displacement specifically. two different threats, both worth watching.

Get ready to lose your job. Andrej Karpathy co-founded OpenAI and ran Tesla's AI… now he downloaded and mapped every job in America by AI exposure… The results are not what you'd expect. $100K+ earners are the MOST exposed at 67% <$35K earners are the LEAST exposed at 34% Bachelor's degree only? Most exposed of any education level! $3.7 trillion in wages in the blast zone. The plumber is safer than the analyst. The janitor is safer than the executive.

@cpgone4 needed a money order, banks were closed... going to wait for monday anyway...

@bensig Can easily be done from a home computer or walmart

...people think western union is more legit than Bitcoin... literally every western union on google maps has a store view like this:

WW3 drone warfare preview

luma.com/mh8sn8ym March 22 - 12p - ny fav bonsai sensei is organizing a little beer and bonsai event come on out and grab your own beautiful little bonsai. Beer is optional.

Stanford PhD. Wall Street trader. 10 exits. $500M. Fred Krueger accidentally invented Photoshop layers before Adobe did. His Java startup was days from bankruptcy — then the acquirer became the #1 stock on NASDAQ. And he's a Bitcoin maximalist who says AI makes everything else look small. "The great exit has nothing to do with your product. It has everything to do with timing." New episode → link in bio #startups #founders #entrepreneurship #bitcoin #AI #venturecapital

@Vishnu_Analyst @Fullcarry the higher oil prices were factored in when the decision was made to start a war that would cause hormuz to be closed.

@Fullcarry Can sustained higher oil prices and a prolonged war cause the Fed to change its view and potentially start hiking rates again for some time to tackle inflation?

USTs getting nuked again overnight. Ultras down another 25 ticks

ZuckerBorg

Meta buying moltbook is such a joke. Whatever they paid, it is too much.

Sex is a very intimate and sacred act Your body is a temple and you shouldn't share it with someone who has a mac mini for openclaw

“AI on Meta? If it’s meta it has to be bad”

Amazon should make a shopping skill for Claude to go put things in my cart and checkout

@ProofofMaro with the inflation coming from this war, you never know when you might need a few spare billion... or 10

Shoutout to @bensig for making me a Zimbabwean billionaire for my knowledge on UTXO’s at UCLA’s bitcoin conference 💃🏻💵

15-15=0 Simple math guys

Everyone has been modeling Bitcoin's fair value incorrectly. The real statistical fair value for Bitcoin today is $101,000, not $130,000 or $118,000. Linear quantile regression or OLS regression is not the correct way to model Bitcoin's fair value. There is clear decay at the median. At the first quantile, all decay fits and linear fits give the same value. Proof: the 1st quantile has zero decay. All decay fits collapse to linear quantile regression; they don't at the median.

@JamshidHormuz this makes sense

@bensig "Singularity" was always a misnomer.... It isn't a "singularity" in the mathematical sense, like 1/x as x->0, which happens at a well defined point. Rather it is exponential growth, which gets going really fast, but is spread out over time.

singularity won't be an event... in the future it will be debated if it occurred in 2023 or 2027... but it likely has already begun to happen and we just don't know yet