sillybilly

1/ Why I’m invested in Unity $U - a serious executive summary: A breakdown of the company’s misunderstood strategic value, hidden moats, and why it’s a long-term compounder with asymmetric upside.

@elonmusk You need data

Feeling Optimustic about the future!

@TheTaiTran @colin_gladman @TheBronxViking Great to know. I’m in a similar situation. Very surprised how well people do with tips from X

@bibilybobs @colin_gladman @TheBronxViking Also yes, if you’re wondering I have recovered all of my money + a lot more from the market.

Are Colin and Bronx the best accounts to be on board with?

Now $U might get some deserved retail interest like $GME, $PLTR or $HOOD. Someone on Wallstreetbets is betting $800k that Unity will go from $49 to above $65 (40% move) in the next 3 months. My position is now around $4.5M in Unity (will make an update soon). Price target: $200

If those $GME “Day Traders” fall in love with $U everything will be just fine.

Time for $U to pop, my last $400 depends on it. 😅

$U Okay good overnight action after that gravestone Doji that was printed yesterday.

@DeItaone Before you can build a robot, you need to build an AR headset that has scene understanding, people understanding and tracking. Plug in GenAI to generate tasks and bolt onto a robot form factor - good to go. $AAPL $META $GOOG are the only serious contenders.

TRUMP ADMINISTRATION SHIFTS FOCUS TO ROBOTICS Politico reports that after its AI push, the Trump administration is now turning attention to robotics. Commerce Secretary Howard Lutnick has been meeting with robotics CEOs and is “all in” on accelerating the sector’s development, according to sources.

You can ignore Australia and NZ because they are young nations. Switzerland is a nation of 4 national languages with families stretching across borders for 500yrs, however, they have become far too relaxed in recent years by letting far afield nations.

@andyfromthef @elonmusk I think the unspoken probably is that population decline is being backfilled with immigration, which leads to cultural dilution and friction - a real problem. There is no decline when Western governments backfill from the globe. We should decline gracefully and reduce immigration

@bibilybobs @elonmusk The higher expectations (driven by capitalism) are the root cause. As for religion, correlation is not causation, i.e. people in poorer regions make more children not because of religion but because of more modest (or zero) expectations.

When @elonmusk says population decline is the greatest risk to society, he means it’s the greatest risk to market sizes (i.e his wealth). Most people on earth are existing only for the rich to harvest wealth from. US elite harvest the worlds people for money.

@andyfromthef @elonmusk You’re ignoring religious and education links to poorer regions. Richer countries work more and have higher cost of living, and higher expectations for qol

@bibilybobs @elonmusk This is provably false. Humanity boomed after the second world war, when conditions were much harsher than today. Also, people make more children where money is scarce. If anything, capitalism pushes people to make FEWER children, not more.

@andyfromthef @elonmusk The root cause of not meeting replacement level is insufficient quality of life / money to support it, so it naturally declines. When the balance is right, it equalizes. Most people say work and money are why they don’t have kids. It’s not a constant.

@bibilybobs @elonmusk No, that’s not true. Unless we restore our replacement level up to a decent number, we’ll vanish. That’s just math. Corporations should put profit above all else.

AI, AGI, robotics, nuclear fusion leads to Universal Basic Income. Then, population can decline without economic impact, and restore the natural balance of resources on earth, and quality of life for all. Humanity is at risk if this chart keeps going up, not down.

@andyfromthef @JohnnyShirt_ @elonmusk There is a withdrawal, but still massively over-developed world.

@bibilybobs @JohnnyShirt_ @elonmusk sure but you said the opposite one tweet earlier

@andyfromthef @elonmusk This is the current thinking, but is it relevant if AI, robotics and nuclear fusion automate most work with near unlimited clean energy? Companies don’t need human workers so much, just UGI. So population becomes net burden on resources, space, natural balance.

@bibilybobs @elonmusk a few govts are trying to counter population decline because population decline is a real problem, for social security, pensions, etc.

@andyfromthef @elonmusk It’s an exaggeration of course, but you can’t argue that many systems have put profits before all else. “Humanity” is actually more likely to survive with a smaller population as resources go further and pollutants reduced.

@bibilybobs @elonmusk also, I disagree with your take that "US elite harvest the worlds people for money." US elite captures a small value of all the value they create.

@JohnnyShirt_ @andyfromthef @elonmusk This is all relative. Population was sub 1b for most of history. Medicine created an exponential spike, which triggered infrastructure boom. Now spike is retreating and naturally infrastructure is abandoned and returning to natural balance.

@bibilybobs @andyfromthef @elonmusk Bro, in Europe there are many abandoned cities and villages, like ghost towns, it’s only densely populated in big cities. It’s well known that rural areas face major problems with medical facilities due to population decline. Elon cares deeply about morals and civilization.

@andyfromthef @elonmusk You can argue the same in reverse btw - nobody is pulling the strings to reduce population, it’s just happening by itself. Although people ARE trying to influence a larger population to defend economics, which may be resolved with AI and robotics anyhow.

@bibilybobs @elonmusk you speak as if the number of people on the planet had been engineered. The system is not an agent. There is no one pulling the strings to make it so that you father a certain number of children.

@andyfromthef @elonmusk The “decline” is relative to the tip of a spike that only occurred in the last 100yrs due to advances in medicine. For most of history, population was sub 1b people. People now live in shoeboxes and work 40hrs per week to survive, instead of having land, family time, community.