Every Shade of Blue

@_itssilv @charlssev Pregunta - y eso es malo? Si una familia decide que quiere la madre quedarse en casa creando el hogar?

@charlssev Se te olvida un punto importante: España está muy avanzada en cuanto a la mujer. Comparado con Suiza, que es bastante más conservadora, en España las mujeres tienen muchas más oportunidades de progresar laboralmente que aquí.

Soy consciente de que critico mucho a España Es un país con impuestos altos, con una mentalidad alejada de la abundancia y un Estado insaciable. Todo ello permitido por una parte de la población que ha comprado, cada uno de los argumentos del Estado. Paga mucho porque no vas a tener carreteras, o sanidad, o una vida digna. Pero tengo que decir que tenemos mucho de lo que estar orgullosos y que si cambiaramos algunas cosas podríamos ser el mejor país del mundo. ✅ Somos líderes mundiales en donación de órganos. Si eso no explica el espíritu solidario del español medio yo ya no sé. ✅ Tenemos un clima increíble Pocos países tendrán más días de sol que nosotros. Inviernos cálidos y mucha luz. ✅ La mejor comida del mundo Habrá quien discrepe pero tenemos tanta variedad de platos nacionales y regionales que asusta. El jamón que me traigo cada vez que vuelvo a Suiza, pescaito, unos huevos rotos con chistorra, el tumbet y sopas de mi tierra. Y por una fracción de lo que te cuesta en muchos sitios de Europa. ✅ Ciudades bonitas Palma, Barcelona, Madrid, Sevilla. Vale que sales del centro y cambia la cosa, pero ahí están. ✅ Paisajes Tienes desde las mejores playas en las Baleares, montañas increíbles, mucho verde en el norte, desierto en el sur.. Todo tipo de ecosistemas. Por eso me duele tener que ser tan crítico a veces. Porque al final te están haciendo decidir entre dos vías: 1️⃣ Quedarte sabiendo que ganas tan poco que no te vas a comprar una casa. 2️⃣ Irte fuera en busca de oportunidades y de una vida mejor. Quizás a España "sólo" le falte lo más importante.

@dhh Marbella

Nice day for a drive eh.

@osf_rekt 💯… you avoid comfort zone as you kick start your career … and gain loads of insights and parallel thinking from observing how life and systems operate in different countries/cultures.

i think moving to from london to nyc alone in my 20s was prob the most pivotal moment of my life

@sninobecerra Por eso la IA tiene mucha más oportunidad de disrupción en el mercado de ESP

1/4. Otra vez. Los salarios son bajos en ESP porque lo es la productividad. A la vez, una productividad baja no es capaz de revertir la inflación, e ir subiendo el SMI no mejora los salarios porque es una decisión política que no tiene en cuenta la productividad. La estructura

@AdamBLiv @TimKotzman Is STRK also senior to STRC? Isn’t it less risky?

STRK now has a higher effective yield than STRC... ...AND you get the upside after MSTR moons. Crazy deal here... we've never seen this opportunity with STRK.

@hispanicnomad @chikop2p La ZEC es para montar empresas o hay ventaja fiscal para individuos también?

@chikop2p Mola Conseguiste lo de la zona ZEC?

Madrid 🇪🇸 has gotten INSANELY expensive to live and visit Was just looking at Airbnbs for a month and most of them are basically 3000€. That’s for a one bedroom And if you rent long term it’s not much better: 800€/month for a studio in one of the worst areas of town, basically double if you want to rent something decent I always say I didn’t leave Madrid; it kicked me out

@_10delta_ @SimonDixonTwitt

3 weeks ago I argued the US goal in Iran is to seize the global oil spigot. Venezuela in January -> Iran in February. Neutralize every supply channel outside the dollar system within 90 days. Achieve a compliant successor government and complete energy dominance. The oil thesis was the obvious layer. However, when you zoom out & view the last four years as a single sequence rather than isolated geopolitical events, the architecture of the grander US plan becomes visible. 1st was Europe, which laid the groundwork. The Ukraine conflict provided the justification for sanctions that collapsed Russian pipeline gas from 150 billion cubic meters to 40. Then Nordstream was destroyed, which rewired the entire European energy system permanently. The US went from supplying 28% of Europe's LNG in 2021 to 58% by 2025, exporting a record 111 million MTs, the 1st country in history to break 100 MT. Europe was transformed from a customer with options into a captive market now purchasing its survival in USD. 2nd was Syria. The fall of Assad severed the critical node connecting China's Belt & Road Initiative to the Mediterranean. The trilateral railway linking Iran, Iraq & Syria, designed to bypass Western maritime chokepoints, was completely destroyed. This isolated Iran geographically & cleared the path for what came next. 3rd was Venezuela. In January the US effectively took control of the world's largest heavy crude reserves. The US Gulf Coast has the most advanced refining complex on earth, specifically built for heavy sour crude. Phillips 66, Valero & the rest are now positioned to process hundreds of thousands of barrels of Venezuelan crude daily. The US captured a massive strategic reserve & solidified its position as the dominant exporter of refined petroleum products, an industry worth $110 billion in 2025 alone. Venezuela & Iran were the two major oil supply channels that existed outside the dollar system. Both produce heavy crude sold primarily to China & evaded US financial supervision. Both now being neutralized within 90 days, which leads us to.. 4th is Iran & the Middle East energy shock. Israel struck Iran's South Pars gas field, the world's largest natural gas reservoir. Iran retaliated against Qatar's Ras Laffan, the single largest LNG facility on earth, responsible for a fifth of global supply. QatarEnergy's own assessment is that 17% of export capacity is gone and recovery will take up to 5 years. The Strait of Hormuz is closed. European gas prices spiked 70%. Asian spot prices doubled. The only remaining scaled supplier? The United States. If Iran falls & a successor government is installed that the US controls or influences (the Delcy model described weeks ago) then roughly 40 to 45 million barrels per day of global production out of 103 million is effectively under US control. OPEC becomes irrelevant because the US coalition is now the marginal producer. Now add the gas dimension & it goes beyond oil. This war is solidifying the petrodollar system as it evolves into a hybrid petro/LNG-dollar. The old system was built on Saudi crude priced in USD. The new system is built on American crude plus American gas from the Gulf Coast, with no alternative supplier of comparable scale. The dependency is deeper because LNG infrastructure requires long term contracts & regasification terminals that lock buyers into supply relationships for decades. Europe & the Pacific allies (Japan, South Korea, Taiwan, etc.) cannot pivot away as there is nowhere left to pivot to. They're now locked into the US energy system. The market confirms this. DXY went from 96 to 101. Gold down ~20% from its January all time high. Bitcoin down 20% on the year. Brent above $100. European & Asian institutions are liquidating precious metals and crypto to buy dollars because they need dollars to buy the only remaining scaled energy supply. The world is selling its gold to buy American energy in American currency. The dollar is now being weaponized through energy dependency. The structural repricing is happening regardless of how the conflict resolves. But the US grand strategy goes deeper.. Artificial intelligence is a physical industry. It runs on power and chips. Data centers require massive uninterrupted baseload electricity, primarily provided by natural gas. Semiconductor fabrication requires helium & rare earths. By choking the Strait of Hormuz & crippling Middle Eastern LNG & helium production, the US is systematically degrading China's ability to power its data centers & fabricate semiconductors at scale. The US is energy self sufficient, especially with newly captured Venezuelan reserves & expanding Gulf Coast capacity running on domestic gas. On the other hand, China is import dependent & every joule it imports effectively now transits chokepoints the US Navy controls.. Iran was the Belt & Road's overland energy bypass, the corridor that allowed China to mitigate the Malacca Trap. With Iran neutralized that corridor is severed. China faces a world where its compute infrastructure competes for scraps on a depleted global LNG market, while American data centers run at full capacity on domestic energy. Russia is next in the sequence. A post-war Iran reopening under US influence competes directly with Russia for the same refineries in China & India at lower cost. Iran's production costs are lower. Russia loses its last structural advantage in heavy crude & its economic lifeline. Additionally, under the Iran war cover, Ukraine has been opportunistically destroying Russian energy infrastructure & all signs point towards Russia being at the end of the line. The message from Washington becomes very simple: we dismantled two regimes in three months, your economy is about to get crushed, sign the Ukraine deal. Then Trump sits down with Xi holding every card. Complete energy dominance. The hybrid petro/LNG-dollar fortified, Iran cleared, Russia cornered, & China facing the Malacca Trap fully closed with no remaining energy bypass. Israel & the GCC are absorbing the kinetic cost of a conflict whose primary beneficiary, counter to the mainstream narrative, is actually America (First). Qatar offline for 5 years reprices the entire global gas market in favor of US exporters for the remainder of the decade. The Gulf states face years of rebuilding. Europe faces its 2nd energy crisis in four years. Sure, the average American might face temporary moderate inflation & higher gas prices. But if you are the architect of the US empire & you view the rise of China & Chinese ASI as an existential winner takes all scenario, the collateral damage is acceptable cost. Whoever controls the energy corridors controls the monetary system. Whoever controls the monetary system & the energy supply simultaneously controls the compute infrastructure that determines which civilization builds ASI first. The US is seizing all 3.

@_10delta_ @LukeGromen

Same with Bilbao, Santander and Pamplona. As you head north, middle income are more traditional with their Barbour style Clothing. Madrid is similar but only in select areas, Barcelona does not share this at all, way more alternative and international. You can argue there is the aberchale in th basque region but this is a mid to low socioeconomic.

The last time I was genuinely impressed by the amount of stylish people on streets was in San Sebastián, Spain. And I remember being surprised at the time. I can understand this happening in Milan, Paris, New York, London..but San Sebastián? So I did a bit of research. Turns out the Spanish royal court summered there every year from 1885. Naturally, the aristocracy followed. So dressing well in public became the norm. Btw, Cristóbal Balenciaga (one of the greatest couturiers who ever lived) opened his first boutique there in 1919. His early clients were Basque nobility and Spanish royalty. In terms of fashion style, it's not flashy or Mediterranean. The Basque aesthetic leans toward quality, restraint, and fit. Which is closer to French sensibility (the French border is only 20km away) than Andalusian.

@dansemperepico @dansemperepico - have you had a look at Paperclip? You can connect to Claude Code too run multiple agentic CO’s

Tomorrow I'm unleashing Claude Code on my OpenClaw's MacMini to rip its guts out. Claude Code will extract all the OpenClaw architecture, memory, and files and transplant them onto my main Mac. I do not see any point in running OpenClaw on a separate machine when I can run any number of Agentic AI apps like Perplexity Computer, Claude Code, Codex, or Gemini CLI as I please on my own machine. Since we can also do remote access to Claude's stuff you don't need to deal with the file sharing and syncing issues that arise from having an OpenClaw running on a VPS or separate computer with its own accounts for everything. Plus, I cannot tell you how much I enjoy having multiple terminals open to command my agents. So much better than doing it via Telegram.

@bonam @coreyganim This is great, I think this is the way to go for a successful solution in production. That said, it does require the client to be IT savvy. What revenue does and ICP have for you? 5-50M ARR?

@coreyganim that’s what i do embed in customer, build, implement, train 1-2 key people, then transfer everything and exit bonam.com

the real play here isn't building custom AI for businesses. it's certifying the people inside the business to do it themselves. skip the scope creep. skip being on call when something breaks. just train their ops person, their EA, their marketing lead to implement AI internally. less revenue upfront. infinitely more scalable. and the business actually retains the knowledge instead of depending on you forever. someone is going to make a killing with this model.

@osf_rekt This will compound and accelerate the shift to entrepreneurial economies. Will be interesting to see legacy industries head to head with tech first v dinosaur infra (Revolut v HSBC for example) That said, the AI Operating System is THE solution for SMB’s to get out and win

been speaking to a lot of friends who say they cannot use claude because companies they work for restrict usage or can't install it on company devices the bigger the company the less likely it is you can use it presumably all the big companies are spending tonnes of money on "researching how to use AI" rather than actually using it i think it gives startups like @rektdrinks a massive edge in this race by the time most big cos have concluded their research and implemented systems, we'll be millions of miles ahead

@felixrieseberg @felixrieseberg - Can Claude using computer be used to record a human using the desktop to buildout human workflows and share with Claude to analyze?

I want to share a little more about how Claude using your computer works! When Claude wants to use your computer, it first needs to request access to specific applications (Slack, Figma, any other app).

@osf_rekt This is awesome. How long would you say you have taken to ramp up on Claude Code? Are you using VS Code or another IDE? I am getting started and want to push all my chips into Claude Code and learning to build out an Agentic OS. Great story, look forward to learning more

This is Technologic Write it, cut it, paste it, save it Load it, check it, quick – rewrite it Plug it, play it, burn it, rip it Drag and drop it, zip – unzip it Lock it, fill it, call it, find it View it, code it, jam – unlock it Surf it, scroll it, pause it, click it Cross it, crack it, switch – update it Name it, read it, tune it, print it Scan it, send it, fax – rename it Touch it, bring it, pay it, watch it Turn it, leave it, start – format it

The speed of @AnthropicAI is quite something.... literally a new big product feature every few days. Wild.

Write it, cut it, paste it, save it Load it, check it, quick – rewrite it Plug it, play it, burn it, rip it Drag and drop it, zip – unzip it Lock it, fill it, call it, find it View it, code it, jam – unlock it Surf it, scroll it, pause it, click it Cross it, crack it, switch – update it Name it, read it, tune it, print it Scan it, send it, fax – rename it Touch it, bring it, pay it, watch it Turn it, leave it, start – format it

Today, we’re releasing a feature that allows Claude to control your computer: Mouse, keyboard, and screen, giving it the ability to use any app. I believe this is especially useful if used with Dispatch, which allows you to remotely control Claude on your computer while you’re away.

This feels like a huge step - not only can it control, but it will have the capability to simply observe, learn over 1 or 3 months and just take over …. This is the Daft Punk moment …. Write it, cut it, paste it, save it Load it, check it, quick – rewrite it Plug it, play it, burn it, rip it Drag and drop it, zip – unzip it Lock it, fill it, call it, find it View it, code it, jam – unlock it Surf it, scroll it, pause it, click it Cross it, crack it, switch – update it Name it, read it, tune it, print it Scan it, send it, fax – rename it Touch it, bring it, pay it, watch it Turn it, leave it, start – format it

⚡️This is the moment the model gets hands. That is the real threshold. Once an AI can see the screen, move the cursor, type, navigate software, and execute workflows across arbitrary apps, the whole game changes. The limiting factor stops being language quality. The limiting factor becomes agency. Can the model actually do the work, not just describe it. That is why this matters so much. The modern office is already a robot environment. Buttons, forms, dashboards, tabs, permissions, drop-downs, inboxes, calendars, CRMs, spreadsheets, admin portals. Humans were the temporary glue holding all that fragmented software together. The moment an AI can operate the same interfaces, a huge amount of white collar labor becomes directly attackable without waiting for every company in the world to rebuild its stack. A lot of “knowledge work” was never pure insight. It was operational stitching. Open this. Copy that. Check this field. Schedule that meeting. Move this information between systems. Generate the draft. Update the CRM. Reconcile the report. Upload the file. Follow the workflow. Escalate the exception. Once the model can touch the interface, the human integration layer starts getting erased. The desktop is becoming the first real robot body for AI. People keep imagining humanoids as the big labor shock. The real labor shock arrives sooner through screens. The average office worker already lives inside a digital box. If the model can act inside that box, it has entered the worker’s physical domain. That is enough to trigger a major compression wave. The first wave will be supervised agency. One human overseeing multiple agentic processes. One operator managing ten machine clerks. One analyst managing five machine researchers. One coordinator managing twenty machine admins. That still destroys labor demand because the firm no longer needs one human per workflow. It needs one human per cluster of workflows. That is where the real cull begins. The next layer is organizational. Middle management, operations teams, chiefs of staff, coordinators, assistants, junior analysts, support staff, back-office processors, internal service functions, all the roles built around moving information through software become vulnerable. Once the CEO, VP, or manager can directly deploy agentic systems into the stack, the argument for multiple relay layers gets weaker fast. And deep down, this is how bureaucracy starts dying. Through hundreds of micro-automations that remove the need for human routing, human clicking, human follow-up, human translation, human glue. The deepest part is that capability is no longer the hardest problem. Trust is. Who gets permission. Who watches the model. Who is liable when it clicks the wrong button. Who audits what it did. Who controls the credentials. Who stops the model from becoming a security breach with a smile on its face. That is the next battlefield. The winning AI platform will not just be the one that can act. It will be the one enterprises trust enough to let act at scale. Reliability, auditability, security, permissions, rollback, human override, those become more important than one more bump in benchmark intelligence. So my real view is simple. This is one of the most important threshold crossings so far. AI is moving from cognition into execution. The computer is becoming its robot body. The office stack is becoming automatable in place. A massive slice of white collar labor is now in the blast zone. Once the model can operate the software, the countdown starts.

@PeterMcCormack @PeterMcCormack - really enjoyed your second conversation with @SimonDixonTwitt . I am of similar age to both of you and felt very aligned. Well done on the show 👏👏

Our little podcast has been doing alright recently. We switched things up a little in February and had a record month. We’ve already beat that this month with 8 days to go. Not bad for a halfwit from Bedford with 5 GCSEs. We don’t have any private funders or secret backers. It’s just me, my son and Curt grafting in a studio in London with a few sponsors. Thanks to anyone who has been a guest, anyone who listens and everyone giving me advice on how to be less fat and more Christian in the comments. Love ya all!

@timevalueofbtc How are you learning? You working with any specific resources? My end goal is to build an AI operating system on CC

I am on a 48-hour Claude Code bender, ask me anything

@fintechfrank Spain …

Where is a $2k apartment a flex?