Juzcat

@chapschatcats bonkers! love it. thanks for pulling out that clip. Don't mention him to Benny Cass as he will say he is 2 years away

@coudeta Consider too that this is only his 12th game of footy ever.

Cillian Burke had a career-best day last weekend against Werribee. Only just into his second year of footy, and already showing marked signs of improvement from Year 1 to 2. #VFL

@KrockFootball Benny said that Mitch Edwards is 2 yrs away earlier this year I think. Said same for lawson 2 yrs ago. care to revise those calls? What's Mitch's ceiling?

Hi all, You can't win 'em all -but even the most one-eyed of Geelong supporters will admit that was a cracking game of footy. Fire away for a Thursday PM recording.

@McJmckenna @GeelongCats zero chances to mark if its OOBOTF. He played well on balance

@GeelongCats Bltscavs what was he doing .. shocking late on

Heartbreak at the 'G.

@KrockFootball Mitch Edwards. not 2 years away. really good Lawson and Miers killed us with poor disposal. Bailey the anchor. Neale great. Mannagh and Close need new lawyers. annoying loss!!

FT: On the wrong side of a thriller Thoughts, Cats fans?

@KrockFootball did benny say Mitch Edwards was at least 2 years away. Time for a re think?

QT: Cats hang tough despite Hawthorn statisticial dominance.

@SawyerMerritt bloody kudos @Norway

NEWS: Tesla led sales in Norway in March with nearly 35% of new car sales, helping drive a monthly record 98.4% EV share. Only 22 gasoline & 126 diesel cars were sold. Top 10 bestselling cars in March: 1) Tesla Model Y: 4,288 units 2) Tesla Model 3: 1,860 3) Volvo EX40: 901 4) Toyota bZ4X: 883 5) Volvo EX30: 730 6) Volkswagen ID.4: 488 7) BYD Sealion 7: 476 8) Toyota Urban Cruiser: 476 9) Škoda Enyaq: 447 10) BMW iX3: 430

@SawyerMerritt "safe with a camera only approach" FFS what copium is that rubbish

Uber CEO in new interview: "By 2029, we think that we will facilitate more autonomous and robotaxi rides than anyone else in the world; When the day comes that those Teslas are safe with a camera only approach, we'd love to have those Teslas on our platform as well. We've got tens of thousands of Teslas on our platform now, and some of our drivers use FSD. It's a great car, safe car, we'd love to work with them, but there are plenty of other partners in the space." (via Moonshot pod)

@DavidSacks why not Elon?

I am honored and grateful to be appointed by President Trump to the President’s Council of Advisors on Science and Technology (PCAST) and to be named Co-Chair along with OSTP Director Michael Kratsios. PCAST is the principal body of external advisors tasked with shaping science, technology, and innovation policy for the President and the White House. Thirteen of the world’s most accomplished leaders in science and technology will join us as this PCAST’s initial members. Together we will make policy recommendations to ensure that America leads—and wins—in artificial intelligence and other cutting-edge technologies.  I look forward to working with the initial members: Marc Andreessen, Sergey Brin, Safra Catz, Michael Dell, Jacob DeWitte, Fred Ehrsam, Larry Ellison, David Friedberg, Jensen Huang, John Martinis, Bob Mumgaard, Lisa Su, and Mark Zuckerberg. Thank you to President Trump for his visionary leadership on technology policy which attracts the top luminaries in their fields to serve. It is an honor to be part of this distinguished group.

Agentic capability is improving fast. We believe Proof of Human is becoming critical for the internet and many of the platforms we use (like X). This paper explains why FaceID, face biometrics & government IDs won’t solve the problem, and what properties are most important.

this is a problem... Not" is an adverb used to negate verbs, adjectives, and other adverbs, not an adjective. It expresses negation, contrary to adjectives which describe nouns

@ns123abc @elonmusk Scam Altman strikes again

🚨 BREAKING: OPENAI PRE-IPO FILING LEAKED OpenAI just told investors Microsoft is a risk to their business and they are diversifying away from them >be microsoft >give openai your money >give them most of your compute >become their primary distribution partner >their largest shareholder, 27% equity ($135 billion) >then officially list them as a competitor to microsoft Satya Nadella to microsoft board: "Don't worry if OAI disappeared tomorrow, we have everything we need. All the IP rights, the capability, the data, the compute... EVERYTHING. We are below them, above them, and around them." OpenAI pre-IPO filing to investors: “If Microsoft modifies or terminates its commercial partnership with us, or if we are unable to successfully diversify our business partners, our business, prospects, operating results and financial condition could be adversely affected” the funniest part of all of this is 45% of microsoft cloud contracted backlog is driven by openai api… but openai just signed a $50B deal with amazon that violates azure exclusivity lmao Microsoft now threatening legal action against OpenAI most expensive breakup ITS HAPPENING

@tom_king79 @KrockFootball who else do we need to sign @tom_king79?

Geelong’s most pressing out-of-contract signature has been put to paper - Shaun Mannagh has inked a three-year deal, keeping him at the Cats until the end of 2029. @KrockFootball

@RudiEdsall Ottens tap way underrated there. Nevertheless, his whole game was a defining match winner. Was he BoG?

“Bomber Thompson can’t do much now… Ablett gets through, he can do plenty! Hooks it back, how about that! Cometh the moment, cometh the man! The son of the man!” My favourite piece of commentary on my favourite piece of footy. Dennis elevated it so much.

@KrockFootball @GeelongCats zilch. not happy gifting Dimma more wins

Genuine chance, no chance or outside chance for the @geelongcats tonight? Thoughts?

@KrockFootball dunno how u get a bench of more one pacers except Mullin who does not use his. No Danger no Cameron. Kids gotta step up

📋 AT SELECTION - OPENING ROUND 📋 The first team of the year is in - and a couple of stars are missing. Thoughts, Cats fans? 📋 tinyurl.com/47e6k78c

@_The_Prophet__ Singapore controls the Malacca Strait right now, not USA, thats a grandiose self embellishment reach. Of course if the USA wants to they can, as they control the Indian Ocean and have the carriers. SG is a US friend but walks a tightrope with China.

⚡️China is trapped. Their entire machine runs on seaborne energy and seaborne trade, routed through a handful of chokepoints they do not control. That dependency is a permanent strategic wound. The US does not need to “invade” China to break China. The US only needs to make shipping unreliable. Insurance spikes. Convoys slow. Ports back up. Freight reprices. Factories miss inputs. Export schedules fracture. The machine starts coughing. Hormuz is the live demo. A few drones, a few hits, a few threats, and traffic collapses. No legal closure required. The market closes it for you. Now scale that concept to Malacca, the South China Sea, and the broader Indo Pacific. That is why China is nervous. The war exposes the governing physics of the system. The governing physics: Energy corridors decide outcomes. Speeches decorate outcomes. China’s playbook is obvious Buy time. Build redundancy. Stockpile. Pipeline. Port network. Navy. Air defenses. Domestic substitution. Strategic reserves. Financial buffers. All of it exists for one reason. They cannot fight a great power war while depending on the ocean lanes that great power can squeeze. Taiwan sits inside this constraint. If China moves before they have redundancy, they risk self strangulation. If they wait forever, the window closes and the balance tilts away. So they live in a narrowing corridor. They are compressing timelines because the structure is compressing them. My clean read This Hormuz shock is a strategic message to China even if no one says it out loud. It tells Beijing the same thing war planners already know. Your economy is a ship. The sea is not yours. What happens next: China accelerates redundancy and internal resilience. China pushes harder for alternative supply routes and more domestic energy security. China becomes more risk aware, more brittle under energy shocks, more aggressive about securing buffers. China also quietly leans toward stabilizing Gulf flows because a Gulf energy shock hurts them more than most. So the truth: The US does not have to blockade China tomorrow to hold leverage today. The leverage already exists because the map exists. China’s problem is not ideology. China’s problem is geography.

@Teslaconomics by referencing wechat you underscore just how far behind US banking is. P2P payments done in Philippines way back in 2004 with GCash and Utiba using SMS. Welcome US banking to the third world

I don’t think people truly understand what’s about to happen with 𝕏 Money. This is Elon going back to his roots - back to x.com - and building what he always wanted in the first place: one place that runs your entire financial life. When he rebranded Twitter to 𝕏 in 2023, he said straight up that we’re adding the ability to conduct your entire financial world. He even said you may not even need a traditional bank account. Most people brushed that off. And now it’s becoming real. 𝕏 Money has already been live in closed beta internally within the company. A limited external beta is expected soon, and they’ve already secured money transmitter licenses in over 40 states plus DC. 𝕏 Payments is registered with FinCEN. Visa is officially partnered. You’ll be able to fund your wallet instantly, send peer-to-peer payments, move money to your bank, and eventually use a debit card. And I think this is just the beginning. This will probably start as a simple wallet where you can send money as easily as sending a DM. With this technology, you can pay creators, pay subscriptions, pay whatever bills, shop inside the app, get paid inside the app, and much more. Then, there will be high-yield savings, you can invest, you can get loans, have money market accounts, maybe even treasury access, cool smart cashtags that let you see live stock prices in your timeline and execute trades seamlessly, crypto integration, potentially full asset management… the list goes on and on… Elon literally said this is meant to be the central source of ALL monetary transactions. Bro… think about that for a sec. Your 𝕏 profile becomes your financial identity. Everyone you follow is already there. Everyone you interact with is already there. That social graph becomes your distribution engine. Like, you won’t need a separate banking app, no need for a separate investing app, no need for a separate payment app… this all lives where you already spend your time. Right here on 𝕏. Look at WeChat in China, which Elon always alluded to. Payments, messaging, shopping, investing - all integrated in one app. It handles $ trillions in volume and became deeply embedded in everyone’s daily life. Now 𝕏 is building the Western version of that, but with a more global reach, and xAI’s AI layered on top of all this. Before you call me crazy, you have to understand how big this opportunity is. Digital payments globally are measured in the tens of $ trillions of dollars annually. Even just capturing a small slice of that across hundreds of millions, and eventually a billion, users can change everything. 𝕏 already has the audience. That lowers customer acquisition costs significantly. Add fintech revenue on top of ads, plus float, plus lending, plus investing tools, and we’re talking about a completely different valuation profile. Now, $44B for this company looks like the bargain of the decade… this was one of the main reasons I invested in 𝕏. And if they execute the way they’ve executed at Tesla and SpaceX, this could truly fundamentally redefine how people handle $ . Most people today still see 𝕏 as just a social media app. I see it as the foundation of a financial system layered on top of a global network. Ultimately becoming the “everything” app. And this I believe is a once-in-a-generation opportunity. Elon is calling this a game-changer. I believe him.

@_The_Prophet__ lots of muppets panicking and unable to see past the end of the day

⚡️We have seen this post 200 times today. Korea down. Red chart. Wow. Narration is cheap. Signal is rare.

@benjamincowen Is recession inducing oil price directly correlated.? Biz cycle ends: 48 oil up 1.5%. no war 53 oil up 1.5%. no war 57 oil up 1.5% suez canal 60 oil dn 2.4% no war 69 oil dn 1.0% no war 73 oil tripled. Yom Kippur. Embargo 80 oil 200%. Iran 01 oil 200%. OPEC 07 oil to 147. no war

Oil is up another 8% today. Remember the rise of oil in a late business cycle environment leads to the beginning of the end of the business cycle.