Al Goldstein

1.6K posts

Al Goldstein

Al Goldstein

@goldstein2002

Lifelong entrepreneur, father and husband, Immigrant, co-founder and CEO @ Avant, Stoiclane, Forged in America podcast, https://t.co/9prLc1tPPY

Miami, FL Katılım Mayıs 2011
722 Takip Edilen589 Takipçiler
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Al Goldstein
Al Goldstein@goldstein2002·
Ep 23 of Forged in America drops soon on YouTube, Spotify, Apple etc — get it right now on X below! 🔥👇 Just Al & Ravin riffing, no guest, pure reflection after 22 episodes of heavy-hitters. Why keep going? Forces clearer thinking, banks stories for our kids, and keeps us hanging out like this forever. Politics brutal: Crenshaw lost despite huge lead; Rahm walked away—success brings zero sympathy for the human cost. Entrepreneurship grind: Bias for action, push through misery (Travis Kalanick energy), timing + wind at back, authenticity sells, don’t trust gut (Tony Davis structured interviews only). Family/legacy pitfalls: Family businesses often breed resentment, don’t “manage from the grave,” build your own chips on shoulder—greatest edge from disadvantages overcome. Stoicism core: Memento Mori tattoo wisdom—stay humble, imagine Sisyphus happy. Problems are the game. Read old books (Lindy effect), ditch stale media (Murray Gell-Mann amnesia). Selling & hiring: Learn authentic selling, early bets on people, pain builds real edge—success not final, failure not fatal (Churchill). Raw midlife takeaways. What’s your biggest one—stoicism, bias for action, or avoiding family biz drama? Full episode on X 👇 (jump in!): (00:00) Intro & why we podcast (01:15) Crystallizing thoughts + family archive (05:48) Feedback & getting better (07:13) Political guests: Crenshaw loss & Rahm’s choice (09:03) No sympathy for success (13:46) Chips on shoulder (18:34) Don’t trust gut in hiring (22:31) Struggle = growth (36:10) Sisyphus happy + Memento Mori (41:43) Read old books (48:53) Wrap + next guest tease RT if you’re ready. Drop your biggest reflection below! @RavinGandhi1 @goldstein2002 #Entrepreneurship #Stoicism #PodcastReflection #ForgedInAmerica #MementoMori
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Dave Portnoy
Dave Portnoy@stoolpresidente·
The unbelievable arrogance and hypocrisy of begging millionaires to return to New York while the new Mayor simultaneously says he despises millionaires and supports communism. I wonder why people are flocking to Florida?
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Al Goldstein
Al Goldstein@goldstein2002·
How is that? The JCPOA??? Massive diplomatic accomplishment that gave the regime huge amounts of cash and ability to project terrorism while enabling their path to a nuclear bomb. Unfortunately some people only understand strength.. I wish it was otherwise but I like to see reality as it is not as I would like it to be.
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Mario Nawfal
Mario Nawfal@MarioNawfal·
I'm not naive. I know that military force is sometimes necessary to thwart evil (most obvious example is Nazi Germany) But I don't think it was necessary whatsoever with Iran. Iran could have been denuclearized and the U.S. could have had more control/influence over the strait of hormuz through diplomatic means
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Mario Nawfal
Mario Nawfal@MarioNawfal·
In January, I was the loudest voice on X criticizing the Iranian regime. Result? All regime supporters flooded my comments calling me a ‘zionist’ and an ‘Israeli asset’ Now, as I criticize this war (I’ve always been anti-war), some pro Israeli hawks voices are labeling me a ‘regime sympathizer’ The same happened during the Gaza war: I got called both a zionist and an anti semite, and received death threats from both sides Here’s my stance so you don’t have to guess: - Very critical of the Iranian regime. What they did in January was horrific - The current war is a mistake, and if the objective is regime change, then I am very worried about Iran’s future as risks of civil war increase - I am very critical of what Israel did in Gaza and the West Bank, and more nuanced on their attacks on Hezbollah and Iran - I believe Hezbollah should be disarmed - The U.S. objective in this war is control of the Strait of Hormuz, to beat China in the AI race. I’ve always said I want the U.S. to win the AI arms race, as I do not want to live in a world where AI is controlled by an autocracy - As an Australian citizen, I am a believer in our democratic way of life and have always been critical of anyone threatening democracies (EU, Brazil, Pakistan). But this does not mean I support the various interest groups pushing our world into endless wars - As the son of a religious Christian family, I respect all religions, but don’t think religion should ever justify wars Did I miss anything?
Mario Nawfal@MarioNawfal

Why am I against this war? As someone who's been EXTREMELY critical of the Iranian regime, so much so I was labeled 'zio' by many, I've always advocated AGAINST regime change through military means The reason is simple: In over 100 years, there's been ZERO successful regime change operations without boots on the ground And we're seeing this play out right now: The Iranian regime's grip on power has strengthened under bombardment, and they've become even more brutal in suppressing dissent If the U.S. conducted a very limited military operation to give Iranians the chance to bring down the regime, then maybe I would have been supportive (assuming the country does not descend into civil war) But seeing Iran get bombed daily, Israel and the region get attacked, U.S. troops die, and the global economy cater... this is not what I envisaged for 2026. I want the U.S. to win against China I want the regime to fall I want Iran to be a democracy I want Hezbollah's military arm gone I want Lebanon and Iran to normalize with Israel But a prolonged war with Iran is NOT the way to achieve any of these goals

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Wall Street Mav
Wall Street Mav@WallStreetMav·
Florida’s state budget is $117 billion. Florida's population is 23.7 million New York's state budget is $237 billion New York's state population is 20 million New York City’s budget is $127 billion. It's population is 8.4 million Florida is thriving. NY and NYC are in crisis.
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Avant
Avant@avant_forward·
This past weekend, we felt extra lucky to have a bird’s eye view of the Chicago River from our office windows 🍀 Every St. Patrick's Day, the city dyes the Chicago River green. This year, Avantees watched it happen from the comfort of our office at the Merchandise Mart. There were snacks, a scavenger hunt, kids running around, temporary tattoos, and a front-row seat to one of Chicago's best traditions. Shoutout to our Fun Committee for pulling it all together, and to the Avantees who shared their pics of the event for this post. We are lucky to have a great crew and a great view. 🍀
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Al Goldstein
Al Goldstein@goldstein2002·
Fixed it: Israel’s objective: Allowing its people to live safely without constantly worrying about the next October 7, rockets, and a future nuke that could take out the whole country.
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇺🇸🇮🇱🇮🇷 U.S. and Israel: Same war, different goals War Sec. Hegseth pushed the “everybody’s on the same page” line in his press conference. The reality is 2 very different playbooks. U.S. objective: Full control of the Strait of Hormuz, securing the energy artery that powers Big Tech data centers, AI, and U.S.’s tech supremacy. Israel’s objective: Territorial expansion, unbreakable regional dominance, and stepping up as a true global power in the shifting world order. Why this matters? U.S. wants a fast energy win it can exit. Israel wants lasting supremacy that redraws the map. Geopolitical turning point: The longer the fighting drags on, the more the “special relationship” starts to crack. Source: Al Jazeera
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Mario Nawfal@MarioNawfal

🇮🇷 Iran war just flipped to energy warfare: Report day 19 Israel bombed Iran's massive South Pars gas field (world's largest, shared with Qatar). Iran hit back hard:missiles slamming Qatar's Ras Laffan LNG hub and other Gulf energy sites. Oil blasting past $110. Global gas chaos incoming. Why this matters: This isn't proxy games anymore. They're torching the arteries of world energy. Your gas bill, food prices, everything spikes when the lights flicker in the Gulf. Geopolitical shift: Tehran’s ditching "proportional" responses: going full escalation to drag everyone in. Israel pushing deeper strikes + leadership kills. Trump threatening to obliterate the whole field if Iran doesn't stop. U.S. ground ops whispers getting louder. Nuclear red lines blurring. Definitely this phase hits wallets worldwide. Source: HamidRezaAz

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Jeffrey Gundlach
Jeffrey Gundlach@TruthGundlach·
On Wall Street: 2005-2006: “Hey! We found a way to turn BBB ratings into AAA ratings. And pocket the difference!!” 2024-2025: “Hey! We found a way put illiquid assets into liquid funds. And pocket the difference!!” Come home to DoubleLine.
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Al Goldstein
Al Goldstein@goldstein2002·
IRR also has significant limitations. You can generate attractive short-term IRRs with low MOIC that don't pay the bills. IRR ignores reinvestment risk, which is real. Compounding at high returns is really powerful—if you can get 20%+, it's lights out. No single key metric will capture all of this.
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Harry Stebbings
Harry Stebbings@HarryStebbings·
Why MOIC is a BS Metric and IRR Matters More: "Most early-stage firms focus on MOIC, but MOIC is a bullshit metric compared to IRR. A fund can return 7x over 20 years and still only generate a teens IRR. If the go-forward IRR is not compelling, you have an obligation to your LPs to sell at least part of the position." @gokulr Love to hear your thoughts and reflections on this @joshk @MKRocks @honam @infoarbitrage @briannekimmel @NWischoff @pitdesi @nbt
Harry Stebbings@HarryStebbings

Most podcasts are BS because they are fluffy and lack substance. This is the densest, most insightful episode you will listen to this year. @gokulr breaks down the 8 defensible moats you need for your company to be successful in a world of AI. 1. Data (Proprietary and inaccessible) 2. Workflow (Deeply embedded operations) 3. Regulatory (Licenses and contracts) 4. Distribution (Exclusive proprietary channels) 5. Ecosystem (Third-party platform reliance) 6. Network (Marketplace liquidity density) 7. Physical (Infrastructure and atoms) 8. Scale (Low cost through volume) (Links below)

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Al Goldstein
Al Goldstein@goldstein2002·
Well said by Jensen. This is the classic Jevons Paradox: improved productivity allows us to create more... unless you have no imagination, in which case others will do it.
Ricardo@Ric_RTP

Jensen Huang just called out every CEO who’s been firing people “because of AI.” Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive. Jensen's answer: "For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more." Read that again. The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing: They have no imagination. They have no vision for what comes next. They got handed the most powerful tool in human history and their FIRST instinct was to fire people. This is the CEO of NVIDIA. The company whose chips power every AI system on the planet. If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang. And he said the OPPOSITE. He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it. But here's where it gets really interesting... During the same interview, Jensen revealed something nobody's talking about: He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees. One to two billion per week. That's a $50 to $100 BILLION annualized run rate. For companies that most people think are burning cash and making nothing. The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong. Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real. So if the money IS real, why are other companies firing people? Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets. They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board. Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines. That number doesn't include the new chips, systems, or partnerships announced this week. And he's not cutting people. He's hiring. Because when you have imagination, more capability means MORE opportunity. Not less headcount. Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency." Jensen's response: You're out of imagination. He also said something that stuck with me. Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's. His answer: "I was just trying to make it through the shift." Biggest tip he ever got? Two, three dollars. Now he's building tech that increased computing demand by one million times in two years. He announced OpenClaw, which he says is as big as ChatGPT. And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet. When asked how long he plans to keep working? "I'm hoping to die on the job. And I'm not hoping to die anytime soon." This is a man who believes every single thing he's building. And his message to every CEO using AI to justify layoffs is simple... You're not innovating. You're surrendering. The technology wasn't built to shrink companies. It was built to make them limitless. If your leadership can't see that, the problem isn't AI. It's THEM.

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Ricardo
Ricardo@Ric_RTP·
Jensen Huang just called out every CEO who’s been firing people “because of AI.” Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive. Jensen's answer: "For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more." Read that again. The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing: They have no imagination. They have no vision for what comes next. They got handed the most powerful tool in human history and their FIRST instinct was to fire people. This is the CEO of NVIDIA. The company whose chips power every AI system on the planet. If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang. And he said the OPPOSITE. He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it. But here's where it gets really interesting... During the same interview, Jensen revealed something nobody's talking about: He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees. One to two billion per week. That's a $50 to $100 BILLION annualized run rate. For companies that most people think are burning cash and making nothing. The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong. Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real. So if the money IS real, why are other companies firing people? Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets. They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board. Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines. That number doesn't include the new chips, systems, or partnerships announced this week. And he's not cutting people. He's hiring. Because when you have imagination, more capability means MORE opportunity. Not less headcount. Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency." Jensen's response: You're out of imagination. He also said something that stuck with me. Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's. His answer: "I was just trying to make it through the shift." Biggest tip he ever got? Two, three dollars. Now he's building tech that increased computing demand by one million times in two years. He announced OpenClaw, which he says is as big as ChatGPT. And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet. When asked how long he plans to keep working? "I'm hoping to die on the job. And I'm not hoping to die anytime soon." This is a man who believes every single thing he's building. And his message to every CEO using AI to justify layoffs is simple... You're not innovating. You're surrendering. The technology wasn't built to shrink companies. It was built to make them limitless. If your leadership can't see that, the problem isn't AI. It's THEM.
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Tuki
Tuki@TukiFromKL·
🚨 Do you understand what happened in the last 24 hours? > Zuckerberg killed the Metaverse after burning $80 billion on cartoon avatars nobody used > Sam Altman took $13 billion from Microsoft then sold OpenAI's cloud to Amazon for $50 billion.. Microsoft just found out they funded their own competition > Anthropic made an AI that takes orders from your phone and does your work while you sleep.. > X dropped a dislike button AND a mute-entire-countries button in the same week.. > YouTube asking you to flag AI slop is just Google getting 2 billion people to train their next model for free > 93% of US jobs can now be partly done by AI.. Same week companies started giving the weakest raises since 2008 > Apple started rejecting vibe-coded apps from the App Store > xAI is paying Wall Street bankers $100/hour to teach Grok how to replace Wall Street bankers.. They're taking the money.. > A mystery AI model appeared on benchmarks beating everything.. Developers think DeepSeek is quietly testing their next weapon > Bloomberg asked "Is the AI bubble about to burst" the same day Nvidia said the chip market will hit $1 trillion.. One of them is dead wrong.. > The UK government backed down on AI copyright after artists revolted.. First government to flinch > The Fed said rate hikes are back on the table and blamed AI data centers for making inflation worse And it's only Wednesday. See you tomorrow. It'll be worse. If you're not following me you're finding out about this stuff 48 hours late from someone who read my post
Tuki@TukiFromKL

🚨 Do you understand what happened in the last 24 hours? > A Chinese lab made AI 25% cheaper and gave it away for free. OpenAI charges you $200/month for worse. > A robot got arrested in China. Not shut down.. Arrested... Catching charges before GTA 6 dropped. > JPMorgan told Meta to fire 20% of staff.. Meta did it that night.. The stock went UP but 14,000 people lost their jobs and Wall Street clapped. > Elon poached the engineers who built Cursor and said SpaceX will "far exceed" everyone in AI.. > xAI is paying Wall Street bankers to teach AI how to replace Wall Street bankers... They're taking the money. 💀 > Jensen said Nvidia will hit $1 TRILLION in revenue by 2027.. Lost $600B in January and recovered in two weeks.. Then named his price. > OpenAI gave AI agents the power to spawn OTHER AI agents.. The AI now hires its own employees. > Manus put a full AI agent on your desktop.. Every $15/month SaaS tool just became obsolete. > An AI CMO launched that replaces your entire marketing team for $99/month. Your social media manager, SEO guy, content writer - all of them for $99. > Nvidia launched DLSS 5 - AI that upgrades your game graphics in real time to worse And it's only Monday. See you tomorrow. It'll be worse.

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David Senra
David Senra@davidsenra·
Marc Andreessen (@pmarca): Airbnb could have been boutique booking software. Uber could have been taxi dispatch software. Tesla could have been self-driving software. They decided to take over the entire industry instead: "Silicon Valley between 1950 and 2010 was primarily just in the tools business. You'd build a tool like an operating system or a disk drive, sell it to people, and they'd figure out what to do with it. Then something changed. Alternate universe Airbnb is just boutique booking software. A tiny little business building spreadsheet software. But Brian Chesky decided: we're going to go into the hospitality business and compete with hotels directly. Uber and Lyft in the old world were just taxi dispatch software. In the new world, they're full transportation providers. Tesla in the old world would have just been software for self-driving cars. In the new world, it builds the entire car. Facebook, same thing. Prior to Facebook, if you built online ad software, you were selling it to media companies. Mark said: no. We're just going to beat the media company. We're going to build the entire thing. That was the pivot point when the Valley's ambitions went from just building tools to going directly into incumbent industries. And then AI makes that crystal clear. The winning AI companies are raising billions, tens of billions, in some cases hundreds of billions of dollars. The old world of $10,000,000 or $50,000,000 — where VCs tap out — is just not relevant anymore."
David Senra@davidsenra

My conversation with Marc Andreessen (@pmarca), co-founder of @a16z and Netscape. 0:00 Caffeine Heart Scare 0:56 Zero Introspection Mindset 3:24 Psychedelics and Founders 4:54 Motivation Beyond Happiness 7:18 Tech as Progress Engine 10:27 Founders Versus Managers 20:01 HP Intel Founder Legacy 21:32 Why Start the Firm 24:14 Venture Barbell Theory 28:57 JP Morgan Boutique Banking 30:02 Religion Split Wall Street 30:41 Barbell of Banking 31:42 Allen & Company Model 33:16 Planning the VC Firm 33:45 CAA Playbook Lessons 36:49 First Principles vs. Status Quo 39:03 Scaling Venture Capital 40:37 Private Equity and Mad Men 42:52 Valley Shifts to Full Stack 45:59 Meeting Jim Clark 48:53 Founder vs. Manager at SGI 54:20 Recruiting Dinner Story 56:58 Starting the Next Company 57:57 Nintendo Online Gamble 58:33 Building Mosaic Browser 59:45 NSFnet Commercial Ban 1:01:28 Eternal September Shift 1:03:11 Spam and Web Controversy 1:04:49 Mosaic Tech Support Flood 1:07:49 Netscape Business Model 1:09:05 Early Internet Skepticism 1:11:15 Moral Panic Pattern 1:13:08 Bicycle Face Story 1:14:48 Music Panic Examples 1:18:12 Lessons from Jim Clark 1:19:36 Clark Versus Barksdale 1:21:22 Tesla Versus Edison 1:23:00 Edison Digression Setup 1:23:13 AI Forecasting Myths 1:23:43 Edison Phonograph Lesson 1:25:11 Netscape Two Jims 1:29:11 Bottling Innovation 1:31:44 Elon Management Code 1:32:24 IBM Big Gray Cloud 1:37:12 Engineer First Truth 1:38:28 Bottlenecks and Speed 1:42:46 Milli Elon Metric 1:47:20 Starlink Side Project 1:49:10 Closing Includes paid partnerships.

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Al Goldstein
Al Goldstein@goldstein2002·
Ep 23 of Forged in America drops soon on YouTube, Spotify, Apple etc — get it right now on X below! 🔥👇 Just Al & Ravin riffing, no guest, pure reflection after 22 episodes of heavy-hitters. Why keep going? Forces clearer thinking, banks stories for our kids, and keeps us hanging out like this forever. Politics brutal: Crenshaw lost despite huge lead; Rahm walked away—success brings zero sympathy for the human cost. Entrepreneurship grind: Bias for action, push through misery (Travis Kalanick energy), timing + wind at back, authenticity sells, don’t trust gut (Tony Davis structured interviews only). Family/legacy pitfalls: Family businesses often breed resentment, don’t “manage from the grave,” build your own chips on shoulder—greatest edge from disadvantages overcome. Stoicism core: Memento Mori tattoo wisdom—stay humble, imagine Sisyphus happy. Problems are the game. Read old books (Lindy effect), ditch stale media (Murray Gell-Mann amnesia). Selling & hiring: Learn authentic selling, early bets on people, pain builds real edge—success not final, failure not fatal (Churchill). Raw midlife takeaways. What’s your biggest one—stoicism, bias for action, or avoiding family biz drama? Full episode on X 👇 (jump in!): (00:00) Intro & why we podcast (01:15) Crystallizing thoughts + family archive (05:48) Feedback & getting better (07:13) Political guests: Crenshaw loss & Rahm’s choice (09:03) No sympathy for success (13:46) Chips on shoulder (18:34) Don’t trust gut in hiring (22:31) Struggle = growth (36:10) Sisyphus happy + Memento Mori (41:43) Read old books (48:53) Wrap + next guest tease RT if you’re ready. Drop your biggest reflection below! @RavinGandhi1 @goldstein2002 #Entrepreneurship #Stoicism #PodcastReflection #ForgedInAmerica #MementoMori
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Dinesh D'Souza
Dinesh D'Souza@DineshDSouza·
Jewish students chanting “God Bless America” at Columbia as pro-Palestine students chant “Death to America.” No wonder the media wants us to support the pro-Palestine side.
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Al Goldstein
Al Goldstein@goldstein2002·
@WallStreetMav It's almost if the policies of New York have nothing to do with the erosion of the tax base 🤦🤦🤦
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Wall Street Mav
Wall Street Mav@WallStreetMav·
Dear former New Yorkers in Palm Beach, Miami and Naples Florida, Please come back to New York so we can tax you and send it to illegal aliens for their free hotels, free healthcare, fake daycares and fake hospice companies. Yours, NY Gov Kathy Hochul
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Polymarket
Polymarket@Polymarket·
JUST IN: Meta announces they'll be shutting down the Metaverse, after pouring $80,000,000,000.00 into the project.
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Michael Burry Stock Tracker ♟
Sam Bankman-Fried had the best venture portfolio in history What SBF bought vs. what it's worth today: • Anthropic: $500M → $30.4B (+5,980%) • Robinhood: ~$546M → $5B (+816%) • Solana: 60M SOL at ~$8 → $5.3B at $89 (+1,012%) If he did nothing illegal, he'd be worth $40 billion today Instead he's now he's inmate #37244-510
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