Gris

@aleabitoreddit Do you like softbank as a proxy? They own like ~90% of ARM plus big OpenAI exposure

$ARM seems to be having a fun time. Almost triple digit return in 1 1/2 months since I went long on their CPU projections. Markets really like AI CPUs huh?

@juicystar1908 @JobsNowPR Insane that you have to apply by physical mail to some of these

This is the @JobsNowPR effect. While I am busy working on the visa revocation front, the single best thing you can do is apply for PERM jobs on Jobs Now. You are denying an H-1B visa holder their chance at a green card. That's fewer cases that people like me will eventually need to work on.

@paulg @ATabarrok There should be some sort of index if you can pull your phone out care free. In Central Asia you can flash an orange Iphone Pro Max and no one bats an eye but in Venezuela or London you might get your arm cut off.

Stockholm is remarkably walkable. At one point we were walking somewhere and we needed to check a map. It was such a relief not to have to think about the phone being stolen. In London we always duck into a doorway before checking a phone on the street.

@Molson_Hart nytimes.com/2023/05/22/din…. Lots of chain lux restaurants like Carbone, Nusr Et etc

@Molson_Hart Its kind of the Dubai of the US, equally hot and great food scene. Not much to do, highest spending on restaurants versus other large metros

Let me explain Dallas(s) 1. The summers are unbearable and this cannot be understood without moving there. You can't just visit Texas for 3 weeks in peak summer and understand it, because that's not why it's bad. It's bad because it's late October and it's 90+ and you're questioning your sanity as to whether not it will ever end. 2. Dallas' culture, superficially seems good, but once you dig down... 3. Dallas living is about the airport. You save money in Dallas and then fly out all the time because being in Dallas is rough. Airline travel in the US has declined a lot, so this way of life works less well. 4. The driving. It's dangerous. You need a tank and you're going to be sitting in it all the time. Dallas sort of seems like a city but it's not really. It's more like an area. 5. You can trade 3% state income tax for better weather, more trees, and fewer problems. I think Dallas is a solid place to live in a bigger house with A/C and grind for money aggressively for a short period of time and then move out of. Other than that, unless you are tied down there (job, family), I can't recommend it.

@EquityBrian Or just long LVHM or Kering

Long $CPNG

@rohindhar More of this content

San Francisco downtown condo sale in the “Mid-Market” area Purchased in 2018 for $1.256MM Just sold for $690k $566k loss

@rohindhar Condos too?

Gives me no pleasure to report that your only hedge against AI doomerism is to move to San Francisco and buy a house 😅

A stock going up by 1500% in a year is extremely rare But we have covered a wide range of bottlenecks in the semis memo citriniresearch.com/p/semis-memo-m…

I don't believe the current price reflects this scenario.

@wolfejosh Glad I listened! What’s the next bottleneck?

@buccocapital @edsim @jaminball also has some great takes on this cloudedjudgement.substack.com/p/clouded-judg…

Think @edsim nailed this: “Most enterprise systems were built to store records. They were never designed to capture decision logic as it unfolds. That gap is now becoming the bottleneck for AI adoption.” Who will win the right to be the context layer/system of record for Enterprise context? That’s the trillion dollar question

@FartCapitalLLC @StockCompil German ADR, stock ticker HY9H

@StockCompil How do you buy this one

Sands Capital Emerging Markets Growth on SK hynix $000660 KS Thesis: SK hynix is the world's largest dedicated producer of memory chips, poised to benefit from the growing demand for high-bandwidth memory driven by advancements in AI and high-performance computing. (From their Q3’25 letter — link in bio)

@Molson_Hart Ignore the haters, we need more Molsons! My vote above 👆🏼

If Americans want me out of America, America is done.

@extropic Incredible design and launch

Hello Thermo World.

@BillAckman @ZohranKMamdani If you say this then wouldn’t you be able to manipulate it down with a small amount of capital? Of which you have plenty

I keep heard from some that they have given up hope on the NYC mayoral election based on the probability of @ZohranKMamdani reflected by Polymarket. The problem is that it takes only a small amount of capital to influence Polymarket trading levels. Please see the post below about evidence of manipulative activity on the mayoral election. Ask yourself who would buy Mamdani at 95% to make 5% with the potential for a total loss. It seems like a stupid trade even if you think Mamdani will win. In other words, I think the 20-1 payoff to bet on @andrewcuomo for the win looks really compelling now in light of the high turnout, the age of those voting, and growing momentum going into the last week. Don’t forget that Polymarket had @andrewcuomo with an 85% probability of winning the primary a week out from the vote. Let’s not let the betting sites affect the outcome of the election.

@bryan_johnson Saquon always getting into all these hot deals

We just raised $60 million for Blueprint. To bring my longevity protocol to you. Our society has made us unwell…metabolically, mentally, spiritually. We’re addicted. Social media, porn, nicotine, junk food, fast food, smartphones, streaming, energy drinks, and gambling. Each perfectly engineered to keep us in their grip. Years ago, I was owned by these systems. They wrecked me, and my health. I wish there had been someone in my life helping me break free. Blueprint will be that system. Collectively, we will claw our power back. Blueprint will take better care of people than they can themselves. Better than the healthcare system does. Better than our societal norms allow. We will be your home for health. Blueprint will help you feel clear-headed and vibrant. You will become more jacked and beautiful with our presence in your life. There’s nothing better than feeling your best. Some of the world’s most powerful people are backing Blueprint. Talent are pivoting their careers to join our team. They rightly see that Blueprint is in the right place, at the right time, for the global emergence of the new macro trend of health, anti-aging and Don’t Die. In this post I’ll cover: + Who’s investing + What Blueprint will be + Who’s joining + Open positions + How to get early access The next era of human is here. [WHO’S INVESTING] This remarkable group of people are Blueprint investors. They are backing the next great frontier: human longevity. + Akshay Bd + Alex Hormozi + Amanda Cassatt + Andrej Karpathy + Ari Emanuel + Balaji Srinivasan + Bill Lee + Brad Keywell + Brian & Veronica Grazer + Bryan Meehan + Cameron Winklevoss + Carter Reum + Chris Hollod + Dan Manges + Dave Morin + Don Wilson + Drew Houston + Emmett Shear + Eric Demuth + Fareed Adib + Generational Family Office + Jason Fried + Jay Shetty + Joe Gebbia + Joe Lonsdale + John Carmack + Joshua Kushner + Kamal Ravikant + Karim Beguir + Kevin Hartz + Kim Kardashian + Kyle Widrick + Logan Paul + Michael Cao + Michael Kives + Naval Ravikant + NIV + Olaf Carlson-Wee + Paris Hilton + Pippa Lamb + Saquon Barkley + Ken Katz + Seth Bannon + Shayne Coplan + Steve Aoki + Steven Bartlett + Suna Said + Tyler Winklevoss + Winnie Liu + Wojciech Zaremba [TEAM] Defeating death would be humanity’s greatest accomplishment. Big things are happening right now in our small corner of the galaxy. We see the consequence of this moment and are working to positively influence the future of intelligent existence. We believe that product is philosophy and companies can influence the world. Join if you love to work insanely hard and also get eight hours of sleep. Joining our team as CEO is Gyre Renwick. He was previously President of Modern Health and before that an executive at Google Health and Lyft Healthcare. Gyre builds complex health systems into growth engines. In this next chapter, I am doubling down on Blueprint and Don’t Die. I’m all in. Gyre will run the business and I will focus on vision, strategy, and birthing Don’t Die into the world. Blueprint is the practical manifestation of Don’t Die. They are the same thing. I will continue to juggle many full-time jobs: rejuvenation athlete, Blueprint vision, leading the Don’t Die moral philosophy and ideology, building a global community, and content creation. Ultimately, both Blueprint & Don’t Die ladder up to the same thing, answering the question: ‘what does humanity do as we give birth to super intelligence?’. Kate Tolo (co-founder), Gyre, and I will be in lockstep building this mission together. Roles we are filling now: + Chief Technology Officer + Chief Product Officer + Chief Medical Officer + Chief Marketing Officer + Engineers of all types + See all open roles Refer your most talented friends. If you don’t see a job fit, still email us. [BLUEPRINT VISION] We’re making my protocol accessible to everyone. To replicate everything including the measurements, protocols, therapies - and make it easy and accessible for others to do in a community. For your family and friends to do this too. Many think that the world’s most powerful people have their health figured out. The truth is, most everyone is floundering. Luxury concierge services often do little for wealthy people as the biggest gains are not in expensive therapies but daily habits. We will help you build life foundations, starting with the basics and graduating to advanced therapies. Our goal is to be more effective in helping you achieve your health goals than any health system or concierge in the world. Blueprint will build around: + your preferences + your budget + your preexisting conditions + your prior results + your prescriptions + your level of effort It’s health within context. I built Blueprint to solve my own problem. My body and mind were broken, and I didn’t know who to trust to help me fix it. Everyone disagreed with everyone else. I found sanity in gathering a team of doctors and building a protocol based upon robust measurement and scientific evidence. It’s a methodical process that produces better outcomes and results in fewer mistakes and wasted time. After my team and I built a protocol for me, my friends and family asked if they could get access too.  Then their friends and family asked and I said yes again. The circle kept on expanding until we stumbled into Blueprint becoming a company. We will tell you to do less. Most good health can be achieved with very little effort. It’s the systems, infrastructure, knowledge, and piecing through the noise that is hard. Blueprint is Bryan Johnson’s protocol, for everyone. What this will practically mean: + Blood draws + Food delivery + GLP-1s + Rx prescriptions + Free protocols + Toxin testing + At-home tests + Skin care & hair care + Nutrition & supplementation + Advanced therapies And your AI health companion will make it simple. I like to call this my Autonomous Self. In the same way you put in an address and digital navigation tells you the best way to get there, Blueprint is navigation to vibrance. Our goal is to remove the thinking and hassle for you so that you can focus on building durable life habits and achieve the best health of your life. I love thinking about what the future will say about us. When I think from the perspective of those who exist in the year 2500, I think they’ll observe that the 2020s and 2030s was the time when humans figured out that they were the first generation who wouldn’t die. Early access below. What an amazing opportunity. Let’s do this together. Bryan

@isaiah_p_taylor So are you doing a crowdfund?

I receive hundreds of emails from middle class Americans asking to invest in Valar. These emails make me very sad. I spent a few days reading them and being depressed last week. I remember what it was like to believe in Elon when I was in middle school. My cousin Joe and I had absolute conviction that Falcon would work well before Falcon 9. I didn’t even think to invest, investing money was not a category in my head (I was 12). Now I’m on the other side. The weight of knowing that these people, cut the cut from the same cloth, true believers in me and my mission, could get generation wealth from betting on ME—and yet I can’t take their money—this is crushing. I’ve spent a long time thinking about why this is. The simple fact is that public securities law is meant to protect middle class Americans from scams and devastating losses, but practically what it’s doing is cutting out middle class Americans from the best companies during the periods of their fastest growth. In fact, there seems to be an anti-pattern emerging. The worst companies SPAC and dump their garbage on retail, the best companies stay private and focused for as long as they possibly can. It truly hurts my soul that the people for whom a couple million dollars could change their lives forever are the only people who are not allowed to join me on this journey. The only ones allowed on the ride have already won life. Don’t get me wrong, I am deeply grateful for my investors. I’m a big fan of rich people, they rock. Planning to be one myself. But I can’t help seeing the injustice of a situation where the people who I grew up around are excluded from the party. I don’t think that a free-for-all is the right answer. Securities law grew up in response to a wave of scams in the early 20th century which left many families destitute. I can think of many private companies that I wouldn’t want my fellow Americans to be tricked by. But I know that the status quo is broken. The only practical proposal I have is to create a program which allows unaccredited investors to purchase private securities and T-bills 1:1, capping the downside to 50%. But maybe the answer is reforming requirements for public companies and changing investor rights. I fear though that our society is too litigious to make these reforms fundamental enough to make companies like mine want to go public.

@amasad Investing in wefunder got me to use Replit! Glad you are pushing more community rounds

Agree with all this. But also WeFunder exists—let your fans invest!