Hot Take Abe

Hey @grok who was the most famous person to visit my profile in the last 3 years? It doesnt need to be a mutual, don’t tag them, just say who it was using handle without the @ sign.

@dom_kwok @Gemini They could sell the domain to google to stay afloat

officially predicting that @gemini goes bankrupt this year.

@AutismCapital Still lower than living in NYC

🚨BREAKING: Washington State passes their first ever income tax. Incomes over $1M/year will be taxed at 9.9%. Married couples share A SINGLE $1M exemption, so if combined incomes are more than $1M, you're getting taxed. This will obviously eventually extend beyond millionaires. What comes for others, will eventually come for you! RIP Washington state!

Typically the best time to buy BTC is when everyone is bearish. That was this weekend

The global economy is held up by SF lying to NYC about how fast AI is growing and NYC lying to Abu Dhabi about how safe private credit is

@brandank_cr Misleading af. Anthropic was like $30B two years ago.

Let me explain what just happened, because I don’t think people realize how INSANE this is. > Cortical Labs put 200,000 real human brain cells onto a silicon chip and trained them to play Doom in just one week. > Each CL1 system costs $35,000. > A rack of 30 units consumes only 850–1,000 watts combined. > The human brain operates on 20 watts. > Large AI training clusters burn through megawatts. >Backed by In-Q-Tel. 115 units began shipping in 2025. > Cortical Labs is selling “Wetware as a Service” through Cortical Cloud, letting developers deploy code remotely to living human neurons with no lab required, > priced like a software subscription but powered by real brain cells grown from adult skin and blood samples. > it isn’t about gaming, it’s about biological computing that could eventually outperform traditional silicon in energy efficiency and adaptability. This is getting really scary and we’re still at the very beginning.

@ResellCalendar That’s not mathing

Last month British Airways had a promo that gave rewards members 250 points per dollar spent at Kate Spade. Guy in RC bought $3,500 worth of purses and got 846,500 points. That’s enough points for 40 LA -> Hawaii flights, or $25-60k worth of first class international travel.

@JacobKinge Just? You mean last year

BREAKING: The largest publicly traded Bitcoin miner, MARA Holdings, is planning to SELL the majority of its Bitcoin reserves. MARA has just updated its treasury policy to allow sales of its accumulated BTC. The company currently holds 53,822 BTC, worth roughly $4.7 billion based on recent valuations, placing it just behind Michael Saylor’s Strategy.

@RepNancyMace Except not might

My heart goes out to Ilhan Omar and Rashida Tlaib tonight. Sending them thoughts and prayers.

@RoshanKrRaii You omitted the part where he says useful to Islam. Misleading sir

When a kid told Iran Supreme Leader Late Ali #Khamenei that he wants to get martyred, Ali Khamenai told him to study first, become a scientist , live your life and then when you turn old and frail, then die. Today, he refused to leave his home and hide while the US and Israel struck it and accepted death without fear. Bravery if its highest order, Rest in Peace.

@midIQeth @Zedkingsley @mert Oy

@Zedkingsley @mert @hottakeabe 🙁

and there you go, LLMs have now made progress in doxing pseudonymous identities basically all chains (btc, eth, sol) rely on pseudonymous identities everything you do onchain now will be linked to your IRL identity in the future this is not a drill. encrypt your money

@ZeroHedge_ @hodlalpha_ I thought this was supposed to ship EOY 2025?

Subs - will be taking tomorrow off to work on the @hodlalpha_ project. Gotta make time if you guys want me to keep creating the best products on the market 😁

@mcuban bad take, maybe you shouldn't tweet rushing out the door.

Why the NBA should embrace tanking - The NBA has kate been misguided thinking that fans want to see their teams compete every night with a chance to win. It’s never been that way that way. When I got into the nba, they thought they were in the basketball business. They aren’t. They are in the business of creating experiences for fans. Few can remember the score from the last game they saw or went to. They can’t remember the dunks or shots. What they remember is who they were with. Their family, friends, a date. That’s what makes the experience special. Fans know their team can’t win every game. They know only one team can win a ring. What fan that care about their team’s record want is hope. Hope they will get better and have a chance to compete for the playoffs and then maybe a ring. The one way to get closer to that is via the draft. And trades. And cap room. You have a better chance of improving via all 3 , when you tank. We didn’t tank often. Only a few times over 23 years, but when we did, our fans appreciated it. And it got us to where we could improve, trade up to get Luka and improve our team. The nba should worry more about fan experience than tanking. It should worry more about pricing fans out of games than tanking. You know who cares the least about tanking , a parent who cant afford to bring their 3 kids to a game and buy their kids a jersey of their fave player Tanking isn’t the issue. Affordability and quality of game presentation are

@ramahluwalia Was speaking more about anthropic, but as the stakes increase the price gets harder to digest. But there not zero.

@hottakeabe Who is paying $860 Bn for a capital incinerator?

ANTHROPIC DELUSION (Part 2) Listen to what Dario is saying. Two scenarios: (1) $1 Tn revenues not hit, and then the company goes bankrupt. (2) The company doesn't invest enough, and it loses market share and underfunds research. Scenario 2 also means obsolence -- death by competitor LLM. Markets rewards winners far more than losers. This favors scenario (1). All I'm doing is listening to exactly what he is saying. And what Sam Altman is saying. I'm not adding any additional premises. Would you invest in a business with this characteristic? Mind you, for Scenario (1) -- he needs to take up revenue 50 to 100x. He also has to assume marginal costs and pricing doesn't go to zero. He has to beat Google and Meta who can fund the capex. This is a parlay bet. If any one of these premises is wrong, they're toast.

@TheGeorgePu Exit price >$0 is still real money. Most get nada

Brex hired 900 people in 2021-2022. They took pay cuts for equity. Options struck at $8-10/share. Exit price: ~$5/share. 4 years of work. Zero equity value. This is the 409A trap nobody explains in the offer letter. If you're taking a startup job for equity, ask what happens if they exit below your strike price.