Odo

330 posts

Odo

Odo

@illiquidcapital

Katılım Şubat 2021
87 Takip Edilen49 Takipçiler
Odo
Odo@illiquidcapital·
@jbulltard1 this will sound racist but I only invest in semiconductor companies run by asians. I also don't invest in fat CEOs. both heuristics have helped me tremendously
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jbulltard@jbulltard1·
Lip bu tan took a complete dog in Intel up 200% in 1 year at the helm while Andy jassy was given the keys to Amazon firing on all cylinders during covid and he’s gotten it up 30% in 5 years.
jbulltard tweet media
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Odo
Odo@illiquidcapital·
@SteveKBark John is going to get Adam killed
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Steve 🤙
Steve 🤙@SteveKBark·
tl;dr for those who don't want to read the whole NYT article: - John Carreyrou, the journalist who exposed the Theranos fraud, spent a year building the case that Adam Back is Satoshi - Back essentially blueprinted every core Bitcoin concept on Cypherpunk mailing lists a decade before Bitcoin launched - Back went silent on those lists exactly when Satoshi appeared, then resurfaced right after Satoshi vanished - Text analysis scanned 34,000 users across three cryptography mailing lists and 134,000+ posts, filtered to 620 who discussed digital cash. From there, layering in Satoshi's writing quirks (British spellings, hyphenation errors, obscure crypto terms) narrowed it to one person: Back - When confronted in person, Back denied it but allegedly slipped into first person when responding to a Satoshi quote - Satoshi's email exchanges with everyone, including other candidates like Hal Finney, are pretty straightforward. The 2008 emails with Back are the anomaly, containing contradictions that even Back himself has publicly acknowledged don't add up. When asked to provide the metadata for those emails, Back refused. I personally still think there's a convincing case for Hal Finney, or that it's a consortium of people, but this is the most methodical, evidence-dense case I've seen for a single Satoshi candidate. Certainly more convincing than the documentary "Money Electric" that settled on Peter Todd.
The New York Times@nytimes

Bitcoin’s founder, Satoshi Nakamoto, has remained hidden for 17 years. A trail of clues — and a year of digging by our reporter, John Carreyrou — led us to a 55-year-old computer scientist in El Salvador named Adam Back. nyti.ms/4bXWC3V

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Anish Moonka
Anish Moonka@anishmoonka·
Your dog could soon get a daily pill that slows aging. 1,300 dogs are already testing it across 70 vet clinics, and it just passed its second FDA safety review in January. The drug is LOY-002. A San Francisco startup called Loyal makes it. Celine Halioua started the company in 2019 when she was 24. They have raised $250 million so far, including $100 million in February from Baillie Gifford, the same firm that bet early on Tesla and Amazon. The simplest way to explain what it does: if you put a dog on a strict diet where it eats way less food, that dog tends to live about two years longer. Cancer and arthritis both show up later. The body just ages more slowly. LOY-002 gives the dog those exact benefits without actually eating less. The dog keeps its appetite and its weight; it just ages more slowly. The trial is called STAY. Half the dogs get a beef-flavored pill every day, and the other half get a fake version that looks and tastes the same. The FDA reviewed safety data from over 400 dogs. Zero serious side effects, even at five times the normal dose. Loyal has now cleared two of three hurdles for conditional approval, which basically means they could start selling the drug while the full trial keeps going. The last piece, manufacturing, goes to the FDA in 2027. One thing the tweet gets a bit wrong: the pill is for senior dogs aged 10 and older, at least 14 pounds. And Loyal is being careful about the "years" claim. Right now, they are saying at least one extra year of healthy life. They want to prove more, but the trial needs to finish first. If LOY-002 gets approved, it would be the first drug the FDA has ever cleared to slow aging in any species, human or animal. Loyal also has two more drugs coming for big breeds like Great Danes and Rottweilers. Those dogs die younger partly because of a hormone called IGF-1, which makes them grow fast but also wears their bodies out quicker. And a separate project backed by a $7 million grant from the NIH (the agency that funds medical research) is testing a human organ transplant drug called rapamycin in 580 dogs to see if it slows aging, too. The global pet care market hit $261 billion last year. A once-a-day pill that gives your dog even one extra healthy year could easily become one of the best-selling veterinary drugs on the planet.
Pubity@pubity

Scientists have developed a pill that can extend the lifespan of dogs by literal years, and they're pushing to get it on the market by 2027. It's a daily, beef-flavored medication made specifically for senior dogs to keep them healthy as they age.

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Odo
Odo@illiquidcapital·
@zerohedge I don’t want that shit
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zerohedge@zerohedge·
*OPENAI CFO SAYS TO ALLOCATE IPO SHARES TO RETAIL INVESTORS:CNBC
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Odo
Odo@illiquidcapital·
@TukiFromKL no i’m pretty sure it’s more that he’s built an olympic village for himself
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Tuki
Tuki@TukiFromKL·
HOLY SHIT! do you understand what peter thiel just built for $1.2 billion.. it's called the enhanced games.. the first event is next month.. athletes can take whatever they want.. steroids.. peptides.. every compound is clinically approved.. every dose tracked.. if your bloodwork doesn't pass you don't compete.. sounds like a juiced-up olympics right.. it's not.. the same company sells those exact peptides to you.. online.. directly.. including compounds the FDA flagged as safety risks.. the athletes are the ads.. you watch them break records on saturday.. buy the same stuff from the website on sunday.. peter thiel didn't build a sports league.. he built a $1.2 billion infomercial for peptides.. and RFK is about to deregulate the market that makes it all legal.. whether you're into it or not.. it's the largest unregulated human performance experiment in history disguised as entertainment.
Damian Player@damianplayer

THIS IS WILD! Peter Thiel’s company the “Enhanced Games” got valued at $1.2B before a single event. the first one is next month. here’s what the headlines aren’t telling you (share this): every athlete is monitored. every compound is clinically approved. every dose is tracked. two independent medical commissions oversee the whole thing. and if your bloodwork doesn’t pass, you don’t compete. the same investors behind the biggest peptide and longevity companies put $1.2B behind this. these aren’t sports guys… they’re taking a public bet that performance medicine becomes a real market. whether you’re into it or not, pay attention.

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Odo
Odo@illiquidcapital·
@capexbt well he’s somehow created a bear case because if he’s insolvent bitcoin will fall…
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cape@capexbt·
One man owns 3.5% of all Bitcoin that will ever exist. And he’s not stopping. - charged by the SEC for accounting fraud in 2000. his stock crashed 62% in a single day - now holds more BTC than every government on earth combined - funding it with debt - in 12 months he will own 5% of supply - if he takes profit, Bitcoin would collapse - Satoshi created Bitcoin so no single entity could control the money supply. one man now controls 3.4% and is buying more every week People are hyping him up, but forget it goes against the reason Bitcoin was created. Against decentralization.
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Odo
Odo@illiquidcapital·
@edzitron @mil000 softbank is literally in the market trying to raise debt to fund this investment lol
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Ed Zitron
Ed Zitron@edzitron·
@mil000 also $35bn from amazon hasn't actually crossed, and Softbank paying in 3 $10bn chunks
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Odo
Odo@illiquidcapital·
@Jackkk he's a con man. just read the first page of his wikipedia page.
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Jack@Jackkk·
Kevin O’Leary reveals why he wears multiple watches “Left wrist is always local time. Right wrist is wherever most of my calls are that day” “I do that in Dubai, Switzerland… sometimes I’m tracking three time zones”
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Odo
Odo@illiquidcapital·
@growing_daniel oh yeah, I mean I’d gladly pay $20 if it means Starlink gets rolled out faster
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Daniel@growing_daniel·
@illiquidcapital not charging for it is so goofy, like I'm already acclimated to paying $8 why not just continue that
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Daniel
Daniel@growing_daniel·
The pace of the United starlink rollout is making me insane. I got it once and every flight since its 56k slop
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Odo
Odo@illiquidcapital·
@theo it’s the same amount of weekly compute. people tweet so much about working 247, but get super upset about this even though it only applies until 11am?
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Theo - t3.gg
Theo - t3.gg@theo·
I think people are overreacting to this. It sucks, but they clearly have a real compute shortage and this was the best path they had without cutting your usage massively
Thariq@trq212

To manage growing demand for Claude we're adjusting our 5 hour session limits for free/Pro/Max subs during peak hours. Your weekly limits remain unchanged. During weekdays between 5am–11am PT / 1pm–7pm GMT, you'll move through your 5-hour session limits faster than before.

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Odo
Odo@illiquidcapital·
@chamath there’s this app called sora…
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Chamath Palihapitiya
Chamath Palihapitiya@chamath·
The biggest threat to Instagram’s moat is an incredible image model.
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Odo
Odo@illiquidcapital·
@Barchart I'm buying. Berkshire has a huge oil and gas business, and they can buy the dip with all that cash
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Barchart@Barchart·
BREAKING 🚨: Berkshire Hathaway $BRK.B trades red for 8 consecutive days, its longest losing streak in 8 years 📉📉
Barchart tweet media
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Odo
Odo@illiquidcapital·
@vxunderground bro signed up the day before Jan 6
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vx-underground@vxunderground·
/me raises hand Hi, I have a stupid question. This is for OSINT nerds and attribution nerds. FBI Director Kash Patel used the email SpiderKash at Yahoo dot com. Someone found the username SpiderKash on XVideos (pornography website) and asserted because it has the same name as the Yahoo email then this XVideo profile was created by Kash Patel So... is using the same username actual attribution? I'm not trying to be rhetorical. I'm being completely serious. How can you assert with high confidence this is Kash Patel just because he had SpiderKash as his Yahoo email? It's speculative, it doesn't look good, but there is not solid conclusive evidence. Am I wrong? Or because of the perceived novelty of SpiderKash this is sufficient evidence?
Right Wing Cope@RightWingCope

BREAKING: Kash Patel’s GOONER account has been discovered from a username leak 💀

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Super Human Epoch
Super Human Epoch@SuperHumanEpoch·
@WillManidis after couple of layers of SPVs, it's just a pyramid scheme. Might as well get exposure via public shareholders like google, who owns ~10% of SpaceX
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Odo
Odo@illiquidcapital·
@wallstengine Look at Softbank (OAi) and Echostar (SpaceX). This is just retail being retail
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Wall St Engine
Wall St Engine@wallstengine·
$VCX is nearly up 1,000% in 5 days, trading at 24x NAV. That tells you how bad the FOMO is for private names like Anthropic, OpenAI, and SpaceX.
Wall St Engine tweet media
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Odo
Odo@illiquidcapital·
@PabloPeniche feel like it actually gets worse with scale. A lot of billionaires had to go kiss Trump‘s ring. China got Jack Ma. I think the actual richest person in the world is probably either Putin or Xi
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Pablo Antonio Penietzsche
Pablo Antonio Penietzsche@PabloPeniche·
After meeting multiple billionaires, I realize that they are mostly powerless. Most normal people think that money gets you power (and some of these new-money billionaires thought so too!) but that is not the case.
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