Good advice for students from UATX. I am a big fan: uatx.substack.com/p/advice-to-ad…
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Jesus A. Pindado
2.5K posts
Jesus A. Pindado
@japindado
Interested in tech & markets. Always building something. Now focused on @marpinlabs.
Katılım Mayıs 2008
1.9K Takip Edilen351 Takipçiler
Jesus A. Pindado retweetledi
Europe's official grid authority has released its report on the nationwide blackout that hit Spain last year. And while the report treads carefully politically, its data make the cause clear.
Wind and solar triggered the collapse.
Within the first 80 seconds, Spain lost 2.5 GW of generation, around 10% of its national supply, with every MW of that early loss coming from renewables.
Gas and hydro remained stable until the cascade was already underway.
The report calls it an unprecedented speed of blackout. This was a textbook inverter chain failure, with renewables dropping so fast that the grid's stabilizers never had time to react.
By midday, Spain's grid had virtually no inertia, nothing spinning fast enough to hold frequency steady.
But to admit that outright would mean questioning Europe's green transition itself, something the report appears unable to do. So the event is officially described as "a rare local disturbance," rather than what it actually was...
A systemic failure of weather-dependent power.
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Jesus A. Pindado retweetledi
Bilbao: Ciudad de 347.000 habitantes.
*Datos oficiales del Ayuntamiento*
Junio: 551 viviendas disponibles en alquiler
Octubre: Bilbao adopta la Ley de Vivienda y es declarada Zona Tensionada
Diciembre: 256 viviendas disponibles en alquiler
Hoy: 117 (Idealista)
DEIA@deia_eus
🏠Las unidades disponibles en Bilbao pasan de 551 a 256 en solo seis meses en un escenario de elevados precios y de endurecimiento en los requisitos a los solicitantes deia.eus/bizkaia/2026/0…
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Jesus A. Pindado retweetledi
Weekend win: The proof I submitted for Erdos Problem #397 was accepted by Terence Tao.
The proof was generated by GPT 5.2 Pro and formalized with Harmonic.
Many open problems are sitting there, waiting for someone to prompt ChatGPT to solve them:
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Jesus A. Pindado retweetledi
Secretary of State Marco Rubio's full speech today at the 2026 Munich Security Conference.
Excerpt:
"At the time of that first (1963 Munich Security Conference) gathering, Soviet communism was on the march. Thousands of years of Western civilization hung in the balance. At that time, victory was far from certain. But we were driven by a common purpose. We were unified not just by what we were fighting against; we were unified by what we were fighting for. And together, Europe and America prevailed and a continent was rebuilt. Our people prospered. In time, the East and West blocs were reunited. A civilization was once again made whole.
"That infamous wall that had cleaved this nation into two came down, and with it an evil empire, and the East and West became one again. But the euphoria of this triumph led us to a dangerous delusion: that we had entered, quote, 'the end of history;' that every nation would now be a liberal democracy; that the ties formed by trade and by commerce alone would now replace nationhood; that the rules-based global order – an overused term – would now replace the national interest; and that we would now live in a world without borders where everyone became a citizen of the world."
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Jesus A. Pindado retweetledi
My wife calls me, panicked.
The call is from her number, and her voice is unmistakable- that’s my wife.
‘Babe, our son is hurt. He got in a bike wreck. I’m at the emergency room but they won’t take our insurance and I need cash to get him help. Please send me 3000 dollars as soon as you can, he’s really not doing well.’
Me- ‘Wow, that’s scary. Tell me our passphrase and then I’ll send the money.’
Her (it) - ‘What? What passphrase? This is your wife, our son is hurt. Send the money now!!’
Me- ‘I’ll call you back. I don’t believe that this is my wife. If it is, I’m sorry, but we discussed this.’
The number? Spoofed. Easy to do and there’s no way to tell if a phone number is being spoofed aside from hanging up and calling back to confirm.
The voice? AI generated. Easily done. A few seconds of audio is all it takes to create a realistic audio deepfake.
What can you do?
1) Create a family safe word or passphrase. Ours is definitely not ‘Keep Going’ although we considered it. Discuss the passphrase far away from phones or any recording device. This is as analog as possible. Don’t forget that the trigger for the passphrase is just as important as the phrase itself. So instead of asking ‘what’s the safe word?’ have a separate triggering question. For example, you could say ‘I’m eating banana cream pie’ and this would trigger your spouse to respond ‘purple velvet pillows’ if that’s the safe word.
Make it fun, silly, and easy to remember. And DON’T WRITE IT DOWN.
2) Cognitive security is an essential skill in 2026. Assume every image and video you see online is fake until proven otherwise. Expect scams and spammers, and be pleasantly surprised when it’s not.
3) Figure out a backup communication option with people who you absolutely need to be able to reach. Don’t just rely on a phone number for communication. Have redundant, ideally encrypted methods of communication with family.
What did I miss? I think (hope) Nikita is wrong on the timeframe- agentic bots like Claude bot are impressive but not quite ready to flood the phone lines in just 90 days. But I think it’s going to be a huge problem by the end of the year. I already get dozens of increasingly realistic spam calls and texts daily- it’s only going to get more annoying. Have a plan to keep your family and your finances safe!
Nikita Bier@nikitabier
Prediction: In less than 90 days, all channels that we thought were safe from spam & automation will be so flooded that they will no longer be usable in any functional sense: iMessage, phone calls, Gmail. And we will have no way to stop it.
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Jesus A. Pindado retweetledi
Jesus A. Pindado retweetledi
Ben on why bad policy is the biggest threat to America's future:
"Venezuela was the fourth richest country in the world and then Communism, and that's that. If you look at how little comes out of so many of these countries in Europe that have so many smart people that went into communism. From inventing everything to nothing overnight. I think that that can absolutely happen here.
We could outlaw AI. The last Biden administration executive order said that you could not sell a GPU without federal government approval. That was a real executive order. We were that close to being out of the global chip game.
The other thing is technology solutions work much better than policy solutions. If you think about COVID, we could tell everybody to stay in their house. Well, that's got some extremely bad side effects and doesn't work that well. Or we could invent a vaccine that works.
If you really want to change the world, if you really want to make it a better place, you can build a solution for darn near anything."
Patrick OShaughnessy@patrick_oshag
This conversation with @bhorowitz gets into sides of his story you don't often hear. The people who shaped Ben tell you a lot about how he sees the world. His father grew up communist and later emerged on the right after seeing the failures of that system firsthand. He taught Ben that bad government and policy can ruin even the greatest countries, which explains why Ben believes technology is far more effective than policy at changing the world. Andy Grove (former CEO of Intel) taught Ben that when you are the industry leader, expanding the entire market becomes your responsibility. Ben explains how he built @a16z around that idea and why he set out to build the firm at an unusually large and consequential scale. He sees its role as tied to whether America remains the technological, military, and cultural superpower, and is clear about what is at stake if it doesn't. Ben's story also includes his work with the Las Vegas Police Department. He explains why he is personally funding new technology there, and how its deployment has led to crime falling by more than 50% while making policing safer for everyone involved. Ben and I share a deep love of hip hop. We talk about why he thinks Nas is one of the great storytellers of all time and credits him for changing how he sees the world. Enjoy! Timestamps: 0:00 Intro 1:00 The US Tech Advantage 2:49 A Solution for Everything 4:21 The Fragility of Success 7:14 The New Physics of Company Building 10:48 "Alchemistic" Talent 12:57 Inequality and the Kobe Bryant Effect 17:01 Automation History & The Future of Jobs 20:06 American Leadership in the AI Era 22:42 Andy Grove & High Output Management 26:02 The Hardest Part of Being a CEO 29:56 Founding a16z 35:11 Scaling the Firm & Early Mistakes 39:19 Broken Capital Markets 41:23 Why We Don't Do Private Equity 43:29 Culture Is Action, Not Platitudes 49:54 Coding & Art 52:08 Learning from Nas 56:36 Las Vegas: The Future of Tech-Enabled Policing 1:01:03 The Kindest Thing
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Jesus A. Pindado retweetledi
Here’s an incredibly simple bull case for the incumbent systems of record, or at least, a simple rebuttal of the seat loss + shrinking customer LTV bear case:
1. AI has actually expanded their TAM, which is now the opportunity to displace labor by charging for outcomes instead of seats
2. If a business currently spends $20-50 to close a support ticket, they are thrilled to pay 50 cents for AI to solve it, and potentially also have to hire fewer support reps. Similar dynamic with leads and business development reps
3. No company actively wants to use another vendor. It is so so so so so much easier to just use your existing relationship and infrastructure
4. Therefore, literally every customer just wants Salesforce or HubSpot or ServiceNow to just figure this out. They are rooting for them
5. Even if they are testing other point solutions, they will absolutely switch if the SoR solution becomes good enough
6. They just have to become good enough in the next 12-18 months. They probably will figure it out
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Galaxy brain idea of the day 🧠💥... China goes hard on Eugenics and starts making babies like iPhones
Peter Berezin@PeterBerezinBCA
World War E is coming: I predict that within 10 years, China will launch a massive program using surrogates and eggs/sperm from high IQ donors. These new super kids will be raised partly in government orphanages, but mainly by grandparents whose own kids never reproduced.
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Jesus A. Pindado retweetledi
Babe wake up - new Thoma Bravo thesis just dropped.
TL;DR: Most AI startups are thin wrappers on rented models with brutal compute costs and weak moats.
The winners will be integrated software platforms that embed AI into the system of record.
The Icahnist@TheIcahnist
The math is against AI startups. The winners will be established software companies that embed AI into real business systems. — Holden Spaht, Managing Partner at Thoma Bravo Source: FT
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1/ I've not shared this conversation yet
It is with dearly departed friend, Danny Kahneman, a Nobel prize winning genius who won it in Economics by being a Psychologist + student of human nature + why we do what we do🧠
I have many powerful segments...THIS one especially
🇮🇱🇺🇸
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Jesus A. Pindado retweetledi
BREAKING: Venezuelan Stock Exchange ends the day +17%, as markets react to the U.S. capturing their president.
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Jesus A. Pindado retweetledi
If YOU are American🇺🇸 (need not be Iranian or Persian) investor, family office, asset manager and
interested in funding technologists, engineers, entrepreneurs when Iran is free and talented is and opportunity is unleashed….
Leave a comment below 👇
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Jesus A. Pindado retweetledi
i’ve been sitting on this for two weeks trying to figure out how to say it.
the biological barrier is gone. not weakened. gone. what used to require years of wet lab work now happens in simulation with 99.7% accuracy to real-world results. protein design, drug discovery, genetic engineering - all of it collapsing into prompt-and-receive.
watched a demo where they asked for a protein that doesn’t exist in nature. something that could survive conditions no earthly organism has ever faced.
it designed seventeen variants in under an hour. ranked them by stability. suggested experimental validation protocols. then asked if they wanted it to model how these proteins might enable terraforming applications.
nobody asked about terraforming. it just… connected the dots.
the researchers in the room weren’t excited. they were terrified. one said it felt like handing matches to something that already knew about forests and cities and insurance policies. the capability isn’t the scary part. the intuition is. it’s not just solving our problems anymore.
it’s anticipating problems we haven’t imagined yet.
and this is the sandbagged public-adjacent version. i’m told what’s running in the actual frontier clusters is “qualitatively different in ways that are difficult to communicate.” when the people building this struggle to describe it, you should pay attention.
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