jonathanmarcus

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jonathanmarcus

jonathanmarcus

@jonathanmarcus

Head of Strategy, Custody & Staking at Kraken. Previously co-founded Staked, acquired by Kraken in 2021. 1st GM at Vimeo. UPenn alum. Chargers & Heat fan.

Aventura, FL Katılım Mayıs 2008
374 Takip Edilen1.8K Takipçiler
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Rapid Response 47
Rapid Response 47@RapidResponse47·
Japanese PM @takaichi_sanae: "Tomorrow is the birthday of your son, Mr. Barron Trump, and I know he has grown up so much, into a very tall, good looking gentleman. As I see you, Donald, it is very clear where he got it... please convey my sincere happy birthday wishes to him."❤️
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jonathanmarcus
jonathanmarcus@jonathanmarcus·
This is loser thinking. No one is asking for any splashy signings. We just want two above average guards to protect Herbert, and open lanes in the running game. There is no indication that Penning and Strange are nearly good enough. Hopefully we will add at least one guard in the first three rounds in the draft.
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The Reckoning 💥
The Reckoning 💥@sethjlevy·
Trump couldn’t let anyone know at the beginning that Kharg Island was his ultimate aim. And Iran cutting off Hormuz gave him his justification. He played them. Chess not checkers.
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Sam McQuillan
Sam McQuillan@sam_mcquill·
Duke-Siena drew $50 million on Kalshi — the platforms most ever on a basketball game. And more than a single game in any other sport besides the NFL and one College Football Playoff game.
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Joe Lonsdale
Joe Lonsdale@JTLonsdale·
Balaji is a bright guy but he fled the USA and has set his mind totally against our future success. He lives in a world where US is losing and China is winning. This is his fixation. It’s dangerous, and it’s wrong. And this war has embarrassed China, destroyed their 100 cargo planes of war materials and their military ally, and frustrates them. It’s fair to disagree about the attack. But saying that its architects are guilty of any downside is childlike nonsense. They should be proud of their work and their courage to take on this evil. If you’re against the war, do you get credit for the last two decades of literal mass torture and mass rape and repression by this regime, and its terror funding and death around the region? Do you get credit for “supporting” the billions it spends on social media bots and information operations to polarize the US against ourselves, and weaken the west? Do you also get credit for what would have been the next twenty years of that? Are you, Balaji, responsible for that side of it? No? But if you are for it, you get zero credit for fixing any of that, but blamed for ALL the possible downsides? Total BS. The mullahs holding the region hostage shouldn’t get your help to blame others for the damage they do. Geopolitics and war is complex and there are risks on all sides. There is risk in acting, and in not acting. I’m really glad we are taking advantage of the massive innovation and competence gap that exists at this moment, and finally eliminating so much evil. I hope for freedom for the Iranian people and know that the situation is hard and complex, but either way it is good to stop the bad guys and eliminate so many of the worst groups, who have done so much damage, from history. Nobody should get away with what those bastards did for so long; this was long overdue.
Balaji@balajis

I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…

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Josh Kale
Josh Kale@JoshKale·
Nobody understands how much of a disaster this Rivian <> Uber deal is Rivian lost $3.6 billion last year on 42k deliveries. That's $86,000 of value destruction PER VEHICLE that left their factory. Their solution? Partner with Uber to turn a $58K camping SUV into a robotaxi... to compete with Tesla's Cybercab... YIKES Every 12-18 months, this company finds a new partner to write a check: - Amazon: $1.3B equity + 100K van order - VW: $5.8B joint venture - US DOE: $6.6B loan - Uber: $1.25B robotaxi deal (today) The moment they announced the Uber deal, they admitted they're pushing back profitability AGAIN to fund an autonomy program that can't even handle stoplights. Tesla's Cybercab is purpose built at $25,000 with no steering wheel. The cost per mile math isn't even close. The Uber deal is to deploy 50,000 robotaxis by 2031. Slight problem: The car doesn't exist yet. The factory doesn't exist yet. The autonomy software doesn't exist. Manufacturing is HARD. good luck have fun
Josh Kale tweet mediaJosh Kale tweet media
Rivian@Rivian

A fleet of R2 Robotaxis is coming exclusively to @Uber. ⚡🌿 Today, we announced a partnership to help both companies accelerate their autonomous vehicle plans across 25 cities in the US, Canada and Europe by the end of 2031. rivn.co/uber

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jonathanmarcus
jonathanmarcus@jonathanmarcus·
Why? We already have a great WR group. It’s probably our best position group. Brian Thomas would be a great addition, but the idea of trading 2027 picks is insane. We need to improve our offensive line. We desperately need two starting guards, as I’m sure you are aware. And we’re likely to take an EDGE with this year’s #22 pick.
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Ryan
Ryan@RyanWatkins20·
There is a logical path to say that the Chargers are going to push to acquire a top of the market receiver via trade because of how Joe Hortiz has approached the off-season so far. It would potentially be out of character for this front office but it's not a fanciful suggestion when you consider their reserved cash/cap spending, protection of premium compensatory picks and the insider reports of their interest in Alec Pierce and Rashid Shaheed. If I had to guess today I'd say there are three main candidates as to who they are lining up to pursue: The Risk/Reward Option: Brandon Aiyuk Acquisition cost: 2027 5th-round pick to San Francisco (or nothing if released post-June 1 and signed as a free agent) Contract cost: Likely a 1-year prove-it deal, estimated $10-12M with low guarantees and high incentives tied to per-game bonuses to negate the risk of his health concerns. Timeline: Post-June 1 at the earliest as the 49ers are holding him to manage their dead cap. Scheme Fit: It's a seamless projection to see him as the Field side Z given his experience with McDaniel in that exact role. The Pragmatic Route: Brian Thomas Jr Acquisition cost: Quentin Johnston + 2027 3rd-round pick to Jacksonville (conditional upgrade to a 2nd if he hits 900+ receiving yards in 2026) Contract cost: Two years of cost control remaining ($4M in 2026 and $4.6M in 2027) plus a fifth-year option which could be staggered with Ladd's extension to avoid a big cap hit. Timeline: Available now, pre-draft Scheme fit: Would be the ideal boundary stretcher to punish single high teams. The All-in Gamble: A.J. Brown Acquisition cost: 2027 1st-round pick + 2027 3rd-round pick to Philadelphia Contract cost: $29M cap hit in 2026 Timeline: Post-June 1 only. Philadelphia's dead cap drops from $43M to $16M after that date, so no deal will happen before the draft Scheme Fit: Not exactly the smoothest fit as the Z receiver as Mcdaniel would need to adjust his concepts to get him more targets to be worth the capital. If it was up to me then I'd be pressing the button on that Brian Thomas Jr pick but the timeline suggests that if that's the route the Chargers' front office wanted to go down, then they would have done it already, especially as the Jags would need to draft his replacement with a premium pick. I think Joe Hortiz is most likely using their advantages (considerable cap & roster stability) to wait out the Commanders and Patriots to secure one of Aiyuk or Brown given that both those rival bidders have a pressing need at the position that they'll need to draft around. Once those chips have fallen and the dead-cap positions have settled in June, the Bolts will be in the driving seat to secure a bargain compared to if they pulled the trigger now.
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Jordan Schultz
Jordan Schultz@Schultz_Report·
Sources: The #Chargers are re-signing S Tony Jefferson to a 1-year, $2M deal. A locker room favorite, Jefferson posted career-highs in INTs (4) and passes defensed (7) in 13 games last season — and now he’s back with the Bolts.
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Ken Cao-The China Crash Chronicle
China’s Military Is a Paper Dragon — Venezuela & Iran Proved It. China just quietly erased the chief designer of the J-20, along with top scientists in nuclear, radar, and missile programs. This is a systemic purge. Beijing is doing two things at once: 1) Political cleansing for absolute loyalty 2) A full audit of its military hardware Why? Because they’re no longer sure their weapons actually work. For decades, corruption infected everything in China, promotions were bought, procurement was rigged, materials were faked. On paper, China built a world-class military. In reality, many systems are unreliable, untested, or outright inflated. This is the difference between a showroom and a battlefield. The U.S. military tests weapons in real wars. China tests them in PowerPoint. Now imagine planning a Taiwan invasion without knowing if your missiles will fire, your radar will detect, or your jets will survive. The battlefield failures of Chinese military systems in Venezuela and Iran are exposing a harsh reality: the PLA is still a paper dragon. When tested against real combat conditions, the gap between propaganda and performance becomes impossible to hide. And that’s exactly why Xi is panicking.
Ken Cao-The China Crash Chronicle tweet media
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jonathanmarcus@jonathanmarcus·
@RobDFS_ Yes definitely because Judge plays behind the worst offensive line in football.
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Rob
Rob@RobDFS_·
Aaron Judge is literally Justin Herbert
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anabology
anabology@anabology·
This is insane. Administering Coca Cola or Pepsi to mice nearly DOUBLED levels of the 'testosterone receptor' (androgen receptor). The sodas also increased testicle size and serum testosterone. Makes you question the narrative that sugar is bad.
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World Baseball Classic
World Baseball Classic@WBCBaseball·
BRYCE HARPER TIES THE GAME FOR TEAM USA!
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World Baseball Classic
World Baseball Classic@WBCBaseball·
Team USA has arrived to the World Baseball Classic Final in GAME-USED United States Men's National Hockey Team jerseys.
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Joe Lonsdale
Joe Lonsdale@JTLonsdale·
@axios Fake propaganda. Terrible. Just not reality at all - but sounds reasonable to your readers’ bubbles. You should be ashamed.
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jonathanmarcus@jonathanmarcus·
@TheOneandOmsy @cmsholdings I’m sorry, but $5M in revenue is at least two orders of magnitude too low for a public company. It’s not even worthy of the pink sheets. What is the point here? How does it help anyone for this company to be public?
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Praveen Neppalli
Praveen Neppalli@praveenTweets·
Agentic software engineering adoption is on fire at @Uber. 1,800 code changes per week are now written entirely by Uber's internal background coding agent, and 95% of our engineers now use AI every month across all the tools we track. This is a real reset moment for engineering; it's one of the most exciting times to lead. This shift requires builders to be curious and hands-on. I’m incredibly lucky to be surrounded by a team that’s doing exactly that. The best part is that the strongest adoption isn’t being pushed top down from leadership announcements; it’s coming from engineers who are quietly experimenting, quietly shipping, and quietly pushing things forward. I love spending time with those engineers because there’s no substitute for being close to the work. Over the last few months, we leaned in hard, and the results have been phenomenal. The bigger shift: going agentic. 84% of AI users are now working with agent-style workflows, not just tab completion. Claude Code usage nearly doubled in 2 months (32% → 63%), while IDE-based tools have largely plateaued. Engineers are moving from accepting suggestions to delegating tasks. Even within traditional IDEs, ~70% of committed code is now AI-generated. Background agents are writing code autonomously. Our internal background coding agent went from <1% of all code changes to 8% in just a few months. There is zero human authoring. Engineers review and approve, but the code is written entirely by AI agents. The role of the engineer is shifting - from writing every line to architecting systems and reviewing AI-generated code. More to come from the @UberEng team in the coming days.
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