Josh Warsop

@MarcosMillaYT Hey @grok - which stocks make up the $DRAM ETF and what are the % holdings for each?

So the Micron $MU CEO is basically saying that $DRAM ETF could be worth at least $100-$200 per share by 2028…

@toddsaunders Sent you a couple DMs - would love to participate

We're going to turn the suburbs of NJ into the AI capital of the world... or maybe just of the easy coast. Our first meetup is in Westfield, NJ - my hometown. Builders, operators, tinkerers, founders and the genuinely curious are well welcome. Space is limited to 50 people and we are trying to keep it to a curated list for this inaugural event. If you're in the area and interested, DM me.

@Polymarket What about any impact due to SNAP/EBT policy changes / etc?

JUST IN: New study reveals drugs like Ozempic responsible for >850,000 fewer annual truckloads of food & beverage deliveries in the U.S.

@lexiosborne Frank “The Shark” Clark laying it down 🗣️🗣️🗣️@TheRealFrankC_

What do you notice about this picture? 😏👀

@ArrowheadPride Don’t love it but at least it wasn’t OL

The Chiefs trade up to pick No. 6 and take LSU cornerback Mansoor Delane! What's your instant reaction to the move?

@nflrums Rage bait

🚨🚨#Chiefs have been working the phones to trade up, they want an OL #chiefskingdom

Shut it down

@Jason I’m in

We started an AI founder twitter group... reply with "I'm in" if you're a founder and want to be added

@merlinscapital Just look at the Congress and Senate rosters

RUMOR: NUMBER OF WALL STREET FIRMS IMPLICATED IN TRUMP ADMIN INSIDER TRADING SCANDAL WHISTLEBLOWER IN WH HAS COME FORWARD AND IS PLANNING TO RELEASE NAMES OF FIRMS AND PEOPLE INVOLVED

@vasuman Have you ever hired and worked with McKinsey first hand? If so, on what type of project?

Aaron is right (as usual) and I've been saying this for a year. Large companies know they can benefit from AI but have 0 ability to do it themselves. Their options are either traditional consulting shops like McKinsey and Deloitte, which suck ass (respectfully), or agentic SaaS which forces them to migrate off their ERP/CRM to some 16 year old's shitty vibe-coded "AI-native ERP". Not feasible. AI needs to live on top of and in between your existing software stack. That's why at Varick we NEVER skip the audit - every company is different, with its own business logic, edge cases, and software requirements. You don't get real ROI by bolting generic workflows onto all of that. Our model: - spend 4 weeks auditing a department (usually 100s of people) - spend 4 weeks building workflows that actually move the needle - deliver and keep building. employee feedback in production trains the agents to be more accurate and autonomous - by month 6 your entire department is transformed. most manual processes handled, and your team freed up for higher-leverage work Too many startups are afraid to do an audit because it sounds too much like "consulting". We went all in on this thesis a year ago, and now no one can match the depth of what we surface in that phase. A quote from one of our customers: "this is 100x better than McKinsey." Bob Sternfels and the rest of the consulting industry, I'm coming for everything. Varick on top.

@aakashgupta Rare $MSFT AI win

Microsoft's Fairwater Wisconsin went live today, ahead of schedule. It's the world's most powerful AI data center. Hundreds of thousands of NVIDIA GB200 GPUs, wired to behave as a single computer. The physical build is biblical. 315 acres. 1.2 million square feet across three buildings. 26.5 million pounds of steel. 46.6 miles of foundation piles. 120 miles of underground cable. The storage wing alone runs the length of five football fields. Each rack holds 72 GPUs sharing 14 terabytes of pooled memory, pushing 865,000 tokens per second. One rack generates more text per second than you've written in your entire life. Fairwater holds thousands of racks. The speed of light became a real bottleneck. Cable lengths between racks were introducing latency that slowed training. Microsoft's fix was a two-story layout so racks sit directly above and below each other. We are now architecting around special relativity to train AI. The power numbers are where it gets surreal. Phase 1 pulls 400 megawatts. Full build-out approaches 900 megawatts. Roughly a nuclear reactor, feeding one computer. The grid draw equals 300,000 homes. Fairwater Wisconsin is only the first. Atlanta is already online. Norway and the UK are next. Microsoft is stringing them together over 120,000 miles of dedicated fiber into one AI superfactory with 2+ gigawatts of total capacity. The buildings outlast the chips. GB200 gets swapped for GB300, then Rubin. The cells are modular. Microsoft's real bet is on the real estate, the power hookups, and the fiber. AI progress is now gated by concrete and megawatts.

@Mappy6984 They are damn near bullet proof - I’ve put almost 40k miles on my 2002 GTS with the only issue being a driver side power window unit - tons of fun and timeliness style 🇺🇸🇺🇸🇺🇸

Makes me want to get a viper now

@Skint_Eastwood1 Real life Portlandia episode

🚨 Starmer Announces Bold Mission to Reopen Strait of Hormuz… After Iran and Trump Just Declared It Open Starmer's masterplan: “We will lead a multinational mission to open the Strait of Hormuz.” Iran & Trump just announced it's already fully open today 😂 Brilliant timing, Keir. The ships are sailing while you're still scheduling the planning meeting. 🤡

@ecommerceshares No doubt - it’s top of the 1st, 1 out - fresh count

I just spent 90 minutes using three frontier models for some financial analysis. Had them check each other. Got endless hallucinations & logic errors. This work would’ve taken me 30 minutes if I had just done it all manually. We’re not even close to AGI, folks. Early innings.

@Doomerzoomer $SNAP is not a calling card for the industry - they have turned a net profit 3 of 36 quarters since going public (Q4/21, Q4/24, Q4/25) and their stock is down ~93% from its ATH. Total garbage, they need some kind of win to prop up financials.

@anothercohen Spin up the IRCd of your choice

I'm tempted to finally churn off Slack. We're paying ~$6k/year for 40 people and they just quoted me $21k/year for the business version that includes a BAA (and all the shitty AI features). Incredibly overrated software

@DavidSacks @patekphilippe__ Get out your wallet and contact @LuxuryWatchGuy1

@patekphilippe__ How do I get my hands on one of these bad boys?

The New Nautilus 5610/1P-001 50th Anniversary limited to 2,000 pieces.

@bnj @LuxuryWatchGuy1

If anyone has a watch guy. I’m willing to pay a 5-8% fee if someone can secure me this watch, not a link. But I need to be able to actually buy it.

@AdamSchefter @ESPNNFL @grok what is Kirk Cousins career NFL earnings including this latest deals guaranteed money

Comp update: Kirk Cousins will sign a five-year, $172 million deal with the Raiders that in reality is a one-year, fully-guaranteed $20 million deal that also contains a club option for two years at $80M. The Falcons will pay Cousins $8.7 million this season, the Raiders another $1.3 million and Las Vegas also agreed to pay its new QB a fully-guaranteed $10 million roster bonus on the third day of the 2027 new league year. And maybe most notably, it also sets another new mark: this will be the 11th straight NFL season in which Cousins’ contract will be fully guaranteed.

@MichLieben “Show me the incentive, I’ll show you the outcome”

We offered $5,000 to whichever employee got the most engagement on LinkedIn in a single quarter. $2,500 for second. $1,500 for third. Plus $500 for anyone who published 20+ times. The result: 24 employees published 581 posts in 85 days. 43,000+ reactions. 28,000+ comments. 34,000+ new followers. 27 new clients signed. $153,000 in new MRR. I remember one guy from our team had less than 1,000 followers when the competition started. Today? 10,000+ followers. The total prize pool cost us about $15K. The return was $153K per month. Every month. Recurring. People need a reason to do things that aren't in their job description. Cash works.