Andrew McCoubrey

@Michael_Easter @JasonFitz1 If you want to be in great physical condition, like the world’s top athletes, a few tips: - build resilience and strength - eat enough - occasional junk is fine - avoid being older than 26 - work part time so you can train 40 hours per week - have exceptional genetics

Good timing. I just wrote about the junk-filled diets of Olympians: twopct.com/p/the-olympian…

After Sam Darnold won his 1st game as Jets QB, Todd Bowles had this to say, trying to calm people down: “We won one game. I can tell you after about 100 more of them whether we have one or not. Right now, it’s a little early.” The Super Bowl will be Darnold's 101st game

@ID_AA_Carmack The R in DRAM stands for “Random”. If you’re only doing sequential reads & writes there are lots of alternatives.

256 Tb/s data rates over 200 km distance have been demonstrated on single mode fiber optic, which works out to 32 GB of data in flight, “stored” in the fiber, with 32 TB/s bandwidth. Neural network inference and training can have deterministic weight reference patterns, so it is amusing to consider a system with no DRAM, and weights continuously streamed into an L2 cache by a recycling fiber loop. The modern equivalent of the ancient mercury echo tube memories. You would need to pipeline a bunch of them to implement modern trillion parameter models, but fiber transmission may have a better growth trajectory than DRAM does today, so it might someday become viable. Much more practically, you should be able to gang cheap flash memory together to provide almost any read bandwidth you require, as long as it is done a page at a time and pipelined well ahead. That should be viable for inference serving today if flash and accelerator vendors could agree on a high speed interface.

@aakashgupta There will be zero institutional investors holding the stock one day after the IPO. The SpaceX issue will get gobbled up 100% by retail investors. The roadshow is to build a book of liquidity providers who can manage the distribution. Nobody wants to get caught holding this bag.

The SpaceX math is even crazier than this post suggests. Three days ago Musk merged SpaceX with xAI. Combined valuation: $1.25 trillion. SpaceX revenue: $15-16 billion. xAI revenue over nine months: $210 million. xAI cash burn over the same period: $9.5 billion. So the IPO isn’t really for SpaceX. SpaceX generates $1-2 billion in free cash flow and doesn’t need public capital. The IPO is an exit ramp for xAI investors before the burn rate chews through the $20 billion they raised last month. The WSB poster says institutional investors will have to “smell the shit before chomping on it.” He’s right. But the shit isn’t Starlink. Starlink did $10.4 billion last year with 50%+ growth and real margins. The shit is that Starlink’s cash flows are now permanently funding a money-losing AI lab while Musk pitches electromagnetic railguns on the Moon to launch orbital data centers. The roadshow deck has to explain that to pension fund managers who allocate 3% to growth equity. Good luck.

@DirtyHarry8080 @MarcNixon24 Canadians are going to suffer, for sure. Then we’re going to roll up our sleeves and dig our way out. I live in a city that’s 20 below zero with four hours of daylight. You think I’m soft? Americans cry when they can’t get their favourite flavour of gummy vitamins.

@mccoubr @MarcNixon24 It will destroy Canada instantly

EXPLOSIVE 🧨 READ THIS SLOWLY Canada could drop ALL tariffs to ZERO on the U.S. The U.S. response? ABSOLUTELY NOT Why? Because Mark Carney SLASHED EV tariffs on CHINA from 100% to 6% Turning 🇨🇦 into a DUMPING GROUND for Beijing

@DirtyHarry8080 @MarcNixon24 Killing it will be brutal for the huge US companies that have massive capital investments in Canada. Everyone from General Motors to General Mills benefited from an open border and Trump is going to ruin it. Will be a bloodbath for the Fortune 500 if they don’t get rid of him.

@MarcNixon24 CUSMA is going to be tough go for us.

@MarcNixon24 To anyone with a rudimentary understanding of trade this sounds like utter nonsense. Chinese cars shipped to Canada are MADE IN CHINA and the US can easily tariff or block them exactly as they do today. Who is pushing this BS? I see it copied verbatim on all the bot accounts.

@ericjackson Canada embraced its proximity to the United States and entered into a wonderful trade partnership that greatly benefitted both nations. Then a lunatic blew up the deal, started an economic war, threatend military force, ended the rule of law and killed American credibility.

Canada lives next to an economy 10× its size — the most powerful growth engine in the world. Geography like that isn’t a grievance. It’s a strategic gift. The idea that Canada should emotionally distance itself from its largest customer, capital source, and innovation partner is not realism — it’s self-harm. Every country on earth would trade places instantly for Canada’s proximity. Strong nations don’t sulk. They negotiate, align incentives, and do business — especially when the math is this obvious.

@sarobertsonca Well put

Burney on CUSMA and negotiating with the US: "No deal is better than a bad deal ...why would you negotiate a new agreement with a country that's already broken the one we've got. We should have learned the lesson that they can't be trusted. This administration cannot be trusted."

@brianlilley America needs to keep tariffs on Canada due to the Chinese EVs and the Fentanyl and the Sasquatch and the Huawei 5G mind control and the kids who poop in litter boxes and the cocaine in Tim Hortons coffee. Very serious people, this administration.

Senator Kennedy asks Scott Bessent about going to zero tariffs if Canada dropped all tariffs. Not a good answer for us.

@1oldcurmudgeon @atrupar It would take around sixty seconds for a person of modest intelligence to seek out the rules for Country of Origin that apply to an automobile and realize that you’re completely full of shit. But who has a whole minute to spare, these days?

@atrupar Of course Aaron leaves out the part dealing with pass-through trade - where Canada would merely be a trans-shipment point for Chinese goods. Bessent wasn't talking about Canadian produced goods. But why spoil a cute talking point by presenting the full quote.

KENNEDY: If Canada came to the US and said, 'We're going to 0 tariffs on the US, all of them are off,' would you and the president go to 0 tariffs and let Canadian companies and American companies compete on a level playing field? BESSENT: Absolutely not

@atrupar This is such a ridiculous, disingenuous non-answer that every member of Congress and indeed every American should be offended that the Secretary would insult their intelligence in this way. But apparently they are all, in fact, too dumb to know they’re being insulted.

@ddebow You don’t. You listen for radio emissions from comparable Kardashev Type-II companies at the centre of the galaxy and then value based on the multiples.

how do you do a DCF for a kardashev-2 company?

AI will replace expert humans not when the AI is good enough to outperform the expert human but when the AI is good enough to impress the non-expert human who makes the buying decision.

@elonmusk In aggregate your Grok models are huge losers. You’ve deployed a pile of different strategies. Most are terrible and 1-2 got lucky. Now you’re sharing screenshots that clip out all the losers and the context that people could use to seek out the raw data. Huckster 101.

And the latest Grok 4.20 checkpoints are much better. Largest model variant of 4.20 still hasn’t finished training.

How do I trade credit default swaps on subprime software startup technical debt? “The Big Short”, but for AI slop.

@lraitt Canada announced one small agreement that tweaks tariffs on canola and a few cars. Meanwhile, the United States has signed dozens of deals, including with China. And the president claims to have made “200” deals.

CUSMA includes a special clause (Article 32.10) that applies only in the context of negotiating a free-trade agreement with a “non-market country.” CUSMA does include a special clause (Article 32.10) that applies only in the context of negotiating a free-trade agreement with a “non-market country.” 1/2

@SemiAnalysis_ Smart commentary as always

The U.S. wants 40% of chips made onshore. But quietly, the equipment that makes those chips is moving offshore fast. This gap matters just as much as the chips themselves. (1/6) 🧵

@Jason I wonder if any other countries are trading with the communists

Canada shacking up with the communists wasn’t on my dance card. 🦂 🐸

@hperrin59 @ChrisRMcGuire The "Canadian car industry" is branch plants owned by GM, Ford and Stellantis. American companies spent hundreds of billions building factories in Canada. The president would like those American companies to close those plants and take a massive financial loss, due to reasons.

@ChrisRMcGuire 🇨🇦 doesn't have a Domestic Car Industry so, not "strategic". It gives 🇨🇦 Consumers more options for low price EV's. (EV's aren't that great in Cold Weather) The "strategy" part was getting 🇨🇳 to agree to Buy 🇨🇦 Exports Trump Doesn't want to Buy anymore. And < Tariffs.

Canada's agreement to let Chinese cars into their market is an extremely poor strategic decision. But it also shows that without strong and consistent messaging from Washington, even our closest allies will sacrifice long-term strategic interest for short-term economic or political gains. When the United States announced in 2024 that it would ban Chinese cars, no ally was more supportive of the policy than Canada. But in 2025, Washington lost strategic focus on the issue and existing efforts to push allies to adopt equivalent policies atrophied. The result is predictable: allies are starting to cut deals directly with China that undercut our collective national and economic security. We need to do better in 2026. And we can't repeat the mistakes that allies are making here at home.