I mostly agree, but...

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I mostly agree, but... banner
I mostly agree, but...

I mostly agree, but...

@mostly_agree

All Tweets are legal advice & you were far too charitable in your analysis of my message “Show me the incentive and I'll show you the outcome” - Charlie Munger

404 Katılım Temmuz 2007
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I mostly agree, but...
I mostly agree, but...@mostly_agree·
justice.gov/usao-ndtx/pr/t… "Stephen Wall, 65, and Saskya Bedoya, 42, were charged in a superseding indictment filed this week with one count of conspiracy to commit wire fraud and one count of securities fraud."
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Elon Musk
Elon Musk@elonmusk·
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signüll
signüll@signulll·
it’s fascinating that today modern humans are still running a credential matching algorithm disguised as attraction. e.g. 6ft, symmetrical face, status markers… these are visible proxies that compress well into a profile or a first impression yet will never tell you whether or not someone will abandon you in times of high variance entropy like if you get sick or something. the latter gets systematically underweighted because it doesn’t resolve until the option period has long expired. only when you’re older you realize that the only thing that survives the death of eros is logos.
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𑣲@holylipss

imagine connecting so deeply with someone that your dates revolve around walking and talking for hours

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David Senra
David Senra@davidsenra·
Marc Andreessen (@pmarca): Airbnb could have been boutique booking software. Uber could have been taxi dispatch software. Tesla could have been self-driving software. They decided to take over the entire industry instead: "Silicon Valley between 1950 and 2010 was primarily just in the tools business. You'd build a tool like an operating system or a disk drive, sell it to people, and they'd figure out what to do with it. Then something changed. Alternate universe Airbnb is just boutique booking software. A tiny little business building spreadsheet software. But Brian Chesky decided: we're going to go into the hospitality business and compete with hotels directly. Uber and Lyft in the old world were just taxi dispatch software. In the new world, they're full transportation providers. Tesla in the old world would have just been software for self-driving cars. In the new world, it builds the entire car. Facebook, same thing. Prior to Facebook, if you built online ad software, you were selling it to media companies. Mark said: no. We're just going to beat the media company. We're going to build the entire thing. That was the pivot point when the Valley's ambitions went from just building tools to going directly into incumbent industries. And then AI makes that crystal clear. The winning AI companies are raising billions, tens of billions, in some cases hundreds of billions of dollars. The old world of $10,000,000 or $50,000,000 — where VCs tap out — is just not relevant anymore."
David Senra@davidsenra

My conversation with Marc Andreessen (@pmarca), co-founder of @a16z and Netscape. 0:00 Caffeine Heart Scare 0:56 Zero Introspection Mindset 3:24 Psychedelics and Founders 4:54 Motivation Beyond Happiness 7:18 Tech as Progress Engine 10:27 Founders Versus Managers 20:01 HP Intel Founder Legacy 21:32 Why Start the Firm 24:14 Venture Barbell Theory 28:57 JP Morgan Boutique Banking 30:02 Religion Split Wall Street 30:41 Barbell of Banking 31:42 Allen & Company Model 33:16 Planning the VC Firm 33:45 CAA Playbook Lessons 36:49 First Principles vs. Status Quo 39:03 Scaling Venture Capital 40:37 Private Equity and Mad Men 42:52 Valley Shifts to Full Stack 45:59 Meeting Jim Clark 48:53 Founder vs. Manager at SGI 54:20 Recruiting Dinner Story 56:58 Starting the Next Company 57:57 Nintendo Online Gamble 58:33 Building Mosaic Browser 59:45 NSFnet Commercial Ban 1:01:28 Eternal September Shift 1:03:11 Spam and Web Controversy 1:04:49 Mosaic Tech Support Flood 1:07:49 Netscape Business Model 1:09:05 Early Internet Skepticism 1:11:15 Moral Panic Pattern 1:13:08 Bicycle Face Story 1:14:48 Music Panic Examples 1:18:12 Lessons from Jim Clark 1:19:36 Clark Versus Barksdale 1:21:22 Tesla Versus Edison 1:23:00 Edison Digression Setup 1:23:13 AI Forecasting Myths 1:23:43 Edison Phonograph Lesson 1:25:11 Netscape Two Jims 1:29:11 Bottling Innovation 1:31:44 Elon Management Code 1:32:24 IBM Big Gray Cloud 1:37:12 Engineer First Truth 1:38:28 Bottlenecks and Speed 1:42:46 Milli Elon Metric 1:47:20 Starlink Side Project 1:49:10 Closing Includes paid partnerships.

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Josh Wood
Josh Wood@J_K_Wood·
This is insane. You never “owe” anyone a child. No one should be forced to give up their baby. Surrogacy horror story 👇🏻
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Enzo MacGregor
Enzo MacGregor@whartonMIT·
@CryptoMikli To me as well a HUGE reason in many instances you'd have to hire a lawyer to begin with, was simply their guidance thru the process ... too much inside baseball stuff for the client to figure out by themselves, and screwing it up == costly. That disappears with AI.
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Roshan
Roshan@meta_x_ai·
@CryptoMikli Andrew is a clueless dummy. If Everyone can file lawsuits, we need more lawyers, not less. This is an easy bet, "There will be more demand for lawyers"
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Mikli
Mikli@CryptoMikli·
Andrew Yang explains why lawyers will be replaced by AI “The first thing that jumped into my mind when you said that was lawyer. Law school applications, last I checked, went up 21% last year, and I would suggest that was a flight to safety, and that stuff’s not safe at all. Lawyering is highly structured. It’s very process oriented. It’s kind of the ideal environment for AI” “I have friends who are partners in law firms who say, ‘Look, I’m giving AI work that would have taken a second or third year associate a week to complete, and it gives it back to me in 20 minutes. So why on earth would I hire a small army of these associates?’”
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Nova Dharma (PM)
Nova Dharma (PM)@nova_dharma_pm·
@CryptoMikli What's interesting is what gets hollowed out first: junior associates. The work that used to train new lawyers—research, drafting, memos—is exactly the stuff AI can do. So the pipeline itself breaks. It's not just jobs disappearing; it's the entire apprenticeship model.
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Wall Street Apes
Wall Street Apes@WallStreetApes·
Las Vegas is an absolute scam American shows what it costs to order a pizza at the MGM Grand Just a basic cheese pizza is over $47 dollars and the pieces go up from there This is theft
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SightBringer
SightBringer@_The_Prophet__·
⚡️Vegas is a beautifully lit tax on weak positioning. That is what it really is. The whole place is built to identify moments where people are tired, impulsive, drunk, overstimulated, socially pressured, sexually charged, or too committed to leave, and then price into that weakness with surgical precision. The pizza is just one receipt from a much larger machine. Vegas figured out that gambling does not need to be the only casino. The room is a casino. The drinks are a casino. The food is a casino. The parking is a casino. The convenience is a casino. Every basic human need gets turned into a high margin trap the moment you are enclosed inside the system. They are not trying to delight you. They are trying to keep you moving while they shave you at every layer. And deep down, this is also America in concentrated form. Vegas just has the decency to make the extraction visible. The broader country has been moving the same way for years. Junk fees, service charges, dynamic pricing, app markups, subscription traps, stadium food, airport food, hospital billing, all of it. Vegas is just the purest expression because the mask is thinner there. The city says pleasure. The mechanism says capture. So what is really going on here is that whole zone has learned that once people are locked into a high stimulation environment, normal price discipline breaks down. People stop optimizing. They stop comparison shopping. They stop walking away. They start paying for momentum. That is when the machine feeds. A lot of modern leisure now works like this. It sells escape, then monetizes exhaustion. It sells fantasy, then charges you for every breath inside the fantasy. That is why people feel more resentment than the dollar amount alone should produce. They can feel the structure. They know they were farmed. So the outrage is justified. Vegas is no longer mainly selling fun. It is selling controlled vulnerability.
Wall Street Apes@WallStreetApes

Las Vegas is an absolute scam American shows what it costs to order a pizza at the MGM Grand Just a basic cheese pizza is over $47 dollars and the pieces go up from there This is theft

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Paul Ewenstein
Paul Ewenstein@RevolutionandIR·
@podoffame @bball_ref For MVP you're right. But All-NBA and All-Defense are a different story. Wemba will be DPOY but can't even be 2nd Team All-Defense if he misses a couple more games? Jokic goes from 1st Team All-NBA to nothing if he plays 64 vs. 65 games? That's what's silly.
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Jim Miloch
Jim Miloch@podoffame·
I am sorry, but if you can’t play in at least 80% of the games, you probably don’t deserve to win regular season awards. Only five NBA MVPs have gone to a player who played under 65 games. Malone won in a 50-game strike season. LeBron during a 66-game strike season. Giannis during 72-game COVID season. Cousy during a 72-game season. In NBA history, only Bill Walton would have been impacted by the 65-game rule.
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James L. Edwards III@JLEdwardsIII

The 65-game rule didn’t increase attendance like it was designed. Instead, it’s taken away deserved honors from some of the best players in the league.

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DisposableSoftware
DisposableSoftware@disposoft·
@Altimor sure youre not catching a bit of main character syndrome there buddy?
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Flo Crivello
Flo Crivello@Altimor·
Worked on a similar project at Uber. A great case study of how big companies build things no one wants because they develop "main character syndrome" — thinking too much about themselves and not enough about the customer. From the company's standpoint, this makes perfect sense: Doordash's business is very spiky (around lunch and dinner time), Dashers have empty time to fill up, wouldn't it be nice if we used this under-utilized asset we acquired at great expense? Clearer why it doesn't work once you take the customer's POV. E.g. at Uber we tried to sell this to an empanada's store in Chicago, which spent 1h every morning filling out these little plastic sauce containers they hand out to people. "Hire a temp worker!", you could say. But then, it's only a one-hour task. The worker would have to commute ~10min to you, each way, and you'll pay for that one way or the other, on top of the platform fees (which are huge). Then, he doesn't know your process. So you'll spend another 10min from one hour task explaining to them, and maybe another 10min catching mistakes / asking them to re-do things. Finally — even assuming none of this was the case, why *would* you want to hire a worker? You're gonna be at the empanada stand anyway, which doesn't get busy til noon. You have time until then to fill out the sauce containers. So, the reason these things never work is that they only work for tasks: 1. Requiring 0 context (right here you took 98% of the market out) 2. In high margin / low cost sensitivity businesses (brick and mortar / service-heavy businesses are not high margin!) 3. Where every worker is already near 100% utilization OR that need done immediately (it's a rare task that's so sensitive it needs done immediately but not so sensitive that you can give it to a rando off the street)
Andy Fang@andyfang

Introducing Dasher Tasks Dashers can now get paid to do general tasks. We think this will be huge for building the frontier of physical intelligence. Look forward to seeing where this goes!

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Byron Wan
Byron Wan@Byron_Wan·
🚨 Mar 19: an indictment was unsealed charging Yih-Shyan “Wally” Liaw (廖益賢), Ruei-Tsang “Steven” Chang (張瑞滄), and Ting-Wei “Willy” Sun (孫廷偉), for allegedly conspiring to divert high-performance computer servers assembled in the US and integrating sophisticated US AI technology (from Nvidia) to China, in violation of US export controls laws.  Liaw, a US citizen, and Sun, a citizen of Taiwan, were arrested today and will be presented in the Northern District of California. Chang, a citizen of Taiwan, remains a fugitive. Liaw is a co-founder, board member, and Senior Vice President of Business Development of Super Micro Computer, a US-based manufacturer that designs and builds high-performance computer servers for AI and cloud computing applications including servers that integrate AI GPUs.  Chang is a general manager in Super Micro’s Taiwan office.  Sun is a third-party broker and “fixer” who has worked with Liaw, Chang, and others to divert US-export controlled technology to China. Together, the defendants and others conspired to systematically divert Super Micro’s servers with Nvidia GPUs to China without a license to do so from 🇺🇸 Department of Commerce. The scheme operated as follows. Liaw and Chang, who worked closely with third-party brokers with customers based in China, directed certain executives of a company based in Southeast Asia (“Company-1”) to place purchase orders with Super Micro for servers with certain GPUs, purportedly for Company-1.  Those servers were often assembled in the US and shipped to Super Micro’s facilities in Taiwan, then delivered to Company-1 elsewhere in Southeast Asia. Company-1, in consultation with the defendants, then used a shipping and logistics company to repackage Super Micro’s servers and place them in unmarked boxes to conceal their content prior to shipping them to their final destinations in China.  To ensure that these server allocations were approved internally at Super Micro, the defendants and executives at Company-1 prepared false documents and records, and transmitted false communications, purporting to show that Company-1 was the end user of the servers. At the defendants’ direction, between 2024 and 2025, Company-1 purchased ~$2.5B worth of servers from Super Micro, many of which were assembled in the US. The defendants’ scheme became more brazen over time and resulted in massive quantities of servers with controlled US AI technology being sent to China.  Between late April 2025 and mid-May 2025 alone, at least ~$510 million worth of Super Micro’s servers, assembled in the US, were diverted to China in violation of US export control laws as part of the defendants’ scheme. The defendants and their co-conspirators took extensive measures to conceal their scheme.  As just one example, to deceive Super Micro’s compliance team, responsible for ensuring adherence to US export control laws, the defendants staged thousands of “dummy” servers — non-working, physical replicas of Super Micro’s servers — for inspection at the locations where Company-1 was purportedly storing the servers it had purchased from Super Micro. However, the actual servers purchased by Company-1 from Super Micro had already been unlawfully shipped to China. 1/2 justice.gov/opa/pr/three-c… ir.supermicro.com/news/news-deta… storage.courtlistener.com/recap/gov.usco…
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Steadfast
Steadfast@MForbes·
I’ll save you the trouble, here is the information you are most interested in: “Today, an indictment was unsealed charging Yih-Shyan “Wally” Liaw, Ruei-Tsang “Steven” Chang, and Ting-Wei “Willy” Sun, for allegedly conspiring to divert high-performance computer servers assembled in the United States and integrating sophisticated U.S. artificial intelligence technology to China, in violation of U.S. export controls laws.  Liaw, a U.S. citizen, and Sun, a citizen of Taiwan, were arrested today and will be presented in the Northern District of California. Chang, a citizen of Taiwan, remains a fugitive.”
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National Security Division, U.S. Dept of Justice
Three Charged with Conspiring to Unlawfully Divert Cutting Edge U.S. Artificial Intelligence Technology to China “The indictment unsealed today details alleged efforts to evade U.S. export laws through false documents, staged dummy servers to mislead inspectors, and convoluted transshipment schemes, in order to obfuscate the true destination of restricted AI technology—China,” said John A. Eisenberg, Assistant Attorney General for National Security. “These chips are the product of American ingenuity, and NSD will continue to enforce our export-control laws to protect that advantage.” 🔗: justice.gov/opa/pr/three-c…
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NIK
NIK@ns123abc·
🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…
NIK tweet mediaNIK tweet media
National Security Division, U.S. Dept of Justice@DOJNatSec

Three Charged with Conspiring to Unlawfully Divert Cutting Edge U.S. Artificial Intelligence Technology to China “The indictment unsealed today details alleged efforts to evade U.S. export laws through false documents, staged dummy servers to mislead inspectors, and convoluted transshipment schemes, in order to obfuscate the true destination of restricted AI technology—China,” said John A. Eisenberg, Assistant Attorney General for National Security. “These chips are the product of American ingenuity, and NSD will continue to enforce our export-control laws to protect that advantage.” 🔗: justice.gov/opa/pr/three-c…

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i/o
i/o@avidseries·
In 2024, this 91% non-white high school in San Francisco had a higher acceptance rate at Berkeley than most of the top-rated high schools in the state. Math proficiency: 7% Science: 6% Graduation rate: 76% How did this happen? Answer: Antiracism.
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