pat dwyer // @newedgewealth // mfo

4K posts

pat dwyer // @newedgewealth // mfo

pat dwyer // @newedgewealth // mfo

@patrickjdwyer

https://t.co/d4KZovm06r

miami florida Katılım Eylül 2014
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pat dwyer // @newedgewealth // mfo retweetledi
Matt Van Swol
Matt Van Swol@mattvanswol·
So basically: a) ICE deploys somewhere b) TSA lines plummet c) Traffic vanishes d) ERs clear out e) Construction sites are ghost towns f) Class sizes shrink ...and we're still supposed to believe there are only 11 million illegal aliens in the country?!
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pat dwyer // @newedgewealth // mfo retweetledi
Meghan Reynolds
Meghan Reynolds@MeghanKReynolds·
Heard from LPs this week: The past 9 months have felt like groundhog’s day - a very small set of deals dominating all LP convos. The fever pitch to access rounds of OpenAI and Anthropic by LPs (and even GPs calling us) at times - has reached levels I’ve never seen in my career. And for good reason. Our rough math suggests that the VC investors’ gross profit on 3 LLMs currently equates to ~70% of ALL VC profits from the previous decade. “This time it’s different” mostly applies to the concentration - never has a tech super cycle declared such a small number of massive winners in such a short amount of time. The LP conversations are now shifting but we’re still on the same companies. LPs now preparing for IPOs and the LLM transition to public mkts - how to access at IPO, how the stocks will trade, liquidity dynamics, etc. 9 months from now will our convos still be focused on the same small group of companies??
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Breitbart News
Breitbart News@BreitbartNews·
Andrew Yang says Democrats' proposed "wealth tax" (i.e. asset confiscation) is a "disaster," then praises alternative policies like Trump Accounts that incentivize the rich to give to the needy without government bureaucrats getting in the way "Wealth taxes are a disaster, because wealth is portable." "I joke with people. It's like, guys, you cannot think that rich people are rancid assholes but that they'll stick around if you decide to hike taxes. Those two things don't exist in conjunction." "I loved what Michael Dell and Ray Dalio and his wife did with the Trump Accounts, where it's like, super wealthy people -- if you take the government out as a middleman -- will they give billions of dollars to poor kids? Apparently, yeah. They're more interested in that than giving it to the government, who they think is going to end up wasting a certain percent of it." "It's like, 'If I can just give it straight to the kids and I know it's getting to the kids, I am down.' And that should be the vision, is you go around to people and be like, 'Look, I get it. You don't trust the government to do it right, to administer it. They're going to hire a bunch of people, bloat, all sorts of weirdness. Let's just get it straight to the poor kids.' And then you could go to Americans and be like, 'See, look, there's like a real effort.'"
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Shaun Maguire
Shaun Maguire@shaunmmaguire·
Tesla FSD had its "Claude Code Moment" at the exact same time (roughly last Nov - Jan) Somehow folks are sleeping on the former, while being aware of the latter My wife and I bought two Teslas over the last quarter because of FSD IT'S INSANE 🚀 (...Next up, the Grok Moment?)
Elon Musk@elonmusk

Try Tesla FSD (self-driving)!

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Imtiaz Mahmood
Imtiaz Mahmood@ImtiazMadmood·
The Mullahs are finally figuring out Israel’s plan. Constant, unending regime decapitation until it surrenders or there’s no one left. It’s a strategy unprecedented in military history, because no military ever had the power to do it before. - @JewishSpaceLazr
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Bit Paine ⚡️
Bit Paine ⚡️@BitPaine·
IRGC is fucked. Strikes that cost the royals billions in O&G revenue leave no path to de-escalation. The GCC won’t allow them to continue to exist in any form going forward, because such a threat - no longer merely theoretical - cannot be abided. They will be fully behind US/Israel dismantling the regime for good. Leaving them alive now means they will live with this threat in their own backyard forever. It will mean persistently high costs of insurance etc. for all of their facilities. Indeed, the IRGC know this, meaning they only struck these targets because they already know it’s over for them. This is a temper tantrum you only throw when you feel betrayed and you know you are cooked.
سعود حافظ | Saud Hafiz@saudrahman27

The heinous Iranian aggression has crossed every single red line!!

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Jonah Lowenstein
Jonah Lowenstein@jonahsaullow·
The 2nd Renaissance needs an OS.
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Coen van Hees
Coen van Hees@CoenHees·
Just traded Amsterdam for Miami. The first chair has arrived. A new base as we continue expanding @InstantHQ in the U.S. If you’re building in commerce, AI, or Shopify in Miami (or know someone), let’s connect.
Coen van Hees tweet media
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pat dwyer // @newedgewealth // mfo retweetledi
Charlie Smirkley
Charlie Smirkley@charliesmirkley·
NYC spends more per homeless person than the median NYC household earns. $81,705 per person in FY2025. And $81,705 is a floor. It excludes supportive housing (~$500M/yr), mental health response teams, and NYPD encampment costs. The city projects ~$97K per person in FY2026.
Charlie Smirkley tweet media
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pat dwyer // @newedgewealth // mfo
Juicy 😳
David Alandete@alandete

Llevo meses viendo a Tucker Carlson aparecer en la Casa Blanca en momentos delicados. No una vez, ni dos. Varias. En reuniones sensibles, en días clave. Lo vi yo mismo, como en esta foto que tomé. Estaba allí cuando se hablaba de Venezuela, de petróleo, de Irán. Entre los periodistas siempre flotaba la misma pregunta en voz baja: ¿qué hace exactamente aquí un presentador de televisión? ¿Por qué está en salas donde normalmente solo entran funcionarios, diplomáticos o asesores de seguridad nacional? Carlson parecía convencido de que podía jugar otro papel. Que podía ser un enlace informal, alguien capaz de aplacar a Trump, abrir canales, empujar acuerdos. Durante años ha defendido esa estrategia de negociar con autócratas, hablar con dictadores, explorar pactos como los que proponía con Rusia o con el régimen venezolano. Pero no. Ahora él mismo ha dicho algo que cambia todo: que la CIA ha revisado sus mensajes con personas en Irán y que podría haber una remisión criminal al Departamento de Justicia por esos contactos antes de la guerra, bajo la ley que regula a los agentes de potencias extranjeras (FARA). Si eso es cierto, muchas escenas de estos meses empiezan a verse con otra luz. Aquellas entradas discretas en la Casa Blanca. Aquellas reuniones en las que nadie terminaba de entender qué hacía allí. Y aquellas conversaciones en las que Trump parecía darle información que luego resultaba incompleta o directamente errónea. En la propia administración se comenta la posibilidad de que Trump pudiera haber estado alimentándole con información equivocada o incompleta para despistar a los ayatolás antes del ataque. Sería un patrón que ya se vio en otro episodio reciente: cuando aceptó hablar por teléfono con Nicolás Maduro en plena negociación, enviando mensajes a través de Ric Grenell, y poco después acabó ordenando su arresto. Además, este episodio también tiene una lectura interna en Washington. En la pugna dentro del trumpismo entre el vicepresidente JD Vance y el secretario de Estado Marco Rubio, la situación resulta relevante. Carlson es íntimo de Vance y ha sido durante años uno de los críticos más duros de Rubio. Si ahora su figura queda cuestionada en este contexto, eso refuerza indirectamente la posición de Rubio dentro de la administración.

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Brian 🥜 🥜
Brian 🥜 🥜@realxbanker·
@InezFeltscher Scott Adams used to say Trump would change the way we saw reality. I think this is what he meant.
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Inez Stepman ⚪️🔴⚪️
Inez Stepman ⚪️🔴⚪️@InezFeltscher·
Trump is pulling out every thorn in America’s side that has geopolitically vexed us since the age of the Boomer. By the end of his term it may be that every single built-in assumption about the world we grew up with will be rearranged.
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