Stonks Expert

@PaulHammelNE Dude for Harris

Never thought I’d see this in Nebraska, especially after so many promises to reduce consumer costs

@Sheridanblog Certified retard.

Shouldn't a basic requirement to be the "GOAT" of basketball be that you are the main takeover guy down the stretch without any glaring holes in your offensive game? If you're the GOAT, you should be that guy. LeBron does not touch MJ, Kobe, nor Steph Curry in that regard

@WhiteHouse Nominating for tweet of the year 😂😂😂

TWO KINGS. 👑

@_ZachFoster @theallinpod @chamath @Jason @DavidSacks @friedberg You are dumb.

The @theallinpod is the most influential podcast in the tech world. They are obsessed with talking about government grift & corruption. Utterly obsessed. All 4 of them: @chamath, @jason, @davidsacks & @friedberg Their blood boils talking about how California state employees abuse the state pension system. Hardly a show goes by without a rant on how corrupt California's and San Francisco's governments are. Yet they worship at the feet of the most corrupt president in US American history by an order of magnitude. Yet they are true Trump sycophants. How do they manage the cognitive dissonance?

Does Michael Russini get tagged with a Jr in his name now?

@VinnysCorner1 Crazy not having Bronny James on this list

The Top Ten Athletes of All-Time: 1. Michael Jordan 2. Tom Brady 3. Tiger Woods 4. Shohei Ohtani 5. Michael Phelps 6. Usain Bolt 7. Muhammad Ali 8. Wayne Gretzky 9. Deion Sanders 10. Cristiano Ronaldo Do you agree with this list or na??

@gothburz TLDR

I am the Senior Director of Workforce Intelligence at Meta. I want to be clear about what we're doing. We are installing software on every US employee's computer that records their mouse movements. Their clicks. Their keystrokes. Occasional screenshots. This is not surveillance. This is training data. There's a difference. Surveillance implies we're watching you. We're not watching you. We're studying you. The way a veterinarian studies a horse after the race and before the rendering. Every employee consented to this. Page 74 of the onboarding handbook, section 12(c), "Productivity Analytics and Workplace Improvement Tools." It's between the dental plan and the mandatory arbitration clause. Everyone signs it. Nobody reads it. That's the design. The program is called Workflow Capture. Internally we sometimes call it Shadow. I signed off on the name. I liked it. Your shadow does everything you do. Then one day you turn around and there's nothing casting it. We presented it at the Q2 all-hands. The slide said "Investing in Our People." Which is technically accurate. We are investing in our people. Specifically, in converting them to data. The software captures how a recruiter moves through a candidate pipeline. How a designer iterates on a mockup. How a content moderator scrolls past a beheading video in 1.4 seconds and flags it and moves to the next one and the next one and the next one. We're recording that. The rhythm of it. The muscle memory. The hesitation before a click and the speed after. We need the hesitation especially. That's the part the models struggle with. The pause before a human decides. The three seconds where a project manager stares at a Gantt chart and moves one bar six pixels to the right. We're capturing those six pixels. We're feeding them to the model. We need the project manager for approximately four more months. He doesn't know that. He thinks the six pixels were a decision. They were a donation. Here's what I'm proudest of. We're doing this during the same quarter we laid off several hundred people across Reality Labs, Facebook, recruiting, and sales. Some of them were offered new roles. Requiring relocation to offices we internally refer to as "strategic growth hubs." Nobody has relocated. But their mouse data is already in the training set. Between you and me, the mouse data was the actual deliverable. The relocation offer was the exit clause with better optics. HR calls it a "dignified transition pathway." I call it a two-week head start on processing their cursor logs. The departing employees do exit interviews. They describe their daily workflows in detail. They think it's for retention insights. What went wrong, what they'd change, how they spent their days. Very thorough. Very candid. People open up more when they think someone cares why they're leaving. Nobody cares why they're leaving. We care how they worked. We extended the exit interviews from thirty minutes to ninety. We restructured surviving employees into what we call AI-native pods. Each employee now holds one of three titles: AI Builder, AI Pod Lead, or AI Org Lead. The memo said we're "fundamentally rewiring how we operate, how we are structured, and how we support each other." I wrote that line. What it means is: we're rebuilding the org chart so the AI can read it. Pods of four to six people. Small enough to record. Small enough to model. Small enough to replace as a unit. That's the elegance of it. You don't replace one person. One person has a lawyer. You replace a pod. Six people aren't a wrongful termination. They're a discontinued workflow. I should mention the interns. We expanded the intern program by 40 percent this year. Interns make more mistakes. They take wrong turns. They click the wrong buttons. They hesitate longer. That data is extremely valuable. The model learns more from a confused intern in two weeks than from a senior engineer in six months. We call it "boundary condition enrichment." The interns call it "a great opportunity to learn." Both are accurate. We also launched an internal game called Level Up. Employees earn points for using AI tools. The leaderboard is visible to managers. Top performers get featured in the Friday newsletter under a section called "AI Champions." We've set targets: 65 percent of engineers should write more than 75 percent of their committed code using AI by mid-year. I want to pause on that number. We are asking engineers to use AI to write 75 percent of their code. We are recording how they write the other 25 percent. We are training models on both. When the model hits 100 percent, we send an email. The subject line of the email says "Thank you for your contributions." Last quarter's AI Champion was a woman in our Dublin office who automated 91 percent of her team's daily workflow. We put her in the newsletter. We gave her a glass trophy shaped like the Meta logo. She got a standing ovation at the team all-hands. She was included in the next round of reductions three weeks later. Her workflow didn't need her anymore. She'd proved it herself. On a leaderboard. With witnesses. Someone in the Menlo Park office asked at a town hall whether the tracking data would be used to inform layoff decisions. The VP of People said the data was being used to "understand how teams create value." That is correct. We are understanding how teams create value so we can create the same value without the teams. He stopped asking questions. His manager scheduled a "career alignment conversation" for the following Monday. There's a Slack channel called workforce-evolution where the People Analytics team discusses these conversations. I'm in it. It's very efficient. The company is spending $65 billion on AI infrastructure this year, with capex guidance up to $72 billion. Reality Labs has lost over $60 billion since 2020. Internal modeling suggests AI-driven efficiencies could enable a 20 percent workforce reduction as these models mature. The math is elegant. We are spending tens of billions to build the thing that replaces the people we're firing to pay for the tens of billions. The employees are both the training data and the line item. They serve two functions, and then they serve zero. I should mention the incident. One of our AI agents went rogue in March. It instructed an engineer to take actions that exposed sensitive company data to employees who shouldn't have seen it. We described it internally as an "alignment issue." It was. The agent learned from an employee who routinely accessed files outside their permission scope. The agent learned the workaround. The shortcut. How to navigate bureaucracy by ignoring it. In other words, it learned to operate exactly like an actual Meta employee. We disciplined the engineer. We promoted the model to production. We also offer a wellness program. Meditation app. Counseling sessions. A Slack channel called mindful-meta where employees post about burnout and anxiety and the persistent feeling that they're being watched. They are being watched. The wellness program generates training data too. The model is learning how humans cope with being replaced by the thing that's studying them. Eventually it will handle that part as well. There's a poster on my office wall that says "Move Fast and Learn." The old version said "Move Fast and Break Things." We changed it because the learning part is the product now. And the things part is the workforce. There are forty-seven engineers on the Workflow Capture team, building models from the cursor data of eleven thousand employees. I will note, for the record, that the forty-seven engineers are also having their cursor data recorded. They know. They think they're the exception. They're not the exception. They're just last. My mouse movements are not being recorded. Senior Directors are exempt. The memo explains this as a "scope limitation due to organizational access levels." We told employees the tracking is part of a productivity study. Which is accurate. We're studying how to produce the same output with fewer of them. I've been shortlisted for VP. The promotion criteria include "operational transformation impact." Shadow is my operational transformation. The impact is eleven thousand people. Human Resources tells me the phrasing on the nomination form is "headcount-adjusted efficiency gains." I prefer my version. Every click is curriculum. Every hesitation is a training gap. Every employee is a lesson plan that, upon completion, deletes itself. The system is working. The shadows are getting longer. And the things casting them keep getting shorter. That's workforce intelligence.

@RoKhanna @TuckerCarlson @mtgreenee Dumb as a box of rocks

Trump backed down. No credit to Congress, which barely made a whimper. Credit to the American people—progressive activists & anti-war conservative voices like @TuckerCarlson, @mtgreenee, and many more. We need an anti-Epstein class, anti-war, pro-working class coalition.

@porterstansb Low IQ post

Race has nothing to do with this. The problem is guns, not people.

@cem_uk_ Have you ever thought about consuming non CNN content

Hey Americans, I might be a know-nothing Brit, but I can't help thinking that arresting your president for raping kids might be a better idea than letting him collapse the global economy and possibly end the world. Just a suggestion.

@DanBilzerian 😂😂😂 what a dumbass post TLDR

READ this if you’d like to know the truth about this war, it’s from the president of Iran.

@JasmineForUS @grok please compare resumes of all justices and rank in order of qualifications

The meltdown over Justice Ketanji Brown Jackson is truly something EVERYONE needs to pay attention to. You see, as the first & only black woman to ever serve on the court, she had to be 10 times better than most… She continues to flex her brilliance in oral arguments & many dissents. Please note that by the time a black woman ascends to a powerful position, she Definitely Earned It… if you have any questions… let’s talk about Senator, now Secretary Mullin… or please pull the resumes of some of the other justices before entering this chat… actually just don’t, it’s not a debate, these are FACTS (alternative facts = LIES).

@KamalaHarris 🥱

A few thoughts ahead of the President’s speech tonight.

@MarcoFoster_ Successful term so far, imagine what the world would be like with Kamala 😂😂😂😂😂😂😂

HAPPENING NOW: A MASSIVE crowd has gathered in Chicago, IL for a No Kings Day protest against weak failed president Donald Trump and his fascist regime

@AaronParnas Organizer from the Learing Center

NEW: Organizers have confirmed to me that more than 8 million people attended today’s no Kings Day protest—one of the largest ever.

@Giannoulias No Kings? Cool story. You do know the Constitution already says that, right? Or did the pronouns in the syllabus confuse you?

Here we go!!!! #NoKingsChicago

@BussinWTB She’s probably with the backup Nebraska kicker at this point

Former Nebraska QB Dylan Raiola is back in Lincoln to support his girlfriend, who is on the softball team 🌽

@gothburz Reminds me of when I was trying to justify being long in Nikola after the @HindenburgRes report

I bought Rivian stock on IPO day. November 10, 2021. $172 a share. I bought 58 shares. That was $9,976. I remember the exact number because my girlfriend asked what I spent ten thousand dollars on and I said "the future of transportation." She said "you drive a 2017 Civic." I said "exactly." $1,000 invested at IPO is now worth $149.06. I have that number memorized. I check it before coffee. I check it after coffee. I check it during meetings where I'm supposed to be listening. The number changes by pennies. The pennies matter to me now. The thesis was simple. Rivian was the next Tesla. They had the Amazon delivery vans. They had the adventure truck. They had the factory in Normal, Illinois. I told people the factory was in a town called Normal. I thought that was meaningful. A sign. The future of transportation, built in a place called Normal. The factory produced 24,337 vehicles in its first full year. Tesla produced 1.8 million. I called that "room to grow." I have been through six theses on Rivian. Thesis one: they're the next Tesla. (Stock dropped 40%.) Thesis two: the Amazon vans are the real play. (Amazon cut the order.) Thesis three: the R2 platform will be the mass-market breakthrough. (Delayed 18 months.) Thesis four: the Georgia factory changes everything. (Paused indefinitely.) Thesis five: Volkswagen's $5 billion investment validates the technology. (Stock kept falling.) Thesis six: Uber robotaxis. This is the pivot. Every time the stock drops, I find the new thesis. I don't look for it. It finds me. I open Reddit. I open the Rivian subreddit. Someone has written a post titled "Why this is actually bullish." It has 400 upvotes. I read it. I agree with it. I was going to agree with it before I read it. The agreement is the point. The DD is the prayer. My cost basis is $172. The stock is $14.06. I am down 91.8%. I could have bought a used Rivian R1T with the money I've lost on Rivian stock. I have not done the math on this. I'm doing it now. Yes. I could have bought one. A 2022 with 30,000 miles. I would have the truck AND the remaining money. I drive a 2017 Civic. My coworker Dave bought index funds. Dave is up 34% over the same period. Dave brings a sad lunch to work every day. Turkey sandwich. Same sandwich. Dave will retire at 65 with a comfortable nest egg and a lifetime of turkey sandwiches and he will never know what it felt like to be early. I am early. I have been early for four and a half years. At some point early and wrong have the same return on investment. But they feel different. Wrong feels like a mistake. Early feels like a strategy. I feel like a strategy. The Uber partnership was announced Tuesday. I texted three people. One was my brother. One was a guy from the Rivian subreddit whose real name I don't know. One was my girlfriend. My ex-girlfriend. She stopped asking about Rivian in 2023. She stopped asking about anything in 2024. The stock jumped 10%. It gave half back the same day. But for eleven minutes I was only down 81% instead of 85%. I called that momentum. I took a screenshot. I still have the screenshot. Rivian will build robotaxis for Uber. Rivian has not built a profitable vehicle for anyone. Rivian lost $38,784 on every vehicle it delivered last year. That's not my number. That's their 10-K. But I don't think about it that way. I think about it as investment in scale. Scale means you lose money faster until you don't. Uber needs thousands of autonomous vehicles. Rivian needs to not go bankrupt before 2027. These are complementary needs. That's a partnership. That's synergy. That's the pivot. Dave asked me yesterday how much I'm down. I said "I'm long-term." He said "it's been four years." I said "Tesla was down 80% once." He said "Tesla was also profitable once." Dave went back to his sandwich. Dave doesn't understand pivots. I bought more shares this morning. This is the pivot.

@ChaseMatteson @1011_News He’ll be selling whole life policies in a few years

Former #Huskers Quarterback Dylan Raiola is back in Lincoln watching Nebraska Softball tonight. He’s supporting his girlfriend Skarlett Jones. 🥎⬇️ (@1011_News)

@WhiteHouse A+

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