dani

One of these two groups is mispriced Private AI labs: OpenAI valued around $840B, Anthropic north of $600B on secondaries. Both at 30x+ ARR. Public giants: Microsoft at ~$3T on 23x forward earnings. Amazon at ~$2.3T on 28x. Microsoft likely owns ~25% of OpenAI. Amazon likely owns ~15% of Anthropic and ~5% of OpenAI If private investors are pricing these labs for a $5T+ venture-style outcome then… Microsoft’s implied stake in a $5T OpenAI is $1.25T embedded inside a $3T company. Amazon’s combined stakes embed roughly $1T inside a $2.3T company. Publics too cheap on Al exposure? Or privates/secondaries in bubble territory? Which breaks first?

🚨To every Black person tempted by the antisemitic wave sweeping right now:🚨 Back when white mobs lynched us in the streets... When we had no money, no power, and literally no movement... Who stood with us? Who risked everything? The Jews. They weren't just allies—they were family in the fight. - Jewish leaders co-founded the NAACP in 1909 and funded/led it for generations when no one else would. - When Dr. King and our people were arrested, beaten, jailed—Jewish lawyers defended us for free, and Jewish money paid bail bonds and court fees while others turned away. - In Freedom Summer '64, half the white volunteers risking death to register Black voters? Jewish. - Rabbi Heschel marched arm-in-arm with MLK in Selma—our struggles linked forever. Without their blood, treasure, solidarity, and courage—there is no Civil Rights Movement as we know it. No Voting Rights Act. No dream realized. That's why I stand with the Jews. They were our only true friends when this country hated us—when doors slammed shut and ropes hung high. They showed up, bled, and built with us. So to my people joining this demonic, divisive hate today: Pause. Remember. Honor the alliance that freed us. Our histories are bound. Our freedoms were won together. Betray that, and you betray the very martyrs who died for our rights. Black-Jewish unity forged the dream. Don't let hate destroy it. I stand with my Jewish brothers and sisters—always. ✊🏾🤝✡️🇮🇱 Repost if truth > trends. If gratitude > division. If history matters. #BlackJewishAlliance #RememberOurAllies #StandTogether #CivilRightsTruth #NoToAntisemitism

@kibutschain @BulwarkOnline @DavidSacks This.

@DavidSacks I never miss any of the AllIn podcasts and you are my favorite. But I am very disappointed with the lack of knowledge you have about anything to do with Israel. I was also surprised that you guys kept bringing on your show the Antisemite Tucker. You seem to have a blind spot

White House AI & Crypto Czar David Sacks: "Israel is getting hit harder than they've ever been hit before in their history. And we're only two weeks into this.  If this war continues for weeks or months, then Israel could just be destroyed… And then you have to worry about Israel escalating the war by contemplating using a nuclear weapon, which would truly be catastrophic"

@JulienBek Right on point. Sell the value not the tool.

If you’re not Iranian, shut the fuck up. Iranians are celebrating and crying tears of joy right now. Long live Iran 🇮🇷❤️

Wave of Iranian bots being filtered.

Israeli startups raised $1.6B in Dec. 2025 - strongest funding month since 2022. Cybersecurity, AI and life sciences drove the momentum. 🚀🇮🇱 Israel. Open for Business #google_vignette" target="_blank" rel="nofollow noopener">calcalistech.com/ctechnews/arti…

@elonmuskTN 11

@alexisohanian Vitalay Fomin & Amit Weiss - Numenos

Who are the best founders working on curing cancer with AI?

Who really has the biggest economy? USA 🇺🇸 $29 trillion gdp China 🇨🇳 $19 trillion gdp India 🇮🇳 $4 trillion gdp Instead of looking at GDP, let’s look at how many goods and services are made and sold in each country. Cars 🚗 USA 🇺🇸 11 million cars made. 16 million sold China 🇨🇳 31 million cars made. 23 million sold India 🇮🇳 6 million cars made. 5 million sold. Trucks 🛻 USA 🇺🇸 330k trucks made. 800k sold China 🇨🇳 4 million trucks made. 3.3 million sold India 🇮🇳 1 million trucks made. 250k sold Housing 🏠 USA 🇺🇸 2.9 billion square feet China 🇨🇳 5.8 billion square feet India 🇮🇳 1 billion square feet Airplanes ✈️ USA 🇺🇸 200 fighter jets made. Boeing made 348 commercial airliners. China 🇨🇳 250 fighter jets made. COMAC made 12 commercial airliners. India 🇮🇳 16 fighter jets made. 0 commercial airliners. Boats 🛥️ USA 🇺🇸 5 commercial ships made. China 🇨🇳 1800+ commercial ships made. India 🇮🇳 0 commercial ships made. Steel 🏙️🗼 USA 🇺🇸 79 million tons China 🇨🇳 1005 million tons India 🇮🇳 150 million tons Beef 🥩 USA 🇺🇸 12.4 million tons China 🇨🇳 7 million tons India 🇮🇳 0 million tons (banned in Hinduism) Rice 🍚 USA 🇺🇸 5.1 million tons produced. 3.2 million tons exported. China 🇨🇳 207 million tons produced. 2.3 million tons exported. India 🇮🇳 135 million tons produced. 20 million tons exported. Soybeans🫛 USA 🇺🇸 120 million tons. 54 million exported. China 🇨🇳 20 million tons. Additional 100 million imported. India 🇮🇳 13 million tons. De minims imports and exports. Video 📹 USA 🇺🇸 838 billion hours watched China 🇨🇳 1,238 billion hours watched India 🇮🇳 1,059 billion hours watched Work 👨‍💻 USA 🇺🇸 672 billion hours worked China 🇨🇳 3.372 billion hours worked India 🇮🇳 3,350 billion hours worked Surgeries 👨‍⚕️ USA 🇺🇸 92 million surgeries China 🇨🇳 130 million surgeries India 🇮🇳 60 million surgeries Roads 🛣️ USA 🇺🇸 less than 20k km paved China 🇨🇳 50k km paved India 🇮🇳 587k km paved Movie tickets 🎟️ USA 🇺🇸 762 million tickets sold China 🇨🇳 1,010 million tickets sold India 🇮🇳 940 million tickets sold Phones 📱 USA 🇺🇸 0 phones made. 145 million sold China 🇨🇳 700 million made. 431 million sold India 🇮🇳 330 million made. 246 million sold Batteries 🔋 USA 🇺🇸 80 GWh produced. China 🇨🇳 1,170 GWh produced. India 🇮🇳 <10 GWh produced. Electricity ⚡️ USA 🇺🇸 4300 TWh produced, 4250 TWh consumed China 🇨🇳 10,000 TWh produced, 9000 TWh consumed India 🇮🇳 1,800 TWh produced, 2,000 consumed. Airplane and Train Travel 🧳 USA 🇺🇸 876 million passengers by plane, 33 million by train China 🇨🇳 741 million passengers by plane, 4300 million by train India 🇮🇳 211 million passengers by plane, 8300 million by train Oil 🛢️ USA 🇺🇸 21.7 million barrels/day produced. 19 consumed. China 🇨🇳 4.2 million barrels/day produced. 16.6 consumed. India 🇮🇳 0.72 millions barrels/day produced. 5.4 consumed. China’s real economy is the largest by far and India’s comparable to that of the USA, which may not even be a top 3 in 10 years.

@HilzFuld Spreading unconfirmed news. You should be ashamed.

@amitaiz @grok No. that ignores the fact that uncalled capital is still working elsewhere until it’s needed.

@roditi_daniel @grok קודם כל מעניין ואשמח לראות השוואה כזו, אבל שואל מבורות: אחרי 10 שנים של הקרן (זו מ-2011 וזו מ-2015) האם לא אמורים למדוד פשוט כסף בכיס?

סקופ נאה של ידי אסף גלעד בגלובס חושף את התשואות של גלילות בקרנות השונות, אבל הוא נמנע משום מה מהדבר הבסיסי - השוואה לתשואות נאסדאק לאותה התקופה. גם אני לא עשיתי עדיין אבל אולי ידידי @grok יכול לעזור. אני לא יודע אם הוא מסוגל לקרוא תמונה.

@SwissAmbIL Amazing

Glad to see the full team back at the embassy in good health & spirits. We were fully operational throughout the last two weeks, and now the embassy is again also open for all consular services & visits.

@OurielOhayon 🤞

Last time a piece of shit trended #1 it was Sinwar the day he was terminated

The saddest thing for me as a British Jew? Watching the Israelis reference the blitz spirit - seeing them pull together using Churchill's WW2 England as an example... listening to interviews with those hiding down in underground train stations as they mention that this is what the Brits did during the 1940s.... but most of all hearing Israelis today compare themselves to the WW2 Brits - as they stood alone against the Nazi menace - no matter the price the home front paid - because basically the cause was right and they felt they had no choice. The UK went to war in 1939 not because it was attacked - but because the Nazis were a strategic threat that needed to be stopped - and the English were not going to let them bully and attack the whole world. The Brits declared war over the Nazi invasion of Poland! And then I look at us today. The UK government knows the Iranians are a strategic threat. Hey - they have attacked our ships - they plan terror attacks on our soil - they arm our enemies - and there is no way we want them to ever achieve nuclear capability. But the UK today is cowardly. So it sits back and watches. It sits back and does nothing as the Israelis fight the Iranians alone. It smiles inwardly as the Israelis take the Iranians apart. It sits on its hands as a strategic threat to the UK fires ballistic missiles on a key British ally. So I think back to Churchill's UK - and know that that they would not have sat idly by. And that is the saddest thing for me today as a British Jew. What heroes today's Israelis are. And what cowards we in the UK have become.

@SwissAmbIL 🙏

Please, take note.

Hamas’s refusal of the US ceasefire offer is not a breakdown in diplomacy. It is the execution of a long-game strategy rooted in Muslim Brotherhood doctrine. By rejecting compromise, Hamas sustains its narrative, preserves its militant infrastructure, and maintains control through manufactured crisis. Israeli civilians remain deliberate targets. Palestinian civilians remain political currency. This is not failed negotiation. It is systemic exploitation masked as resistance.

@duborges @shaunmmaguire Chatruletka - pretty much same thing as chatroulette

@shaunmmaguire im curious, was that an actual interview? chatroulette?

This is a real video with a Doctor in Australia The Doctor has already been fired But people have no idea how bad antisemitism has gotten in the West