Rukundo

Deleted more lines of code than I added today, and Garry Tan came to my desk with a gun and shot and killed me

“Above all, do not lose your desire to walk.” — Søren Kierkegaard

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.

I have a strong urge to build software that feels like this.

too many agents running? you mean you're overwheLLMed

We should've stopped somewhere between discovering fire and filing taxes. We did too much

@OfficialNyabuto I like that . That’s a really good idea 🤔

This is incredibly brilliant. I've also seen someone talk about the same concept, but for writers... opensourced. I've tried to imagine it: @rukundo__

Just accidentally closed a tab I meant to read 2 years ago

Building the Emergent Grid: instead of moving megawatts to computers, move computers to megawatts. gridlesscompute.com/2025/11/11/bui…

faut éteindre son tel.

🧠 "Keep Thinking" Prize - TARA by Kyeyune Kazibwe A dashcam-to-economic-appraisal pipeline that turns road footage into infrastructure investment recommendations. Tested on an actual road under construction in Uganda.

"I am the bottleneck now" Few more thoughts

Always value your boundaries above any comfort that could come from its violation.

a few years ago, on this app, we had folks assuring us of the great returns that can be gotten from investing in rolex stands... we chased them away... now muzigo twitter has taken their place nitubinga ebinyampo, n'oreeta ebiserezo.

I wrote my first ever Substack post. And, of course, it's about the country's leadership. Please read, share, and let me know what you think. open.substack.com/pub/iiacan/p/o…

Message to the Chairperson and Members of the Uganda Electoral Commission @UgandaEC Justice Byabakama, On 17th January 2026, you orally declared the final results of the 2026 Uganda Presidential Elections. Article 61(d) of the Constitution of Uganda requires the Electoral Commission to ascertain, publish and declare in writing under its seal the results of the elections. Announcements made through public media do not satisfy this Constitutional requirement. This requirement must be read together with Article 1 of the Constitution, which vests sovereignty in the people of Uganda and mandates that all authority be exercised in their name and for their benefit. I have checked the official Electoral Commission website ec.or.ug and the uppc.go.ug/uganda-gazette which publishes the Uganda Gazette and have not found any publication of the 2026 Presidential Election results. As the body entrusted with the responsibility and which conducted these elections, the Electoral Commission is required to provide the people of Uganda with clear answers to the following questions: 1. How did the Electoral Commission ensure there was no ballot stuffing and multiple voting in light of the nationwide failure of the biometric machines? 2. What steps has the Electoral Commission taken to address videos online showing its officials, members of security forces, and other civillians ticking multiple ballots and/or stuffing multiple ballots at different polling stations or at other venues? 3. How did the Electoral Commission ascertain the results of the Presidential Elections within 48 hours in the absence of duly signed and transmitted Declaration of Results (DR) Forms from each polling station? 4. How were the Presidential Election results transmitted to the National Tallying Centre during the nationwide internet shutdown, and what verifiable audit trail exists to demonstrate the integrity, chain of custody, and authenticity of those results? 5. Has the Electoral Commission published the 2026 Uganda Presidential Election results for each polling station? 6. If so, where has the Electoral Commission published these results and when was that publication made? 7. If the publication of these results has not been made, why has the Electoral Commission not complied with this clear mandatory Constitutional requirement, 10 days after your announcement? Such a publication would also enable Ugandan citizens who wish to access these results, to do so. 8. What steps is the Electoral Commission taking to recover the 69 million United States Dollars of taxpayers’ money expended on non-functioning biometric machines, including any civil recovery actions against suppliers and Electoral Commission officials involved in the procurement, approval and testing of this equipment prior to their dispatch to the respective polling stations? I am asking these questions as a citizen of Uganda and taking into account that the Electoral Commission bears a positive and continuing duty under our Constitution to conduct elections that are not only free and fair but which are also transparent and verifiable through the results declared. Where access to information has been restricted as was the case with the nationwide internet shutdown, the obligation to provide verifiable quantitative and qualitative data rests squarely with the Electoral Commission as the declaring authority. Transparency in such circumstances is not discretionary. It is a constitutional obligation. The burden to prove compliance with its constitutional obligations rests with the Electoral Commission and not with the candidates who contested in the elections, the Ugandans who voted, those who opted not to vote, or those who were rendered unable to vote. Elections belong to the people, not to those who administer them. FOR GOD AND MY COUNTRY Justice Dr. Esther Kitimbo Kisaakye. Former Justice of the Supreme Court of Uganda. January 27, 2026 cc: The People Of Uganda

Cant wait to tell my kids that i used to be a trad coder.