Scheplick

This is a fascinating take, but I would add an important caveat that by saying “technology” he really means all the focus should be on social media and the endless stream of garbage content. Another example, for the last 10 years, the smartest people have been working at Facebook and Tinder and Snapchat to optimize “algorithms” for just endless wastes of time watching feeds of brain rot. You could say the smartest people have been building algos for 10+ years now to steal time from the people who have no self control. Technology is fine, but it must return to their physical world. The social media and content world is already at peak capacity. Less screens, more machines. I would also add that AI is awesome for this because AI is the great commoditization of all software and social media. So, naturally, the next wave of capital is flowing back to the physical world.

The best performing stocks in the S&P 500 over the last 5, 10, 15, and 20 years... bilello.blog/newsletter

The scale of @SpaceX Starship is just so insane. In this video it's especially visible:

The moment you realize what life looks like for people who don’t know anything about AI, politics or the economy:

Goldman Sachs just released a detailed 26 page report on their long term view on private credit A few charts that caught my eye 1/ Majority of private credit AUM is held by institutional investors

I bet your little pitching staff doesn't have these cannons

To make AI data centres beautiful unironically, they produce *a lot* of heat, so they should obviously be built in the style of Georgian and Victorian glass houses, filled with citrus trees and other exotic plants, like the Palm House at Edinburgh's Royal Botanic Garden.

Meta's DAUs just dipped for the first time since 2021 More charts: a16z.news/p/charts-of-th…

Step into Greco-futurism.

America demands art deco data centers

The Nasdaq Composite just crossed above 25,000 for the first time. A year ago it was at 18,000. 5 years ago it was at 14,000. 10 years ago it was at 4,800.

To all the US debt doomers: just 4 companies make up HALF of the US debt alone. Add in the remaining 2500+ companies, then add in the natural resources, then add in the fact the majority of the debt is us just borrowing from ourselves (we’re our own lender), and then please stop posting horrible US debt takes without accounting for the entire balance sheet.

@OJRenick 🤯

Options say $GOOGL will surpass $NVDA within two weeks >>> cnb.cx/4cKwvht

One must always wonder: why aren’t more startups trying to compete with this? There’s basically still only 3 or 4 firms that dominate this market.

Second. Best. April. Ever.

Just got accepted for a junior position on the leveraged finance team at JP Morgan

If you really think about it, the combination of GLP-1 and AI is the greatest deflationary force we’ve had to deal with ever and there is no other comparison even close to it.

Yesterday, I spoke with the CEO of a mega fleet, who said most of his truckload business was doing well, except for one segment: food & beverage. He called the lack of volume from this segment "unusual." I told him we believed GLP-1s were causing a significant slowdown in food and beverage shipments, as we had just completed a market study on GLP-1's impact on freight shipments. Our study, now published in a SONAR Sitrep, available online, estimates that 851k truckloads have been removed from the market due to GLP-1s, and this number could ramp to 1.95m by 2030. Not only are Americans getting skinnier. Their truckloads are as well.

Here's a rough summary of Elon Musk’s 1 hour and 40 minute long testimony today during the OpenAI trial. He will resume his testimony tomorrow. • Argues the case has huge implications: "It is not ok to steal a charity. If the defendants are found not guilty, this case will become caselaw. It’ll give license to looting every charity in America. The consequences of this case go far beyond me or everyone here. The entire foundation of charitable giving in America will be destroyed." • Says OpenAI was founded as a nonprofit, open-source counterweight to Google, focused on AI safety. • Claims the shift to a for-profit structure violated that mission. • Says his AI concerns date back to conversations with Larry Page, who he felt wasn’t taking AI risk seriously. • Elon says he tried to warn Obama about AI, but that Obama felt AI was not good enough (back then) to seem scary smart. "Here we are in 2026, AI is very smart." • Believes AI could surpass human intelligence as soon as next year and poses existential risk in the hands of the wrong people: “If you have someone who’s not very trustworthy in charge of AI, that’s very dangerous for the whole world.” • Elon framed his companies (SpaceX, Neuralink, xAI) as part of a broader mission to protect humanity’s future. • Emphasized OpenAI’s original goal: AI for the good of humanity, not profit-driven control. • Elon's main argument is that OpenAI abandoned its founding principles, and that precedent could reshape both AI governance and charitable trust. • Larry Page refused to speak to Elon Musk again after Elon recruited Ilya Sutskever to join OpenAI. Elon viewed Ilya as the “number one” most valuable member at Google. • Elon thought in the early days, OpenAI's corporate structure would be a nonprofit funded initially with donations, but there could potentially be a parallel for-profit that is owned by the nonprofit and funds the nonprofit: “We (Sam Altman and Elon) were in agreement that OpenAI would be a 501c3 charity. • Elon was not opposed to there being a small for-profit that provided funding to the nonprofit, as long as "the tail didn’t wag the dog." • Elon: “there are very few people who understand venture capital in Silicon Valley like I do."

"The legalization of mobile sports gambling in America was a policy mistake and that the evidence is now clear enough to say so."