MDP
297 posts


@johnondrasik Beatles
Stones (13x)
Kinks (plus Ray and Dave separately)
Simon and Garfunkel
Sex Pistols
Jethro Tull
Wings
Ten Years After
Jimi Hendrix
Traffic
Chuck Berry
Squeeze
Five for Fighting
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@johnondrasik Springsteen
Stones
Pearl Jam
Yes
Emerson Lake and Palmer
Genesis
Muse
Foo fighters
Coldplay
Audioslave
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The companies that win the next decade will be AI-native.
They won’t just use AI. They'll be built on it.
linkedin.com/pulse/ai-nativ…
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@ClayTravis When you understand that 40% of Americans don’t pay taxes and the flight from blue states are typically professionals who are able to relocate, it paints a worrisome picture of what will be left to generate revenue in these states.
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This is the biggest story in America since covid. Wealth is fleeing blue states and moving to red states. The future of the country is in zero state income tax states like Tennessee, Texas and Florida.
Stephen Moore@StephenMoore
The biggest wealth transfer in American history isn’t happening on Wall Street. It’s happening on U-Hauls. Over $2 trillion in income fled high-tax blue states for low-tax red states in just 11 years. And blue states’ solution? Raise taxes again.
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This is the type of person you have to be to get hired at Citadel
Ken Griffin once asked a Harvard graduate with a Citadel offer letter what he would do if he had $10 million in his bank account
The young man replied that he would quit his job to travel and climb the highest peaks around the world
Ken Griffin responded by saying that Citadel was not the right fit for him
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@UziCryptoo All states need revenue. There are only so many buckets, but if there is no income tax, you can be sure that another bucket such as sales tax rates are high
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Matt Fitzpatrick was asked about his reaction to the crowds down the stretch at the RBC Heritage:
"It didn't get out of line in terms of no one was shouting on backswings or anything like that, which was great. I'm all for it. I love the people -- they're supporting Scottie; that's great. You want golf to have an atmosphere in my opinion. I grew up watching football. I'm paid so much money to be out there in front of those crowds, having them chanting at you every week, it's great feeling.
"However, there's no better feeling than coming out on top against that. There isn't a better feeling."
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MDP retweetledi

Larry Ellison just asked the one question no journalist on Earth can answer.
A Wall Street Journal writer told Ellison to his face that Elon Musk doesn’t know what he’s doing.
Ellison didn’t argue. Didn’t get emotional. He just asked a question.
Ellison: “This guy is landing rockets on robot drone rafts in the ocean, and you’re saying he doesn’t know what he’s doing. You ever land a rocket?”
One question. No recovery.
Ellison: “Who are you? Why should I believe you as opposed to my friend Elon?”
This is the question the entire media class has been dodging for a decade. Who are you to judge? What have you built? What have you shipped? What problem have you solved that didn’t involve a keyboard and a deadline?
Ellison: “You’re there in front of your Apple Macintosh typing up an article saying Elon’s an idiot.”
They sit behind a laptop they did not engineer. Using a network they did not build. Running on silicon they cannot explain. To tell the world that the man sending humans to space doesn’t know what he’s doing.
They have never built anything heavier than a Word document.
And they publish it with absolute certainty.
That’s the part that should disturb you. Not the criticism. The confidence behind it. The total absence of self-awareness it takes to judge disciplines you wouldn’t last a single semester in.
Musk does not operate in opinion. He operates in the physical layer of the universe where the math closes or the rocket does not come home.
His critics operate in a text editor.
He built the vehicle that carries NASA astronauts to the International Space Station. The satellite constellation delivering internet to active war zones. The EV that forced every automaker on Earth to abandon their combustion roadmap.
His loudest critics built a byline.
So why the coordinated hatred?
Because they lost the leash.
The attacks didn’t escalate because Musk got worse at engineering. They escalated because he bought X. He cracked open the algorithm. He handed the public square back to the people. And he shattered their ability to control what you’re allowed to think.
They don’t hate the engineer.
They hate that the engineer took their monopoly.
You cannot cancel a rocket. You cannot publish a hit piece on gravity. You cannot edit the laws of physics.
They own the syntax.
He owns the physics.
One of them is going to Mars.
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Just spoke with dozens of European VCs
They all agreed: AI is over
No one is putting money into AI startups anymore
OpenAI is likely going bankrupt
I asked what the next big thing is
They all answered in unison:
Regulation.
And the hot spot for the best regulations?
Europe.
Meanwhile, America is getting left behind
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@Chicago_Goofies No one goes there anymore, it’s too crowded. Yogi Berra
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The chain pop-up bagels opened a new location in the Lincoln Park neighborhood, and this is what the line looked like this morning. People waited in line for hours just to get a bagel. They must be some really good bagels for people to wait in line for hours. I personally wouldn’t do it, but to each their own.
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It’s good news that the Strait of Hormuz has now reopened.
This must be a long lasting and workable solution, without tolls or restrictions on routes.
Today we announced our joint plan with France and other international partners to protect freedom of navigation.
We need to see a return to peace and stability, and a permanent ceasefire.
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