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Forrest Cox
16.4K posts
Forrest Cox
@tetsuotrees
at play in the intersection of lifesci and of finance (and trying to not get run over) | opinions = mine
SF CA USA Katılım Nisan 2008
6.7K Takip Edilen998 Takipçiler
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Tesla@Tesla
TERAFAB: the next step to becoming a galactic civilization Together with @SpaceX & @xAI, we're building the largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof. To harness as much power as possible from the Sun, we need to send 100 million tons of solar capture into space – per year. This requires massive scale. – Capability to launch millions of tons of mass into orbit – Solar-powered AI satellites – Millions of @Tesla_Optimus robots to help build it out All of these need chips: 100-200GW of chips for Optimus alone, plus terawatts for solar-powered AI satellites. That's more than all the chip manufacturers in the world combined can provide today, or even by 2030 (based on projected production growth). We're building TERAFAB to close the gap between today’s chip production & the future's demand – a future among the stars terafab.ai
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@MichaelFerro I'd love to see this implemented in a rotational grazing scheme along with active / automated gating and field mapping / planning.
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bullish on cows
- started as a side project while working at rocket lab
- solar powered gps collars for cattle, around 600k have been deployed
- use sound and vibration cues to guide cows (e.g., can schedule cows to show up at the dairy shed at 4:30am)
- proprietary algorithm is called the "cowgorithm"
Bloomberg@business
Peter Thiel’s Founders Fund is backing a company bringing AI to cow herding at a $2 billion valuation bloomberg.com/news/articles/…
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This is true with all non-time-sensitive Agentic use cases I’ve encountered.
Garry Tan@garrytan
It turns out more adversarial code review just results in much better outcomes and fewer bugs in production
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@johnkonrad All of it. Every. Single. Blue. Cent. Went to Democrat Party infrastructure and lifestyle.
The fraud is the point.
The purpose of the thing is what it *does*.
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The proposed community notes and comments from Dems on this are ridiculous but instructive.
The claim is that all the money is being tracked by DOT, and they point to the DOT website or DOT spreadsheets.
The problem is that none of the spreadsheets add up to $2 trillion. So where is the rest of the money?
Now, $800 million of that is from @SecDuffy’s research, which he explains on the Shawn Ryan show.
I trust Duffy, but if you don’t, you still need to explain where the $1.2 trillion went…. Because neither side argues that Mayor Pete was authorized to do that.
The DOT spreadsheet most often linked to shows just under half of that money spent on projects across the nation.
So where’s the other half? The most charitable, unproven explanation for that is that the money is still in the Treasury.
So the most charitable defense of @PeteButtigieg I can find is that Congress gave him a mandate to fix our infrastructure, and he did a half-ass job.
If we are being extremely kind, he still should be arrested. People are dying on those broken roads, and he was criminally negligent… too busy breaking the Hatch Act on late-night TV to spend our money effectively.
But being that charitable makes a lot of assumptions.
You see, those DOT spreadsheets tracking all the money tell us which projects got cash but not how that cash was spent.
They tell us Pete spent billions writing checks. Did those checks end up in the hands of labor unions, the mafia, or corrupt government officials?
IDK, and I don’t want to speculate, but we all know that infrastructure spending is a magnet for organized crime and labor unions. This is well documented. The question is what oversight did Pete provide?
So the fact that Pete wrote checks and that’s marked on a spreadsheet in DOT tells us nothing.
And this is the problem with the left. They think just because the trillions of dollars are marked in a book somewhere, it counts as being legitimately spent.
It’s all gaslighting because if you drive almost anywhere in this nation, you can see with your own eyes that the infrastructure is no better than when Pete was given the cash 5 years ago… and in many cases, worse.
And the situation is WAY worse on the roads I drive on that have signs saying “This was paid for with Bipartisan Infrastructure Act Funds” because those roads have been under construction for YEARS.
You don’t need to be a forensic accountant to know that a construction project contains fraud… the fact that a road or bridge upgrade is taking more time than it took this nation to win the entire Second World War is all the proof you need to know it contains fraud.
Community Notes or no Community Notes, IDC, Mayor Pete should be arrested regardless!
John Ʌ Konrad V@johnkonrad
This is your monthly reminder that congress gave @PeteButtigieg $2 TRILLION to fix infrastructure and nobody knows where the money all went. That’s 135 nuclear aircraft carriers worth of cash. Poof.
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California school district allegedly buried rampant teacher sex abuse for years trib.al/SlpfKVV
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NY is trying to plug a budget hole by retroactively taxing startup exits (by decoupling from QSBS)😔
California did something similar in 2012, but fun fact: it was not for budget reasons.
CA used to offer QSBS tax breaks only if companies did most of their business in California. In 2012, it was ruled unconstitutional because it discriminated against out-of-state businesses.
So instead of fixing it, California repealed its QSBS benefits entirely and applied that change retroactively, clawing back money from people who had exits years earlier.
California’s ecosystem gravity is too strong for a 13.3% state tax difference to overcome, but it does accelerate the relocation calculus for individual founders approaching a liquidity event, I know plenty of people who moved before a liquidity event, and the same is likely to happen in NY.
NY, CA, and WA are all trying their hardest to see who can be the least entrepreneur-friendly.
nihal@nihalmehta
New York is about to make a massive mistake. The NY State Senate is advancing a proposal to decouple from federal QSBS (Section 1202) — the tax provision that lets startup founders exclude gains on qualifying exits. If this passes, founders would owe 10-13% in combined state and city tax on exits that are tax-free at the federal level and in nearly every other major tech state. Even worse: it's retroactive to January 1, 2025. This comes right as the federal government just expanded QSBS benefits and New Jersey moved to full conformity. New York wants to go in the opposite direction. As a seed investor in NYC who has backed hundreds of companies, I can tell you: founders are mobile. If New York becomes one of the most punitive states for startup exits, the best founders will simply build somewhere else — and the jobs, tax revenue, and innovation will follow. NYC has built something special over the last two decades. This proposal puts it all at risk for a short-sighted revenue grab. If you're a founder, investor, or anyone who cares about the NYC tech ecosystem — please sign the TechNYC open letter before Monday below 👇🏾👇🏾👇🏾 Keep building, NYC 🗽
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Like any disease, how you treat will be determined at least in part by the underlying mechanisms, and by how advanced the disease process(es) is (are). These differ substantially between the Parties - so the what and the how also both differ quite substantially. Further, it is simply an enormous problem that the push to 1) recognize that fraud is a problem, and to 2) take corrective action (as opposed to simply redirecting the fraud) is *ENTIRELY* today a feature of a faction of the political right.
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@tetsuotrees @lsferguson I do agree and your points are valid. Does it matter at this point though? Corruption is corruption and fraud is fraud regardless of who it is. There are too many people picking political sides instead of uniting together to defeat the corruption.
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I suspect our entire almost 40 trillion dollar national debt is due to fraud. I actually suspect the amount stolen from us is way higher. We are being robbed blind and absolutely nothing is done about it
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I don’t disagree, but the nature of the fraud differs between the parties, and it matters. The corruption in the GOP is relatively concentrated, and tends to benefit a small group of pols, their staffers, and their families (e.g., the GOP side of USAID). The fraud in the Democrat Party is both the foundation and the superstructure of the Party. Every fraud-laden budget we pass at every level and in every body of government goes substantially toward building and sustaining Party infrastructure, or to paying Democrats what they think they deserve simply for being good Democrats (regardless of whether they have the political mandate to command such rewards contractually). The modern Party *is not possible without the fraud.*
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@lsferguson Both parties are in on the fraud. If they weren't people would be held accountable.
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Important work 👇🧵
David Sacks@DavidSacks
In December, President Trump signed an Executive Order tasking us with the development of a national framework for AI, what he called “One Rulebook.” This was in response to a growing patchwork of 50 different state regulatory regimes that threaten to stifle innovation and jeopardize America’s lead in the AI race. Today we are releasing that framework. It will help parents safeguard their children from online harm, shield communities from higher electric bills, protect our First Amendment rights from AI censorship, and ensure that all Americans benefit from this transformative technology. We look forward to working with our colleagues in Congress to turn the principles we are announcing today into legislation. whitehouse.gov/articles/2026/…
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👇 Seeing this as well - remarkable how wide the gap is.
Sterling Crispin 🕊️@sterlingcrispin
Claude 4.6 is a good programmer but writes insanely severe bugs constantly, it won't catch them all in audits, nor will other claudes You need codex 5.4 auditing every commit 4+ times. If you don't believe me, try it. I have an /auditcodex skill for it github.com/sterlingcrispi…
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@barstoolsports I don’t think Death quite thought this one through…
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X is the best social media app and i will die on this hill
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Old Man yells at claude.
Sen. Bernie Sanders@SenSanders
I spoke to Anthropic’s AI agent Claude about AI collecting massive amounts of personal data and how that information is being used to violate our privacy rights. What an AI agent says about the dangers of AI is shocking and should wake us up.
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Qatar Gas CEO :
We incurred a $20 billion loss at the facility we built for $26 billion two years ago.
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