Troy

@deedydas As someone who fired and then struggled with purpose, ya this tweet is spot on

The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation). Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there. Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI. As a result, 1. The corporate ladder looks like the wrong building to climb. Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more. 2. There’s a deep malaise about work (and its future). Why even work at all for “peanuts”? Will my job even exist in a few years? Many feel helpless. You hear the “permanent underclass” conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire" 3. The mid to late middle managers feel paralyzed. Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies. 4. The rich aren’t particularly happy either. No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money." I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here. Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success". Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.

@CedYoungelman @_BitcoinMatrix @_BitcoinCenter I’m in this image and I don’t like it

He’s fully allocated to Bitcoin? Pump every asset on earth to record highs except his bags.

@CoachDanGo I like the bose quiet comfort ones, very good noise cancellation and good sound.

Question for my gym bros: What’s the best pair of workout ear buds on the planet?

@IISwitchII It’s time

Not tweeting until the Mariners are over .500

@InvincibleHQ Absolutely incredible show, comic series, well done Kirkman and team

No new episode this week, so how about an everything we can tell you about Season 5 post

@TridentTrue Miller takes his place, move Castillo to long relief.

I truly don’t know where the Mariners go from here if Castillo can’t figure it out. There’s almost no option but to pitch him based on his current contract. He’s got about $73M left if his 2028 options vests.

@MLBONFAX @StephenKing @Epic_Tweets31 His novels almost always contain baseball references try to keep up

@StephenKing @Epic_Tweets31 No one follows you for sports advice. Stick to writting movies.

Instead of firing Alex Cora, the Red Sox might consider firing the team.

@tszzl @imjmcinnis @xriskology Just for the sake of argument couldn’t you say the same for building a nuke? Building a nerve gas that paralyzes everyone? Just because you can doesn’t mean you should

@imjmcinnis @xriskology think it through. nature has greater designs than men. the fact that deep learning exists in the substrate means that someone is going to build it both because the nature of Men as makers of tools and makers of war. might as well be you

Who asked for this? Why do "fuckers" like roon (quoting Altman) get to unilaterally decide when and how to build this technology?

NAYLZ WALKS IT OFFFFF!!!

First pitch for tomorrow’s series finale is at 1:10 p.m.

@AJamesMcCarthy Incredible stuff

I never get tired of watching the movement of our sun. Captured using a modified telescope from my backyard

@jimmydean197 I wonder how common that is to have multiple foreclosures on the same property

This foreclosure in Redmond, OR sold in December of 2016 for $270k. It just sold as a foreclosure for $350k.

movies are super mid right now. but we are actually in one of the golden ages of tv

@BobLoukas It’s sad that the movie didn’t even approach the book. Thought the Martian did a much better job in that regard

Watched Project Hail Mary. Thought it was average, at best. So many holes couldn’t come close to enjoying. Anybody comparing this to Interstellar needs their head checked.

@BobLoukas Great vid, appreciate the long term unbiased view and level headed thinking.

The latest Bitcoin 4 Year Cycle Video. Not Done Yet youtu.be/fk1dkrGUar4?si… If you enjoy the content, a retweet is appreciated.

"To get your oil, you must answer my riddles three." 🗨️🧌

@GrahamStephan Congrats on realizing your time and money was better spent elsewhere. I made a similar decision with my rental properties, very glad to have money in things that are liquid and free up my time to focus on other things.

I’ve spent a decade telling people to do what I do: "Buy and Hold." Now I've decided to list my entire real estate portfolio for sale and walk away. It started slow. The bills, the maintenance, the tax increases... but the final straw was when I tried to develop an ADU to do exactly what the city of LA claims it wants investors like me to do: Create more housing. You'd think they'd make it easier, but after two delayed inspections, a sewer pipe replacement that needed 75 days advance notice, and a city-owned tree that became my responsibility, I'd had enough. The identity of being a real-estate guy is very hard to walk away from, trust me. For a long time, I stayed just because real estate was my "thing." It’s how I started. It’s what I’m known for. It led to every good thing in my life. But that blinded me to the fact that just because something served me in the past, it doesn't mean things haven't changed in the present. The reality of 2026 finally stripped the emotion away. My LA rentals are netting about 4-5% after the constant background noise of taxes, insurance spikes, and repairs. Meanwhile, a risk-free Treasury pays 5%. The trade-off just doesn't make sense any more. I’m reallocating to a liquid portfolio that actually lets me focus on the work I love. I published a deep dive on my Substack about the ADU nightmare that broke my patience, the exact numbers behind the exit, and where I’m moving the money next to buy back my sanity. I'll drop the link here in a bit.

@nikitabier This would be cool please do

Crypto has had a rough year. Maybe we should launch something to fix it.

@KobeissiLetter @Rory_Johnston with this and the Saudi pipeline do you think the supply could hit equilibrium again?

US crude oil exports are skyrocketing: US Gulf Coast crude exports are on track to average a record 4.90 million barrels a day in April based on current loadings. That would be up +23%, or +930,000 barrels per day since March, and up +30%, or +1.12 million barrels per day since February. At the current pace, May exports will exceed 5.0 million barrels a day for the first time in history. This comes as Asian buyers are securing US cargoes to offset the loss of Middle Eastern supply while flows from the Strait of Hormuz remain significantly limited. For May alone, 28 supertankers are already lined up to carry US crude, compared to 5 typically booked at this point in a month. Global demand for American oil has never been higher.

@GertvanLagen Weapons grade hopium

$BTC bounces from the channel floor, 2018 est. A final blow-off would target the upper trend line, so the target rises over time. A final blow-off would be the (5)th wave of extended wave ⑤. Invalidation this particular EW-count: ⑤-(4) < ⑤-(1).