Sabitlenmiş Tweet
BV Innovations Announces 1-Terawatt Energy & AI Factory Initiative to Address America’s Power and National Security Gap world.einnews.com/article/890545… via @ein_news
English
Bo Vargas
2K posts
Bo Vargas
@vargasbo
Inventor & builder in AI, medicine, minerals, finance, and energy. Ex–cyber warfare architect. Stewarding Capital through my family office. @mxtktoken founder
Austin, TX Katılım Ağustos 2008
1.5K Takip Edilen594 Takipçiler
@sourceryy @Lead_Bank @jackiereses Jackie calls ‘debanking’ a crock of shit… then minutes later admits banks technically did drop clients for those exact reasons. 🤦🏻♂️
English
"I don't believe there was debanking. I think it's a crock of shit. An absolute crock of shit."
— @Lead_Bank CEO @jackiereses
"There's 5,000 banks in the United States. We have a lot of red states. Are you telling me that in lots of red states, including where my company is headquartered, Kansas City, Missouri—those banks were not willing to bank, for example, conservative companies?"
"What debanking actually means is that banks transitioned out of offering crypto products or risky products like adult entertainment or something like that."
"That's legit. That happened to lots of companies. But that is not systematically debanking. That's choosing not to invest in the industry."
"There might be cases where a bank decides to not include executives in a particular industry, or they choose they don't want the risk associated with something. That is their prerogative, and banks can make decisions based on their own reputational risk."
"Thankfully, you have 50 states and 5,000 banks, and there are plenty of people who would take a pro and con of each side of those judgments, and be able to offer services to many of those people who say they were excluded from the banking system."
Molly O’Shea@MollySOShea
BREAKING: Inside Lead Bank - $56M Investment Now Worth $1.5 BILLION Jackie Reses is on an iconic run. @Lead_Bank is the $1.5B tech-first bank powering Stripe, Walmart, Ramp, Affirm & Revolut Backed by Andreessen Horowitz, Coatue, Greycroft, ICONIQ, Khosla Ventures, Ribbit Capital, Zeev Partners, plus Larry Fink, Rob Goldstein & Larry Summers personally. CEO & Co-Founder Jackie Reses (@jackiereses) We cover: - Sitting on Alibaba's board with Jack Ma, Joe Tsai + Masayoshi Son "Masa would come in & be like, 'Yes, it shall be blessed.'" - Taking an HR role at Yahoo, then turning it into Chief Development Officer - Jack Dorsey: "He'll sit in meetings & not say a word. There's real wisdom in his ability to 'just zip it.' " - Why she's skeptical of the de-banking narrative - Building Lead to $280M in revenue with no sales team 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Jackie Reses, CEO of Lead Bank (01:06) The swiss army knife of Silicon Valley (02:46) Inside the Alibaba boardroom with Jack Ma and Masa (05:23) Being one of the only Americans on Alibaba’s board (10:29) What Jack Ma and Masayoshi Son are really like (12:32) The biggest lessons Jackie learned from Alibaba (15:12) From Goldman Sachs to Silicon Valley (17:44) Why Yahoo hired a PE investor to run HR (22:53) Yahoo was a hot mess (25:33) The deal that recovered billions for Yahoo (26:31) How Jack Dorsey recruited Jackie to Square (29:53) Three engineers, three days, one crypto platform (33:51) What Jack Dorsey is really like (36:13) Being Jack Dorsey’s HR lead during Twitter chaos (40:03) How to spot real innovation vs hype (42:21) Why debanking is a myth (48:10) Why buy a 100 year old bank (51:23) Growing a bank with no sales team (54:11) The APIs powering the future of finance (56:03) How AI is transforming banking (57:07) The JD Vance connection (58:39) What it feels like inside the White House (01:02:53) The biggest misconception about government (01:04:21) Why Lead Bank’s culture feels different (01:05:35) The next chapter for Lead Bank
English
@ThierryBorgeat @zerohedge $7/hr was crazy. Getting back to normal.
English
The price to rent an Nvidia H200 just collapsed from $7/hr to $4/hr in three weeks.
A -40% drop in the cost of the single most strategic asset in tech.
When the underlying commodity that powers your entire thesis loses 40% of its value in a month, that usually means one of two things: supply finally caught up, or demand was never as deep as the headlines said.
Either way, somebody is selling.
So why is the AI trade still pricing in scarcity?
Thierry from arvy 🇨🇭@ThierryBorgeat
🚨 The AI ROI numbers are starting to look very ugly. Even under "best case" assumptions — assuming zero costs, just revenue against capex — the Financial Times calculated the implied return on hyperscaler AI investment from 2025 to 2030. Only one of them clears positive. Implied return on AI investment (FT / Panmure Liberum) – Microsoft: -9.2% – Alphabet: -15.7% – Amazon: +7.2% – Meta: -28.8% – Oracle: -35.6% And remember: that's assuming zero costs. In reality, GPUs depreciate, power bills run, salaries get paid. The real returns are worse. This is exactly why the dot-com comparison keeps coming up. Incredible technology does not automatically mean sustainable economics. The internet survived. Most internet companies didn't. Two anecdotes from this week alone Vivek Garipalli, Fortune 20 insider: a CEO asked for $1B in AI-driven opex savings this year. The team spent $200M on tokens chasing it. The results? Modest customer service savings and slightly less hiring in engineering. The CEO has now ordered token costs to be dramatically slashed because the ROI isn't there. Axios: an AI consultant reported a single client spent half a billion dollars in one month after forgetting to put usage limits on Claude licenses for employees. Right now hyperscalers are spending trillions hoping future demand catches up to present capex. That's not certainty. That's a leveraged bet. The technology is real. The infrastructure buildout is real. The eventual winners will be real. But "AI is transformative" and "every hyperscaler will earn its capex back" are two completely different statements. In 2000, the internet was real too. Cisco has recovered. After 26 years…
English
@JeffBezos @TomVargheseJr At least it went out in style. That was impressive
English
All personnel are accounted for and safe. It’s too early to know the root cause but we’re already working to find it. Very rough day, but we’ll rebuild whatever needs rebuilding and get back to flying. It’s worth it.
English
@profstonge Zuck waiting on wife permission to hang out with Trump. 🤣🤣
English
Jeff Bezos goes full Elon, arguing to slash government while ending taxes for everybody under $75,000.
It’s nice to see billionaires realize the communists are not their friends.
And considering Elon's done more than our GOP Congress, having another ally would be nice.
English
Bo Vargas retweetledi
For too long, the SEC was at odds with new technology and innovation, pushing entrepreneurs offshore.
That era is over.
Under President Trump’s leadership, and alongside colleagues across the Admin and Congress, we are delivering much needed clarity to digital asset markets.
English
@colinjfleming @OpenAI @thsottiaux @sama @gdb @dhdresser @DaneVahey @jasonkwon You would think it would be an CMO Ai Agent. 🤷🏻
English
I’m joining @OpenAI as Chief Marketing Officer, Business.
Some companies build great products. A few change what people believe is possible.
OpenAI is one of them.
Lots to learn. Lots to build. Sleeves rolled up. @thsottiaux @sama @gdb @dhdresser @DaneVahey @jasonkwon
Trishla Ostwal@trishlaostwal
This just in: OpenAI taps ServiceNow's chief marketing officer Colin Fleming as CMO for its business unit adweek.com/media/openai-h…
English
Retatrutide phase 3 obesity trial just came out and the results are genuinely insane:
- 28.3% bodyweight lost on 12mg over 80 weeks
- 70.3 pounds on avg. or 31.9 kg
- 45.3% of patients hit 30%+ weight loss (this is bariatric surgery territory)
- 30.3% weight loss (85 lbs) at 104 weeks in higher-BMI patients
- 65.3% of 12mg patients dropped below the obesity BMI threshold
- 19% loss on 4mg over 80 weeks (47.2 lbs) with fewer dropouts than placebo (4.1% vs 4.9%)
- significant drops in blood pressure, triglycerides, non-HDL cholesterol, waist circumference, and hsCRP
- no cardiac or liver signals
Retatrutide is going to completely overshadow tirzepatide and semaglutide, and take the throne as the best-selling drug of all time.
English
Bo Vargas retweetledi
BREAKING: The SEC is set to release its so-called "innovation exemption" for tokenized stocks which will pave the path for trading digital versions of securities, per Bloomberg.
Details include:
1. In a "surprise move," the SEC is leaning toward allowing the trading of tokenized assets
2. These tokenized assets would be tradeable on decentralized crypto platforms
3. The move could "reshape the landscape of the American stock market"
4. This would also be one of the US' biggest shifts into crypto infrastructure yet
Tokenized assets are rapidly expanding.
English
This will move GDP UP by 1.5%+ once enacted into Law.
U.S. Senate Banking Committee GOP@BankingGOP
Today, Chairman @SenatorTimScott led Banking Committee Republicans and Democrats in a historic bipartisan markup to advance to Clarity Act, legislation that will establish clear rules of the road for digital assets.
English
Austin's police chief and mayor say that if Austin had license plate readers it could have helped with today's manhunt and shootings
This incident is going to re-open that debate , recently some city council members have been fighting hard against this type of surveillance tech
English
At scale we can expect .75 a mile hard costs based on a $40,000 car being insured, cleaned, maintained, charged and monitored
They will do 25 rides a day
5-6 mile ride average means it will cost $4-5 for a provider to give a ride
Predict the will be offered at ~$10 so then have a 50% margin, or ~2-3x the cost of public transit
Consumption will go through the roof at these prices… 1% ride sharing will turn into 30% in a decade or two.
It’s going to be a $10t+ market
English
Waymo is now the same price, or more, than Uber Black and Lyft Black! 🤯
This seems especially pronounced during peak times like Saturday night at 7 pm. Remember, waymo has a fixed fleet so all they can do is raise prices to lower demand.
Uber can raise prices which lowers demand but also entices more drivers/supply onto the road. Hence the better price and eta during peak times.
What would you do in this situation? Lyft black and save $5 or waymo?
English
Those players you mention already have full stacks themselves and Uber has already "paved" the road. You're more likely to have an AI agent recreate "Uber" with all these players in the background. It's like OpenRouter; but for cars...OpenCar --> My Agent send request to OpenCar and all these other players fulfill on backend.
English
Uber is going to be bought by Google/Waymo, Amazon or Tesla/SpaceX in the next year.
For a “buy it now” price of $250b, one of those three companies gets a $12b a year free cash flow machine with $70b in revenue — and hundreds of millions of global customers
This is the most obvious M&A deal since Instagram, Android and YouTube transformed Meta and Google
Discuss
English
@EndWokeness I wonder if they'r going to have a white LGBTQ+ 'they' play Pres. Obama in his biopic. 🤣🤣
English
In order to compete at the Oscars for Best Picture, all films must follow a mandated "diversity quota"
This explains a lot of recent castings:
English
US Inflation scenarios amid Hormuz closure + greedflation:
Best: Strait reopens soon → 2026 ends 2.5-3%, 2027 at 2-2.5%. Demand destruction wins.
Middle: 2026 ends 4-4.8%, 2027 2.8-3.5%. Sticky food/transport.
Worst: Drags into ’27 + corps pad margins → 6-8.5%+ end-2026, 4.5-7% 2027. Defaults spike but wages push back.
Fed: Hold 3.5-3.75% now. Hikes only in worst case. Supply shock + consumer pain = messy. Data incoming. #Inflation #Oil #Economy
English
Another example why Unions are terrible.
Wu Blockchain@WuBlockchain
Major US Labor Unions Urge Senate to Reject Crypto Market-Structure Bill Major US labor groups including the AFL-CIO, SEIU, the American Federation of Teachers, the National Education Association, and AFSCME are urging senators to oppose a crypto “rules-of-the-road” market structure bill set for an initial committee vote on Thursday, warning it could expose millions of workers’ retirement accounts and public pensions to crypto volatility and undermine financial stability. x.com/cnbc/status/20…
English
The Fraternal Order of Police, the largest law enforcement organization in the United States with over 382,000 members, is opposing a key provision of the CLARITY Act.
In a letter to Senate Banking Committee Chairman Tim Scott and Ranking Member Elizabeth Warren, FOP National President Patrick Yoes said the organization "strongly opposes" Section 604 of the bill, which would exempt non-controlling developers and providers from being classified as money transmitting businesses.
The FOP argues this change would "strip prosecutors and law enforcement of the statutes used to track and take down criminals using digital assets to commit crimes" and would make it "even easier" for criminal organizations to profit from illegal activity.
This is exactly the provision that matters most for open-source developers. The same section the FOP wants removed is the one that would protect developers from being prosecuted for what their users do with their software. Without it, building privacy tools, non-custodial wallets, or mixing software could make a developer criminally liable under money transmission laws, regardless of whether they ever touched a user's funds.
The FOP says it supports the right to trade digital assets. It just wants to make sure law enforcement keeps the ability to prosecute the people who build the tools those assets move through. That distinction is the entire fight.
English
Back-of-envelope numbers for 1 gigawatt data center:
All-in Capex: ~$50 bn
Enterprise revenue generated: ~$25-30 bn/year
Electricity cost: $1-2 bn/year
~2 year payback.
The boom is real.
English
@DavidSacks @CaitlinLong_ So if one has a 10GW data center; is that linear or log? 🤔
English