Darby Linkler

14.1K posts

Darby Linkler banner
Darby Linkler

Darby Linkler

@DLinkler

Farmer, Father, Husband, Proud Centrist, Skeptic, cautiously optimistic, and a little pissed off. PM enthusiast, armchair geopolitical analyst.

Oregon, USA Entrou em Kasım 2018
268 Seguindo242 Seguidores
Darby Linkler
Darby Linkler@DLinkler·
@davidsenra @elonmusk @SpaceX Shocking, ultra and shocking competence? Bullshit. I don’t buy it. In my experience, those people don’t exist any more. Maybe in some weird autistic way, but they need managers, to guide their competence. So no, Mark. I call bullshit on this outburst.
English
1
1
1
319
David Senra
David Senra@davidsenra·
SpaceX's shocking competence: "Somebody I know once worked for @SpaceX and they were asked what it was like, and he said, "It's like being dropped into a zone of shocking competence." Everybody is ultra competent. And the reason everybody's ultra competent is because if they're not, Elon sniffs it out and fires them. Elon's talking to the people actually doing the work. At this point having done this for 25 years he can sniff this out really quickly. The best engineers in the world want to work for him because he's the one CEO who's able to work with them as a peer on whatever the technology is. What would be better as an engineer than being able to design a rocket with @elonmusk as your engineering partner?"
David Senra@davidsenra

My conversation with Marc Andreessen (@pmarca), co-founder of @a16z and Netscape. 0:00 Caffeine Heart Scare 0:56 Zero Introspection Mindset 3:24 Psychedelics and Founders 4:54 Motivation Beyond Happiness 7:18 Tech as Progress Engine 10:27 Founders Versus Managers 20:01 HP Intel Founder Legacy 21:32 Why Start the Firm 24:14 Venture Barbell Theory 28:57 JP Morgan Boutique Banking 30:02 Religion Split Wall Street 30:41 Barbell of Banking 31:42 Allen & Company Model 33:16 Planning the VC Firm 33:45 CAA Playbook Lessons 36:49 First Principles vs. Status Quo 39:03 Scaling Venture Capital 40:37 Private Equity and Mad Men 42:52 Valley Shifts to Full Stack 45:59 Meeting Jim Clark 48:53 Founder vs. Manager at SGI 54:20 Recruiting Dinner Story 56:58 Starting the Next Company 57:57 Nintendo Online Gamble 58:33 Building Mosaic Browser 59:45 NSFnet Commercial Ban 1:01:28 Eternal September Shift 1:03:11 Spam and Web Controversy 1:04:49 Mosaic Tech Support Flood 1:07:49 Netscape Business Model 1:09:05 Early Internet Skepticism 1:11:15 Moral Panic Pattern 1:13:08 Bicycle Face Story 1:14:48 Music Panic Examples 1:18:12 Lessons from Jim Clark 1:19:36 Clark Versus Barksdale 1:21:22 Tesla Versus Edison 1:23:00 Edison Digression Setup 1:23:13 AI Forecasting Myths 1:23:43 Edison Phonograph Lesson 1:25:11 Netscape Two Jims 1:29:11 Bottling Innovation 1:31:44 Elon Management Code 1:32:24 IBM Big Gray Cloud 1:37:12 Engineer First Truth 1:38:28 Bottlenecks and Speed 1:42:46 Milli Elon Metric 1:47:20 Starlink Side Project 1:49:10 Closing Includes paid partnerships.

English
277
1.3K
7.7K
1.4M
Darby Linkler
Darby Linkler@DLinkler·
Traveled far outside of my comfort zone recently. Had a good set list for the trip, and wouldn’t you know it, cake captured the moment perfectly. RIP uncle. 👊🏼 youtu.be/D40ecd25KdM?si…
YouTube video
YouTube
English
0
0
1
29
Darby Linkler retweetou
Tarik Cyril Amar
Tarik Cyril Amar@TarikCyrilAmar·
"After the inimitable practice of America’s war idiot-in-chief Don Tzu of Hormuz, Alex and his Palantir friends are giving us their I Ching of the tech dim. Lucky us: So much American primacy and then we get Silicon Valley meta, too!"
Tarik Cyril Amar tweet media
English
2
10
33
816
Darby Linkler retweetou
Tarik Cyril Amar
Tarik Cyril Amar@TarikCyrilAmar·
"There are passages that read like young Jordan Peterson – age 15 and on too much Diet Coke – trying to be deep, really, really deep for the first time." rt.com/news/638992-pa…
English
0
6
16
576
Darby Linkler
Darby Linkler@DLinkler·
@pmarca I don’t know, gilligan was a geek, but young and feral, I bet those two hotties taught him a thing or two…
English
0
0
0
75
Kim Dotcom
Kim Dotcom@KimDotcom·
A Russian soldier survived a brutal encounter with two drones and made it out alive!
English
305
843
8.2K
401.1K
Marc Andreessen 🇺🇸
Do the various censorship/debanking pressure groups, SPLC and others, coordinate their work? If one of them is breaking the law, are they all breaking the law together? Are there grounds for criminal conspiracy charges? RICO charges? Including complicit donors?
English
667
2K
13.4K
24.9M
Sheel Mohnot
Sheel Mohnot@pitdesi·
Sheel Mohnot tweet media
Rapid Response 47@RapidResponse47

.@POTUS on Spirit Airlines: "I think we just buy it. We'd be getting it virtually debt-free. They have some good aircraft, good assets — and when the price of oil goes down, we'll sell it for a profit. I'd love to be able to save those jobs... I like having a lot of airlines so it's competitive."

ZXX
65
838
6.8K
321.5K
Darby Linkler
Darby Linkler@DLinkler·
@pmarca „the source of truth“ haaa😂 A gamblers last refrain.
English
1
0
0
27
Marc Andreessen 🇺🇸
Prediction markets certainly should trump polls virtually 100% of the time. Polls suffer from a variety of well-known biases and dysfunctions; prediction markets incent truth seeking via skin in the game.
Andy Hall@ahall_research

In the clip economy, prediction markets are replacing polls as the source of truth. My new research with @PairieK: TikTok and YouTube videos about politics now cite prediction markets more than polls. To "monitor the situation" we need real-time info on many topics. Prediction markets have the speed and breadth for up-to-the-minute clipping for social media---polls don't. What will this mean for our information environment? We should design prediction markets to be the most reliable information source for political events we can. That's what we've been working on, and we'll be releasing the latest version of our Bellwether system this coming week. You can check out the full post on our new research on prediction markets and the clip economy below.

English
102
77
798
109.4K
Darby Linkler retweetou
Peter Girnus 🦅
Peter Girnus 🦅@gothburz·
I have three monitors on my desk. The left one shows the order book. The middle one shows Truth Social. The right one shows the investigation queue. On April 21st, the left screen moved first. I am a Senior Surveillance Analyst at a commodities exchange. I have held this position for nineteen years. My job is to monitor trading activity for suspicious patterns and generate compliance reports. I am employee of the quarter. I have a mug. At 19:54 GMT on April 21st, someone placed 4,260 sell orders on Brent crude futures. They did this during post-settlement. The window after the market closes when daily volume is typically in the dozens. Sometimes single digits. Sometimes I watch the screen and nothing happens for forty minutes and I think about whether my daughter is happy. On April 21st, someone placed $430 million in directional bets in 120 seconds during that window. One hundred and twenty seconds. I timed it on my watch because the system clock rounds to the nearest minute and I have found, in nineteen years, that precision matters to no one but me. At 20:10 GMT, the President posted on Truth Social that he was extending the Iran ceasefire. Brent dropped from $100.91 to $96.83. I flagged the trade. I flag a lot of trades. I want to tell you what happens to my flags. My flags go into a system called TRACE. Trade Review and Compliance Evaluation. I did not name it. The system generates a report. The report goes to a committee. The committee has a name I am not allowed to share but I can tell you it meets quarterly and the conference room has a credenza with bottled water that is sparkling because someone once put still water in the room and a managing director sent an email about it that was longer than most of my surveillance reports. The committee reviews my flags. The committee has reviewed all of my flags. Here is the complete record of actions taken on my flags in 2026: Reviewed. That's it. "Reviewed" is a status. In compliance, a status is the absence of an action that has been given a name so it looks like one. Let me show you my flags. March 9th. Someone bet millions on oil falling at 18:29 GMT. Forty-seven minutes later, a CBS reporter posted that the President said the Iran war was "very complete, pretty much." Oil dropped 25%. Forty-seven minutes. I flagged it. March 23rd. Someone sold 5,100 lots of Brent and WTI crude futures between 10:49 and 10:50 GMT. Fourteen minutes later, the President posted on Truth Social about a "COMPLETE AND TOTAL RESOLUTION" to hostilities. Oil dropped 11%. Over 13,000 contracts traded in sixty seconds after the post. Fourteen minutes. I flagged it. April 7th. Someone established a $950 million short position in oil futures at 19:45 GMT. Three hours later, the President declared a two-week ceasefire. Nine hundred and fifty million dollars. I flagged it. April 17th. Someone placed $760 million in bearish bets twenty minutes before Iran's foreign minister confirmed the Strait of Hormuz would reopen. Seven hundred and sixty million. I flagged it. April 21st. The $430 million. Fifteen minutes. I flagged it. That is $2.1 billion in directional oil bets in April alone. Every one of them landed on the correct side of a presidential announcement. Every one of them was placed in a window so narrow you could measure it in bathroom breaks. I flagged every single one. The CFTC chair told a Congressional committee that his organization has "zero tolerance" for fraud and insider trading. I wrote that quote on a Post-it note and stuck it to my right monitor. The one that shows the investigation queue. The investigation queue has not moved since March. Zero tolerance. Zero staff. Zero budget. Zero prosecutions under the STOCK Act since it was signed in 2012. Fourteen years. The law has existed for fourteen years and has been enforced zero times. In compliance, we call that a compliance rate of one hundred percent. No cases filed means no cases lost. You cannot fail an audit you never conduct. We call that excellence. Last month the White House sent an internal email to staff. I was not on the distribution list but I have read reporting on it and I need you to sit with what I am about to say. The email instructed White House staff not to use insider information to place bets on prediction markets. The White House had to send a memo telling its own employees not to insider-trade. I want you to read that sentence again. Not because the instruction was unclear. Because the instruction was necessary. Because someone in the building looked at the same pattern I have been flagging for months on my three monitors and decided the appropriate response was an email. The President's son sits on the advisory board of Kalshi. He is an investor in Polymarket. Both are prediction markets. Both saw accounts created days before U.S. military action. One account. I cannot stop thinking about this account. It was called "Burdensome-Mix." It was created in December. On January 2nd, it placed $32,500 on Venezuela's president being removed from power. On January 3rd, Maduro was seized by U.S. special forces. Burdensome-Mix collected $436,000. Then it changed its username. Then it disappeared. One account is a coincidence. But there were six. Six accounts were created on Polymarket in February. All bet on U.S. strikes on Iran by the 28th. When the President confirmed the strikes, the six accounts collected $1.2 million between them. Five of the six never placed another bet. The sixth went on to correctly predict the ceasefire date and made another $163,000. My surveillance system logged all of this. My system logs everything. My system does not have opinions and neither do I. I generate reports. The reports go to committees. The committees meet quarterly. Between meetings, the windows get shorter and the bets get larger. March 9th: 47 minutes. March 23rd: 14 minutes. April 17th: 20 minutes. April 21st: 15 minutes. The window is compressing. In March, you had time to make coffee between the trade and the announcement. By April, you had time to send a text. By summer, at this rate, the trade and the announcement will be the same event. The spokesman said any implication that administration officials are engaged in insider trading is "baseless and irresponsible reporting." Then the White House sent the email again. I have been in compliance for nineteen years. I have seen insider trading run out of strip mall offices by men who could not spell "derivative." I have seen pump-and-dump schemes coordinated over WhatsApp by people who used their real names. I have seen a man try to manipulate soybean futures from a Panera Bread. I have never seen $2.1 billion in perfectly timed trades across five presidential announcements in a single month go uninvestigated. But I have also never seen a compliance system work this beautifully. Every trade flagged. Every report filed. Every committee briefed. Every quarterly meeting attended. Bottled water: sparkling. Minutes: distributed. Zero prosecutions. As long as the flags go up and the cases don't, my performance review says I am meeting expectations. I am meeting expectations. The system is meeting expectations. The $2.1 billion is meeting expectations. The fourteen-year-old law with zero prosecutions is meeting expectations. The left screen moves. The middle screen moves. The right screen stays perfectly, immaculately still. In my field, we call this price discovery.
English
1K
13.1K
30.4K
1.9M
Benjamin Netanyahu - בנימין נתניהו
As the Jewish state, Israel cherishes and upholds the Jewish values of tolerance and mutual respect between Jews and worshippers of all faiths. All religions flourish in our land and we view members of all faiths as equals in building our society and region. Yesterday, like the overwhelming majority of Israelis, I was stunned and saddened to learn that an IDF soldier damaged a Catholic religious icon in southern Lebanon. I condemn the act in the strongest terms. Military authorities are conducting a criminal probe of the matter and will take appropriately harsh disciplinary action against the offender. While Christians are being slaughtered in Syria and Lebanon by Muslims, the Christian population in Israel thrives unlike elsewhere in the Middle East. Israel is the only country in the region that the Christian population and standard of living is growing. Israel is the only place in the Middle East that adheres to freedom of worship for all. We express regret for the incident and for any hurt this has caused to believers in Lebanon and around the world.
English
10.5K
3.2K
22.1K
3.6M
Darby Linkler
Darby Linkler@DLinkler·
@ChantaleBerger3 wtf did they give him? The vomiting Could be pain meds, or it could be undiagnosed concussion, which is far more serious, either way get him off the drugs and check to see if there is brain inflammation, stat!
English
3
1
1
46
Darby Linkler
Darby Linkler@DLinkler·
@NWSPortland So today was the day, the next three days, high clouds, unusually warm, bad air. Got it. 👊🏼
English
0
0
0
20
NWS Portland
NWS Portland@NWSPortland·
@DLinkler We'll have some high clouds tomorrow with occasional cloud breaks, but these clouds will be thin enough for solar radiation from the sun to pass through and warm up the area! Not an entirely blue sky day, but we could at least see some sun.
English
1
0
0
53
NWS Portland
NWS Portland@NWSPortland·
☀️ Enjoying today's warm temperatures? Well, you're in luck! Tomorrow (Sunday) will be another warm day with highs in the 70s for interior valleys & 60s along the coast. There is also a 30-50% chance that temps exceed 80 degrees in the Portland/Vancouver Metro Area! #ORwx #WAwx
NWS Portland tweet media
English
2
8
41
4.9K
Darby Linkler
Darby Linkler@DLinkler·
This platform is losing it’s mind…😳🔥
English
0
0
0
6