one9

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one9

one9

@one9

Austinite living in SF 20+ yrs. Tweet'n since '07. Words/Tweets my own.

San Francisco, CA Entrou em Eylül 2007
1.4K Seguindo844 Seguidores
NBA
NBA@NBA·
15x NBA All-Star. 15x All-NBA. 15x All-Defense. 3x NBA Finals MVP. 2x Kia NBA MVP. 5x NBA Champion. HAPPY 50th BIRTHDAY TO THE BIG FUNDAMENTAL, TIM DUNCAN 🎉
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one9
one9@one9·
@chamath @grok does Chamath have an investments in Solar and/or Battery storage companies?
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Chamath Palihapitiya
President Trump asked the Hyperscalers to sign a Rate Payer Pledge a few months ago. It was a smart and good thing by all parties. That said, electricity prices will keep going up. Why? A Utility has a unique business model that incentivizes them to invest more, each year, to maintain existing capacity as well as build more capacity. Because their profit is capped as a percentage of what they invest each year. For illustrative purposes assume they have a 10% earnings cap on yearly CapEx. Their incentive is to now spend as much CapEx as possible each year. This way, they can apply their 10% to as large of a number as possible. This isn't dissimilar to what happened to healthcare costs post Obamacare when Obama capped the health insurance companies to a 15% margin. They rapidly walked underlying prices up...with no real tie back to quality. Bottom line, as it currently stands, if a utility can justify spending $10B vs $1B, they make more, so they will. We will then be asked to pay more. This is the vicious cycle we are in. One way to get out of it is to move to solar and storage for your home. You break free of this negative loop and become your own mini power utility. You make and use what you need, send the excess back to the grid and oftentimes can be paid to do so. The adoption of solar and storage directly tie to how broken electricity prices are. With no end in sight, the long term future will be a massively distributed energy ecosystem of homes that make their own power, data centers that make their own power, commercial and industrial that make their own power and utilities with far fewer customers than they have today.
Jesse Peltan@JessePeltan

Monopolies will tell you we can’t have competition because we’d duplicate transmission and waste money… …and then they’ll spend 25x what it should cost.

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one9
one9@one9·
@elonmusk Can't wait to use Grok w/Excel for investment modeling. LFG!
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zash☻
zash☻@homeyzash·
Guys what do I put here in the corner?
zash☻ tweet mediazash☻ tweet media
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Palmer Luckey
Palmer Luckey@PalmerLuckey·
This is a massive and growing problem for American national security. Unbelievable amounts of sensitive and classified information is captured, scraped, and sent back to foreign nations. And users have no idea. Nobody expects that their TV or monitor is a surveillance tool. When I have joked that Smart TVs should be illegal, I am only half-joking.
Nav Toor@heynavtoor

Your smart TV is taking screenshots of your screen every 15 seconds. Not a guess. Not a theory. A peer-reviewed study by researchers at UC Davis, UCL, and UC3M tested it. Samsung TVs: every minute. LG TVs: every 15 seconds. Even when you're just using it as a monitor. Here's how to turn it off for every brand:

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one9
one9@one9·
@BernieSanders how many jobs did they create collectively? those jobs put food on the table and support our economy.
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Bernie Sanders
Bernie Sanders@BernieSanders·
If you paid $1 in federal income taxes this year, you paid more than: Walt Disney Citigroup CVS Kohl's Ticketmaster Tesla United Airlines GoDaddy Paypal Palantir Roku HP 3M PG&E Halliburton That’s absurd. We need real and progressive tax reform.
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Steve Lloyd
Steve Lloyd@theslloyd·
@one9 @rohindhar Redfin estimates appear to be lagging. Unclear if it's a pure time lag or if the recent data is just too sparse. Our estimate is currently ~25% lower than three approximately equivalent sales in the neighborhood in the past couple months.
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Rohin Dhar
Rohin Dhar@rohindhar·
If you own a three bedroom, two bath home (condo or house) with parking in a well-located part of San Francisco The value is probably up like $750k in the last 6 months
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Gene Munster
Gene Munster@munster_gene·
$TSLA up 7.4% today, marking its best daily performance in 9 months. I attribute 20% of today’s move to the market (Nasdaq up 1.4%), along with a UBS upgrade earlier today. I believe 80% of the move is related to Elon’s nocturnal post on X announcing the tape out for Hardware 5 is complete. That’s an important update given in the world where cars are computers on wheels, a 5x improvement in chip performance helps unlock FSD and Robotaxi. As a point of reference, AI4 started to ramp in 2023, and my best guess is AI5 comes out in the middle of next year. Elon has not commented on timing.
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one9
one9@one9·
@munster_gene Per Elon’s post m, the AI5 chip is not for the cars.
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one9@one9·
@bgurley I wonder how much of the Austin rent decrease , if any, has to do with the tech scene moving out of Austin and back to SF due to AI?
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one9
one9@one9·
@chamath if not, you get layoffmaxx
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Chamath Palihapitiya
Chamath Palihapitiya@chamath·
Don’t forget to effortmaxx your models so that you can tokenmaxx your work and expensemaxx your OpEx. Have a good week.
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one9
one9@one9·
So good. Every California resident should listen to this.
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one9 retweetou
Sahil Bloom
Sahil Bloom@SahilBloom·
This is my favorite movie scene of all time. Two key lessons: 1. You can read every book ever written, but knowledge means little without real-world experience. 2. Every single person you meet is fighting a battle you know nothing about.
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one9
one9@one9·
@GerberKawasaki Just shows how far ahead of the game Tesla is with their manufacturing.
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Ross Gerber
Ross Gerber@GerberKawasaki·
This sucks VW! All these EV gains and they want to go back to gas guzzlers. As gas reaches new highs. Why would consumers want these crappy gas cars when the ID.4 is a good EV. Another sad development. apple.news/AmmrN97ZWTVijb…
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