ofrager

@krassenstein That’s not Melania

BREAKING: Trump lands in Palm Beach to vacation at his resort with billionaires as war rages on and Americans lose their lives in the Middle East.

It's getting very close to the time when everyone living in the world will buy a robot to take care of their home... These will be as essential in the next generation as cars are now. These are made in China: The Unitree G1.

linkedin.com/posts/owenfrag…? #DomainNames

Check out my latest article: When Outreach Stops Working, Something Has to Change linkedin.com/pulse/when-out… via @LinkedIn #DomainInvesting #DomainNames #OutboundSales #BrandVoice

@Vegasnem @thewernickfiles @smalls2672 Really..

@thewernickfiles @smalls2672 Sure dude

Debts canceled by pardons

MY FRIEND APPLIED TO 47 JOBS. ZERO RESPONSES. ZERO INTERVIEWS. Then I uploaded his resume to ChatGPT and received 11 responses in 9 days. Here are the 7 prompts that made it possible:

@fin1drful @DefiyantlyFree Covid

@EricLDaugh Staged. I ts just an act

🚨 BREAKING: On the SPOT, President Trump got Saudi Arabia to nearly DOUBLE their $600 billion investment in the USA to $1 TRILLION DOLLARS. WOW! TRUMP: “So you’re saying to me that $600B will be $1T?!” CROWN PRINCE: “DEFINITELY! […] It’s the hottest country on the planet!” 🔥 🇺🇸 Best President ever.

@5Strat @SecScottBessent Inflation under but den was caused BY Trump's tariffs

@SecScottBessent I am encouraged to see you acknowledging that the inflation introduced by the Biden Administration still exists (mainly in the blue states due to blatant outright gouging to make Trump look bad). You can't solve a problem till you admit it still exists.

Our Administration inherited a terrible inflation crisis, and we are working every day to turn it around. Energy prices are falling and interest rates are coming down. But what will truly make a difference is real purchasing power rising because of this Administration’s pro-growth policies. Thanks to President Trump’s tax cuts for working families, taxpayers will see major refunds in early 2026 and higher take-home pay as withholding adjusts. As inflation moves down and real incomes accelerate, everyday Americans are going to feel the difference.

Thomas Massie breaks down how Jeffrey Epstein built a system designed to trap underage girls and shut them up. He says Epstein would lure girls as young as 14 with quick-cash “massage” offers, only for it to turn sexual, and then he’d use shame and fear to keep them coming back on command. Girls were pushed into recruiting another girl just to escape the abuse, locking them into a cycle that left them feeling guilty, responsible, and scared to ever speak. Once they hit the age of consent, Epstein handed them off to powerful, wealthy men, who could bury police reports, buy off judges, or pay families to keep quiet. And today, those same men can destroy anyone who speaks out with defamation lawsuits designed to bankrupt them. Massie says that’s the real reason the silence continues and why Epstein’s full network is still hidden.

@SecScottBessent No one buys what you’re saying

The Democrats told Americans that inflation was all in their heads while prices shot up over 30 percent during the Biden administration. President Trump is bringing inflation down and delivering real relief at the gas pump and the checkout line.

@HedgieMarkets Good stuff

🦔Wow. Over 1 million views (my first time!) and thousands of new followers. This little hedgehog is genuinely grateful you're here and engaging with my thoughts. Thank you for reading, sharing, and being part of this community!

I would like to clarify a few things. First, the obvious one: we do not have or want government guarantees for OpenAI datacenters. We believe that governments should not pick winners or losers, and that taxpayers should not bail out companies that make bad business decisions or otherwise lose in the market. If one company fails, other companies will do good work. What we do think might make sense is governments building (and owning) their own AI infrastructure, but then the upside of that should flow to the government as well. We can imagine a world where governments decide to offtake a lot of computing power and get to decide how to use it, and it may make sense to provide lower cost of capital to do so. Building a strategic national reserve of computing power makes a lot of sense. But this should be for the government’s benefit, not the benefit of private companies. The one area where we have discussed loan guarantees is as part of supporting the buildout of semiconductor fabs in the US, where we and other companies have responded to the government’s call and where we would be happy to help (though we did not formally apply). The basic idea there has been ensuring that the sourcing of the chip supply chain is as American as possible in order to bring jobs and industrialization back to the US, and to enhance the strategic position of the US with an independent supply chain, for the benefit of all American companies. This is of course different from governments guaranteeing private-benefit datacenter buildouts. There are at least 3 “questions behind the question” here that are understandably causing concern. First, “How is OpenAI going to pay for all this infrastructure it is signing up for?” We expect to end this year above $20 billion in annualized revenue run rate and grow to hundreds of billion by 2030. We are looking at commitments of about $1.4 trillion over the next 8 years. Obviously this requires continued revenue growth, and each doubling is a lot of work! But we are feeling good about our prospects there; we are quite excited about our upcoming enterprise offering for example, and there are categories like new consumer devices and robotics that we also expect to be very significant. But there are also new categories we have a hard time putting specifics on like AI that can do scientific discovery, which we will touch on later. We are also looking at ways to more directly sell compute capacity to other companies (and people); we are pretty sure the world is going to need a lot of “AI cloud”, and we are excited to offer this. We may also raise more equity or debt capital in the future. But everything we currently see suggests that the world is going to need a great deal more computing power than what we are already planning for. Second, “Is OpenAI trying to become too big to fail, and should the government pick winners and losers?” Our answer on this is an unequivocal no. If we screw up and can’t fix it, we should fail, and other companies will continue on doing good work and servicing customers. That’s how capitalism works and the ecosystem and economy would be fine. We plan to be a wildly successful company, but if we get it wrong, that’s on us. Our CFO talked about government financing yesterday, and then later clarified her point underscoring that she could have phrased things more clearly. As mentioned above, we think that the US government should have a national strategy for its own AI infrastructure. Tyler Cowen asked me a few weeks ago about the federal government becoming the insurer of last resort for AI, in the sense of risks (like nuclear power) not about overbuild. I said “I do think the government ends up as the insurer of last resort, but I think I mean that in a different way than you mean that, and I don’t expect them to actually be writing the policies in the way that maybe they do for nuclear”. Again, this was in a totally different context than datacenter buildout, and not about bailing out a company. What we were talking about is something going catastrophically wrong—say, a rogue actor using an AI to coordinate a large-scale cyberattack that disrupts critical infrastructure—and how intentional misuse of AI could cause harm at a scale that only the government could deal with. I do not think the government should be writing insurance policies for AI companies. Third, “Why do you need to spend so much now, instead of growing more slowly?”. We are trying to build the infrastructure for a future economy powered by AI, and given everything we see on the horizon in our research program, this is the time to invest to be really scaling up our technology. Massive infrastructure projects take quite awhile to build, so we have to start now. Based on the trends we are seeing of how people are using AI and how much of it they would like to use, we believe the risk to OpenAI of not having enough computing power is more significant and more likely than the risk of having too much. Even today, we and others have to rate limit our products and not offer new features and models because we face such a severe compute constraint. In a world where AI can make important scientific breakthroughs but at the cost of tremendous amounts of computing power, we want to be ready to meet that moment. And we no longer think it’s in the distant future. Our mission requires us to do what we can to not wait many more years to apply AI to hard problems, like contributing to curing deadly diseases, and to bring the benefits of AGI to people as soon as possible. Also, we want a world of abundant and cheap AI. We expect massive demand for this technology, and for it to improve people’s lives in many ways. It is a great privilege to get to be in the arena, and to have the conviction to take a run at building infrastructure at such scale for something so important. This is the bet we are making, and given our vantage point, we feel good about it. But we of course could be wrong, and the market—not the government—will deal with it if we are.

🦔Microsoft, Alphabet, Meta, and Amazon will spend $370 billion on AI infrastructure in 2025. Harvard economist Jason Furman estimates data center investment accounted for nearly all US GDP growth in H1 2025. But the US isn't building enough grid capacity to support the data centers being built. The Problems Tech giants estimate their chips will last six years when Nvidia releases new GPUs every two years. If they upgrade sooner, that eats into profits. Meta used an SPV to keep $27 billion in Louisiana data center debt off its balance sheet, then raised another $30 billion in corporate bonds. Energy analyst Zachary Krause says "it's very likely we'll see facilities constructed but there won't be electrons to power them." US utilities sought nearly $30 billion in rate increases in H1 2025. The US deployed 49 GW of renewable energy while China added 429 GW. My Take When data center spending accounts for nearly all US GDP growth but energy infrastructure can't support the facilities being built, that's the physical constraint colliding with financial engineering. Tech companies estimating chips will last six years when Nvidia releases new versions every two years is accounting manipulation to avoid profit hits. Meta using SPVs to keep $27 billion off balance sheet then raising another $30 billion in bonds shows the leverage accumulating. The pattern where $370 billion flows to data centers while manufacturing loses 3,000 jobs and private employers add only 42,000 reveals capital misallocation where AI infrastructure crowds out productive investment. Hedgie🤗

@juliedonuts @andy_buksterlin Julie he’s right.

@andy_buksterlin Oh my gosh just stop. 🤦🏻‍♀️

MAMDANI WILL BE DENATURALIZED AND REMOVED FROM OUR GREAT COUNTRY. WE DO NOT ALLOW COMMUNISM IN AMERICA. YOU THINK PRESIDENT TRUMP IS GOING TO ALLOW THIS SHIT? Not happening. Trump trolled him hard. 😂😂😂

@addequatename @EricLDaugh They do tony because they work for donors you know the guys who support with money versus those here who think he cares about your tweets

@EricLDaugh Trump needs to deport 225 THOUSAND per MONTH just to get rid of the 10 MILLION that Biden let in by Nov 2028. Trump is treating illegal farm, factory, and hospitality workers and their employers as though they have amnesty. He better ramp these deportations up!

🚨 BREAKING: The Director of ICE just sent SHIVERS down the spine of every far-left Democrat in America - deportations are about to SKYROCKET per President Trump's orders "We're gonna go out there and KEEP the president's promise! To ensure we have one of the LARGEST deportation efforts, EVER." They're about to hire 10 THOUSAND new officers! 🔥🔥

@juliedonuts Julie needs help

Just in case anyone is unsure or sitting on the fence… ALL VACCINES 1,000% CAUSE AUTISM, SIDS, CANCER, AUTO IMMUNE ILLNESSES, ADHD, MENTAL ISSUES AND ALLERGIES. They lied to us for decades. ALL BY DESIGN. 👺👺👺👺👺👺🤬🤬🤬🤬🤬

@Chicago1Ray Totally fake news 70% of food stamp recipients are Walmart employees

HOLY S'HT 🚨 Only 30% of the 42M on EBT are Americans who were born here 51% are Muslim who won't allow their wives to work, and have multiple wives with multiple children, getting $4K to $5K each This is unsustainable, It's time for DOGE to do an audit of EBT, who's with me

@MichaelCyger Prepay all renewals next ten years

You wake up to a $100,000 domain name sale. The money hits your bank account. What’s the very first thing you do?

@jkbjournalist Why don't you find out who told Acousta to back off because he's intelligence?

A lot of Jeffrey Epstein news today. (Another Friday night news dump...!) Follow me as I will be posting updates and as many gift stories as I am able.