Joined February 2009
25 Photos and videos
@BBCNI retweeted
This is awesome. I’ve worked with Sue for more than a decade now. She started Brilliant - a learning site for advanced learning - which has now taken all of that decade-long training data and created a helper to make your kids smarter. It doesn’t matter their level, this adapts to them and brings them along. Please consider trying it.
May 29
AI is making kids dumber. It should be making them geniuses. Introducing Koji, the first AI tutor that gets kids to actually think. 👇
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@BBCNI retweeted
Larry Ellison, the man who built Oracle into a $500 billion enterprise software empire and he said something that every investor needs to hear (Save this). "By 2029, I can guarantee you, AI is not going to be the problem." The problem is going to be compute specifically, who has enough of it and who does not. Ellison described the current AI race in terms that strip away all the abstract commentary about models and capabilities and reduce it to the one thing that actually determines who wins: "Me and Elon begging Jensen for GPUs. Please take our money. We need you to take more of our money, please." Citigroup raised its forecast for AI infrastructure spending to $2.8 trillion through 2029, with hyperscalers already spending at a $490 billion annual rate by end of 2026 and the firm estimates global AI compute demand will require 55 gigawatts of new power capacity by 2030 at a cost of approximately $50 billion per gigawatt. Sam Altman publicly thanked Jensen Huang this past March for significantly increasing NVIDIA's capacity at AWS, the CEO of the most important AI lab in the world writing a thank you note to the chip supplier because compute is still the binding constraint on everything OpenAI wants to build. Ellison's point about getting there first is the part of this clip that deserves a second read. He named three specific races, self-driving, reading cancer biopsy slides, and synthesizing video and said that being first in each one is a big deal. The logic is that in winner take most AI markets, the first mover trains the best model, the best model attracts the most usage, the most usage generates the most data, and the most data trains the next best model, a compounding loop that the second-place finisher never catches up to. "The guys in this race are very smart and they understand they need to be best at something," Ellison said. What makes this clip so important right now is the timing. The AI GPU chip market is projected to grow at a 32.4% CAGR through 2029, reaching $145 billion in incremental spend, and NVIDIA's data center revenue is already running at a pace that would have seemed impossible three years ago. Every major hyperscaler, Microsoft, Amazon, Google, Oracle, Meta is no longer funding AI capex from operating cash flows alone, they are borrowing to keep up, because falling behind in compute now means ceding the winner-take-most race Ellison just described. At Milk Road, we have been positioned in NVIDIA, AVGO, AAOI, MU, and Bloom Energy and more. Come join Milk Road Pro and get the full picture on how we are playing every layer of the GPU demand supercycle that Larry Ellison just guaranteed will not slow down before the end of the decade, link below/bio.
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@BBCNI retweeted
Pompeo: For 40 years, our policy was to sell more stuff into China and hope China would become more like us. That was wrong. Of all the hostile leaders I dealt with, the Chinese Communist Party is the one that can actually change the way we live. 1/
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@BBCNI retweeted
Ted Turner, the billionaire media entrepreneur and philanthropist who launched the 24-hour cable TV news revolution when he founded CNN in 1980, has died. He was 87. cnn.it/4d7tcQ2
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@BBCNI retweeted
I've stopped reading Gulf war headlines. Here's what I track instead. We run an India-focused equity fund. 85% of India's crude comes from imports. Half of that normally passes through Hormuz. So yes — this crisis is personal. But the information environment right now is garbage. Trump says the war ends tomorrow. Iran says Hormuz is shut forever. One analyst says $150 oil, another says $60. You can't build a portfolio view on this. So I've narrowed it down to 4 signals. These are priced by people with real money on the line. They don't lie. 1. Ship insurance premiums through Hormuz This is the single best signal. Lloyd's underwriters have billions at stake on every pricing call. Before the war, insuring a tanker through Hormuz cost 0.25% of the ship's value. Today it's 3.5–10% — and almost nobody is buying. A $100M tanker that cost $250K to insure now costs up to $10M. When this drops below 2%, the people with the most to lose are telling you it's getting safer. No press conference can replicate that. 2. How many ships are actually crossing Every ship carries a GPS tracker (AIS). You can count exactly how many cross Hormuz each day. Before: 100 . Now: 8. That's a 92% collapse. You can't spin a ship being somewhere it isn't. Iran is letting some Chinese and Indian ships through, but it's a trickle. When this number crosses 30–40, trade is resuming. You can track this free on the WTO Hormuz Trade Tracker. 3. Paper oil vs real oil This one most people miss entirely. Brent crude (the headline price) is at $112. But Dubai physical — what Asian buyers actually pay for delivered oil — is at $126. That's a $14 gap. It exists because Trump's comments keep pushing paper prices down. Traders call it jawboning. But the refiners buying cargo aren't getting any discount. If you're looking at Brent to assess India's oil bill, you're looking at the wrong number. 4. The mid-April cliff Multiple emergency measures expire around the same time. The 400 million barrel SPR release runs dry ~April 15. The US waiver letting India buy Russian crude expires. Formosa Plastics has declared force majeure from April 1. Right now these stopgaps are keeping the supply gap at ~5 mb/d. Without them, BCA Research estimates it doubles to 10 mb/d — the largest crude disruption ever. If Hormuz doesn't reopen by mid-April, we're in uncharted territory. Bottom line: track the insurance premium, the ship count, the paper-physical spread, and the April timeline. Everything else is noise.
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@BBCNI retweeted
Happy St. Patrick’s Day to those who are celebrating! 💚🍀 Stones Around The World: Ireland “The fans in Ireland are always just amazing, full of energy” - Mick Jagger “Dublin, particularly has always been a Stones town, great welcome, great feeling” - Keith Richards “A lot of heart from a lot of people all over the country, from Galway to Dublin!” - Ronnie Wood
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A Father Who Raised Three Millionaires Once Said: “I Never Taught Them To Save Money” I Just Refused One Habit in My House:
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@BBCNI retweeted
Jack Dorsey just laid off half of his company in a single tweet. 4,000 people gone Not because business is down But because AI made them unnecessary If you aren’t AI native, you have become expendable to execs. You need to learn these skills now: 1. How to build software in Claude Code 2. How to automate in OpenClaw 3. How to create artifacts in Claude Cowork 4. How to orchestrate multiple agents in Codex 5. How to use ChatGPT as a copilot for everything you do These aren’t optional skills anymore. They’re mandatory. And the time you have left to learn them has quickly disappeared.
Feb 26
we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone. first off, if you're one of the people affected, you'll receive your salary for 20 weeks 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay. we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly. i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures. a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers. we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold. to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward. to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow. jack
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@BBCNI retweeted
Phrases to begin using/repeating: "Mission" "Risk it all" "No Stress" "God Bless" "Thank you God" "I am Light I am Love" "I have infinite energy" "I'm unattached" "Ima feel into it" "I'm Convicted" "Abundance" "Billions"
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@BBCNI retweeted
23 Jun 2025
What gives your life meaning? It’s a big question—maybe the biggest. But here are 2 simple exercises you can use to find your purpose and live more intentionally 👇
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@BBCNI retweeted
Many people don’t react to what was said. They react to what their wounds heard. But when we heal our wounds we hear different. Healing isn’t just feeling better. It’s noticing our triggers, pausing to reflect & taking ownership. THAT is emotional growth & emotional intelligence.
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@BBCNI retweeted
I'm crying 😭😭 The funniest thing you will see today, guaranteed 👇
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@BBCNI retweeted
Breaking News this week: - ChatGPT Record update - Sora is now free (sort of) - AI audio gets personality - Reddit x Anthropic battle - Amazon humanoid drivers - Gemini can now think ahead Plus, more you might've missed... ⁠
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@BBCNI retweeted
20 May 2025
Truth op: @JeniferLewis
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@BBCNI retweeted
Highly, highly, highly recommend taking the time to read Tom's @SInow cover story with some incredible behind the scenes details on how Juan Soto became a Met si.com/mlb/juan-soto-new-yor…
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@BBCNI retweeted
18 Mar 2025
Congratulations to the @SpaceX and @NASA teams for another safe astronaut return! Thank you to @POTUS for prioritizing this mission!
18 Mar 2025
Splashdown of Dragon confirmed – welcome back to Earth, Nick, Suni, Butch, and Aleks!
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@BBCNI retweeted
🍀

ALT Clover Leaf Happy St Patricks Day GIF

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@BBCNI retweeted
20 Jan 2025
Your number one job as a parent is to provide unconditional love to your kids, because it’s the one thing that they can’t get anywhere else. @naval
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@BBCNI retweeted
“I can't ask an old man to stay alive for 467 days in these conditions. I can tell him that, if he has stayed alive, it's a wonderful miracle:” Sharone Lifschitz tells me she’s “apprehensive” about the fate of her father, 83-year-old Hamas hostage Oded Lifschitz.
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