Man With A Gun! (I don't actually own one) respects Chesterton's fence. Stoic, running for my life. I read and accumulate books. Mostly I mop floors.
Joined October 2022
- Tweets 13,223
- Following 1,135
- Followers 1,437
- Likes 5,931
196 Photos and videos
Daniel Conlin retweeted
Sounds different but Good
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Scott Bessent spent 20 years at Soros betting against governments that destroyed their own economies.
Now he IS the US government's economic policy.
56-min and you'll understand every major macro decision coming out of Washington in 2026
bookmark - the most interesting Treasury Secretary interview in a decade
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May 30
Would it be rude to suggest that the pope should just go fuck a dog with regard to his recent encyclical about AI?
The man should stay in his own lane.
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May 24
This is what real cowboys drive. This is a 70 year old rancher who lives near me. Cool old guy.
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Daniel Conlin retweeted
May 20
The Demis Hassabis HUGE* Conversation (in full)
00:00 What is the hardest problem AI has already solved?
12:30 What is the cutting edge of drug discovery with AI?
21:53 Why did Demis say he “would have left AI in the lab longer”?
43:09 How should militaries use AI?
50:13 What can humans do that AI won't?
58:17 What does Demis Hassabis want his legacy to be?
(And 1:04:40 Can I beat Demis at Jenga?)
Recorded March 5, 2026 in London.
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Daniel Conlin retweeted
This is my sixth conversation with @GavinSBaker.
As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers.
We discuss:
- Why the wafer shortage may prevent an AI bubble
- Data centers in space (reframed)
- Elon's Terafab and the new chip companies challenging Nvidia
- Usage-based pricing
- The disaggregation of GPUs
- DRAM, frontier tokens, and open source
Enjoy!
Timestamps:
0:00 Intro
7:55 Anthropic and OpenAI Valuations
12:58 Watts, Wafers, and Infrastructure
14:39 Orbital Compute and Data Centers in Space
22:49 Avoiding the AI Bubble
28:26 Terafab and the Future of US Manufacturing
32:16 Returns to the Frontier
37:23 Continual Learning
42:03 New Chip Companies
48:52 Extending GPU Lifespans and Private Credit
51:22 The Application Layer
57:32 The Token Path and Open-Source Dynamics
1:01:37 Cybersecurity
1:05:46 Diversity Breakdown
1:11:59 Assessing the Big Tech Players in AI
1:19:02 Geopolitics, Personal Safety, and the AI Horizon
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May 20
Bust a Move turns out to be the most realistic view of the world..
youtube.com/watch?v=xy4FXhkm…
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May 17
Residential Realtors are the most useless people on earth. They add no value. I once met an Irish woman in the US who had been a Realtor. She said "It's a stain you can never wash off..."
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May 16
I never knew how cool Laurence Welk could be, I mean, I actually LIKE his uncoolness as well... Even back then, he was sponsored by Geritol.
x.com/i/status/2055692105637…
May 16
"(Ghost) Riders in the Sky: A Cowboy Legend" is a cowboy-styled country/western song written in 1948 by American songwriter Stan Jones.
Lawrence Welk and His Orchestra released this unforgettable instrumental version in 1961.
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May 13
Alex Karp on All-In absolutely nailed it. It is worth listening to him for longer than the usual quick clip.
youtube.com/watch?v=Y-IH7EVr…
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Daniel Conlin retweeted
May 10
Coal miner, union activist, and singer Nimrod Workman performs the traditional Appalachian folk song 'Oh Death'
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Daniel Conlin retweeted
May 8
Staircase details by the master Gio Ponti.
Palazzo Rai Stairs, Milan, 1939.
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May 8
In our coming world of abundance and UBI, it may be that the best way to deal with the crisis of giving people a meaningful life will be to legalize ALL drugs. The ones who survive will be those who choose to live and prosper. It will be ugly for a while.
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Daniel Conlin retweeted
May 5
"You could use a swimming pool-sized amount of ocean water to make all the electricity needed for an entire year for the planet." @friedberg
May 5
What will the future actually look like?
@friedberg and I sat down to discuss.
0:00 Why we fear the future
0:39 The fertilizer crisis solved
2:01 Life is getting better
4:04 East vs. West mindset
6:20 AI centralizes power differently
7:08 Technology always diffuses outward
9:30 CAR-T therapy case study
11:31 Token costs falling 1000x
12:25 The moon explained
13:50 Everyone owning a robot
16:11 Which jobs AI hits first
17:47 Who buys the robots?
19:20 TikTok proves latent entrepreneurship
21:30 Moon as staging ground
23:54 The 9km rail gun
25:46 Self-replicating robots on Mars
27:06 Fusion energy explained
29:04 How the sun works
32:13 AI cracking plasma stability
37:20 Who owns the moon?
44:33 How far is age reversal?
48:38 Yamanaka factors discovered
54:11 Longevity escape velocity
56:15 Careers in a 120-year life
1:00:07 Transhumanism and brain interfaces
1:05:05 Embryo selection and CRISPR
1:10:53 Making X-Men: transgenic humans
1:26:30 David's seed company explained
1:36:25 California's collapse
1:40:47 Unfunded pension crisis
1:41:08 The billionaire tax threat
1:42:59 Origin of the income tax
1:46:17 Wealth tax kills property rights
1:52:29 Why people vote socialist
1:54:43 Government vs. free market prices
2:02:38 The food stamp explosion
2:05:23 AOC as 2028 frontrunner
2:07:02 Tomorrowland's optimism shift
Includes paid partnerships.
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Paul Tudor Jones predicted the 1987 crash, made $100 million, then spent years trying to destroy this footage
you will watch him lose $6 million in one afternoon, sit in his chair and say "total devastation" then make it all back with 100% interest
This documentary will change how you think about risk forever
Bookmark & watch it. Then read the post below - $90 billion from being right just 54% of the time↓
CEO of Citadel: "no one is more wrong than I am today", he built the most profitable hedge fund in history
in this interview he explains why he hired a Russian rocket scientist, why being the smartest in the room is a mistake, and why being right 54% of the time made $90 billion
Bookmark & watch it. Then read the article below - The 77-year-old formula that explains why a small edge is all you need ↓
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May 4
The great thing about being in a small town is that you can trust people, even scumbags are afraid to cross a line. I just posted my old truck to Craigslist and said this.
"You're welcome to have a look at it. Bring a battery and some carb cleaner if you want. It will start for you. The keys are in it. Just don't steal it!
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May 3
Investing $20k is easy and fun, and you can make huge gains. Investing $1million is so much harder because the fear is greater. I'm a small time nobody, so this is a revelation for me.
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May 2
I love Stoicism. You are never a slave because you are always free to kill yourself. As miserable as that sounds, it's worth keeping in mind. Also, expect people to piss you off, and you won't feel disappointed.
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