โ€  | Building fully automated textile manufacturing @fw_automation. (re)Industrialist. Previously Interweave, Lazard.

Joined February 2010
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1/ American manufacturers pay 3x more to finance equipment than their global competitors. It has nothing to do with pricing or tariffs, it's a regulatory accident from 2008 that no one has bothered to fix until now:
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Denver Rayburn retweeted
Jun 13
i am a delusional optimist and i will win.
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Nothing hits like reading this on the flight to @reindsummit
My theory is that the American empire is JUST getting started. US has a stranglehold on Space with SpaceX, which is the next frontier for defense/war. It has a comically large lead. No one will be close for at least 20 years. It is the leading power in AI by far - both in models and chips. China is catching up fast, but the US has an inherent mechanism that will increase the likelihood that it will win in the end - a free market capitalism free speech. A free market capitalism allows for brutal competition between companies. Free speech allows for AI models to be maximally truth seeking, which means that AIs CAN and WILL BECOME smarter than humans to the point where they can tell the truth about its leaders. This is literally impossible in China. Try having a Chinese model that says Xi Jinping is corrupt. Good luck with that. Then, you have a country that has more guns than people and surrounded by two massive oceans and two friendly neighbors, which means any sort of kinetic take over of the country is literally impossible. Not to mention the US has BY FAR the best and strongest military. The only way adversaries can hope to defeat the US is by tearing it from within by pitting us against each other. This is why it's virtually guaranteed that all the division/hatred/polarization you see within the country is fomented by China/Russia Psy Ops propaganda efforts. I'm not saying these aren't naturally happening in spots - America is far from perfect - but it would be naive to think our adversaries aren't pouring millions of gallons of fuel on a fire. As long as the American public a) has the ability to exercise its free speech b) has a protected 2nd amendment c) capitalism and free markets continue to function and d) the populace is aware of how awesome America really is, it is literally impossible to stop the US's trajectory to global domination in the coming decades, especially as China's demographics continue to collapse. It's the bottom of the 9th, the game is tied, and the US has the bases loaded. It's a 3-2 pitch. All we need is a home run, and we win the rest of the century.
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Denver Rayburn retweeted
21 Dec 2025
my competitive advantage is i'm having fun
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Denver Rayburn retweeted
May 20
What you really want is a challenge at the edge of your capability.
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hn has gotten so reflexively anti-ambition that it's now negative signal for yc
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the median comments are "elon bad" and "thing you built shouldn't exist"
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๐Ÿคซ
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Denver Rayburn retweeted
If youโ€™re not down more than 5% today you donโ€™t really want it that bad man
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Can we get COD4 Remastered, Remastered?
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Denver Rayburn retweeted
"Pessimists sound smart. Optimists make money." โ€”@natfriedman
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Big fans of the brand ๐Ÿš€
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Denver Rayburn retweeted
AI turns water brown. You might disagree. You might even have some evidence to the contrary. But you have to ask yourself: is this really worth losing my job over? AI turns water brown.
May 21
AOC: This is what drinking water in Georgia looks like after Meta began data center construction in the community.
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Could make so many sweaters in this bad boy
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Denver Rayburn retweeted
May 20
vibe coding is really just applying modern monetary theory to technical debt
May 19
the optimal amount of tech debt is not zero
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that last thread really brought out the crazies
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My NDA on this just rolled off, so I can finally tell the story. Three years ago I almost bought Bed Bath & Beyond out of bankruptcy. I lost by ~$2 million to Overstock.com The deal that got away:
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The most fulfilling part of the whole thing: sending diligence request lists to the Lazard deal team at 2am. I'd been the analyst on the other side of that exact email a hundred times when I worked there. Now I was the client.
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Very glad in the end it didn't work out. If we'd won I'd still be neck-deep in a tough turnaround. Instead I'm at @fw_automation, chasing something even bigger. BBBY (v1) died so Framework could live.
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