MONDAY: Anthropic vs Department of War Will Thibeau as guest on the New Founding Podcast @WilliamThibeau is Director of the American Military Project at The Claremont Institute. He deployed for combat to Iraq with the 75th Ranger Regiment and has done work for Palantir DoW.

Taking money from the the world's greatest allocator of capital and giving it to government to squander is perhaps the worst idea of modern times.

This is critical point: at Elon’s level, taxes are irrelevant to consumption; it’s all about who will allocate capital. And he has proven himself orders of magnitude more capable than those who want to take his wealth. You may as well burn the rockets/factories/data centers/etc as give to Liz Warren/Ro Khanna types—the relative impact would be about the same. For those whose primary motive is distribution of power, this might still be attractive. But no one should delude himself that a wealth tax can be “invested” in anything with a remotely comparable return.

OTD in 2023, I left the academy to launch @CAFF_HigherEd. The move was bittersweet b/c I loved teaching students & contributing to campus life, but it has been amazing to watch how the Lord has blessed our work. Here are some highlights as we celebrate CAFF's 3rd anniversary.🧵1/

Remember the first rule of investing is to have fun

Texas has replaced California as the state with the most Fortune 500 capital. 💰 Texas’ 57 Fortune 500 companies made roughly $2.8 trillion in revenue last year, compared to California’s 56 companies and roughly $2.7 trillion revenue. New York comes in third with 53 companies and $2.2 trillion. fortune.com/2026/06/03/which…

Barcelona, you win. Sagrada Família. Just incredible. Watch the whole thing with the sound on

Beat on top and bottom today. Still went down, I’m seeing $250 AH. $ADBE

Learn to confidencemaxxx and watch reality bend your way. Winners act like winners. This is your sign to start believing in yourself. This is your sign to start becoming delusionally confident in yourself and the fact that it will all work out.

I got a lot of flack when I said this before, but I continue to think that model providers will end up being a lot like airlines: Critical for the global economy but highly commoditized, with huge capex requirements and low (and often negative) margins.

I'm starting to understand why hegseth considered having this guy abliterated

I shared this note earlier today with the entire team at Opendoor. Today we began to say goodbye to our colleagues in India as we wind down our India operations. Our customers are in America, and that's where our operational work belongs.

🚨 #BREAKING: Cracker Barrel stock surges nearly 30% after announcing plans to deploy artificial intelligence for critical business operations.

Cortes and the Conquest of the Aztecs gets a lot of attention in 16th century history, and rightly so. But the conquest of the Inca Empire by Francisco Pizarro is perhaps even more impressive. Pizarro initially had 168 men (Cortez had about 500) and faced armies of 40-80,000. I read one historian describe the Spanish conquistador armies as "comically small." Like Cortes, Pizarro was able to quickly figure out the internal political divides of his opponent. He took Emperor Atahualpa as a hostage while the Inca were in the middle of a civil war. Many local tribes joined the Spanish opportunistically. There was some resistance, but the Spanish conquered this enormous, mountainous empire with relative ease. Another conquest added to the long list accumulated by Spain during its golden age.