I’m a shadowy super-coder with a monocellular brain 1D=1B… Class of 2013
Joined May 2011
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5 Apr 2023
Any golfers out there? How would we rank this T stamp ? #bitcoin
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BREAKING: @noxmetals, the new-age Detroit metal supplier, has secured an $11.5M seed round led by Hyperion.
The round also included Palmer Luckey, Y Combinator, Jared Friedman, RoboStrategy, Operator Collective, DTX, Alumni Ventures, and others.
The company is redeveloping a World War II-era factory in Detroit to build a faster, modernized metal supply operation.
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This is one of the best presentations on @GEODNET I've seen.
Great to see @KyleSamani supporting solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu .
However what I don't understand, is his continued support for Helium. The project has repeatedly misled investors with its so-called "revenue" figures and is now proposing to increase token supply.
Also, props to @KryptoInsider1, one of the few honest and authentic voices in the DePIN space.
Thanks to him I discovered projects like Geodnet and @Auki early on and was able to build my positions at a very early stage.
I'm confident that Auki can achieve growth similar to what Geodnet has accomplished. We just need to stay patient and let the fundamentals play out.
Jun 12
I gave a presentation at the @allinsummit Liquidity Summit on June 2nd about a little known asset, solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu
My blog post about it is here - kylesamani.com/posts/the-rai…
And the YouTube video of my presentation is here
youtu.be/fO5sC7qS04E?t=2420
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Bitcoin would be in a much healthier position if Saylor’s ponzi layers ontop of his DAT got wiped out imo. Just go back to hoarding BTC bro.
Jun 14
$STRC has never traded this low into an ex-dividend date (tomorrow). Highly unlikely a 25 bps dividend rate increase fixes this next month, and maybe not even 50 bps at this pace. Meanwhile the hubris has not been dented. Pain can only end when the orange dot tweets do.
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Felipe retweeted
Jun 14
" I’m buying Coca-Cola to put the cocaine back in "
World first trillionaire Elon Musk
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Asteroid mining is the only thing that justifies @SpaceX current valuation in the market. If it’s only a a few years out, it’s a massive opportunity. My question though is if governments will allow a private company to monopolize these raw materials or will they step in and nationalize?
Jun 14
Asteroid mining is not only going to make a lot more trillionaires, it's going to make us all rich.
Just like the Industrial Revolution, the Space Revolution will greatly increase standards of living across humanity... yours, mine, everyone's.
Electric light and indoor plumbing were once luxuries. Now they are so universal that we can have them and still think of ourselves as poor. But preindustrial folk would have thought us wealthy beyond measure. What's coming is another paradigm shift.
You may think this is all theoretical.
You may think asteroid mining is an unproven concept. You're wrong. Because you don't know one critical fact.
We're already asteroid mining.
And we've been doing it since the Bronze Age.
All gold we mine on earth, all the copper for wires, the uranium for reactors, all the iron for nails, everything made of heavy metals that you own, or use, or have ever seen... it's all mined from ancient asteroid strikes.
All the native Earth metals sunk to the core when the whole planet was molten. Past our reach.
Do you think there are precious metals, like gold and silver and platinum? Do you think that even common metals, like iron and tin and copper, cost a lot to extract and refine?
Artificial scarcity.
Every piece of metal you have ever seen was sourced from the tiny percentage of asteroids that once hit Earth.
Leave the gravity well, learn to sail the void, and we can loot all the asteroids that haven't.
Imagine that we built all of civilization picking up our raw materials, grain by grain, with tweezers.
Asteroid mining, true asteroid mining, is a shovel. And no, not a hand tool shovel, I mean the shovel attachment on the front of an industrial digger.
That's why SpaceX has trillion dollar plus valuation. And unless we screw things up on Earth, and sabotage them somehow, that valuation is way too low.
Below here, you'll see a different part of the plan. A little company, running out of a little industrial space in the San Fernando Valley, is building humanity the ultimate shopping bag.
They think Mars is a sideshow, you see.
They want to bag up asteroids, just scoop the little ones right up with a great big robot butterfly net, and bring back to high Earth orbit.
Strip them down there, and build.
If you thought data centers in space are wild, wait until you see factories in space. Wait until everything from toasters to CPUs to machine tools are made in high orbit, or on the moon, and the only bits that ever make it to Earth on the finished products.
In space, minerals are cheap. And power is free. And it doesn't cost much of anything to move goods down a gravity well.
You have no idea what's coming.
Neither does SpaceX or Transastra, for that matter. They've got a hold of the tail of the elephant, and they think the Space Revolution is a rope.
I'm a science fiction author. My job is to see the whole elephant.
It's a big fucking elephant.
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Jun 14
I think this is probably right…
Jun 14
The asymmetric trade right now may now be dovish.
If rate hikes do not materialize, SOFR has to price them out. Even if Fed simply stays flat, that becomes a passive easing impulse.
The point is not that cuts must arrive immediately. It is that max hawkishness may already be in the price with two hikes.
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$GEOD is probably the token I own that I've done the least modeling work on. Investment case is simply:
Many robot coming. Robot need RTK. @GEODNET best RTK (and hard to replicate)
Jun 12
I gave a presentation at the @allinsummit Liquidity Summit on June 2nd about a little known asset, solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu
My blog post about it is here - kylesamani.com/posts/the-rai…
And the YouTube video of my presentation is here
youtu.be/fO5sC7qS04E?t=2420
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My favorite @elonmusk quote that I often send friends:
Do not fear losing. “You will lose,” Musk says. “It will hurt the first fifty times. When you get used to losing, you will play each game with less emotion.” You will be more fearless, take more risks.
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Felipe retweeted
me with the SpaceX cafeteria lady after she becomes a billionaire from the IPO
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Jun 12
I gave a presentation at the @allinsummit Liquidity Summit on June 2nd about a little known asset, solana:7JA5eZdCzztSfQbJvS8aVVxMFfd81Rs9VvwnocV1mKHu
My blog post about it is here - kylesamani.com/posts/the-rai…
And the YouTube video of my presentation is here
youtu.be/fO5sC7qS04E?t=2420
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Felipe retweeted
Jun 12
282,000 people are following Michael Burry's Substack, only to be down massively YTD.
He's winning though, making millions selling stock picks while subscribers lose money following them.
His top picks:
$LULU (Lululemon): down 41.37%
$FOUR (Shift4 Payments): down 37.35%
$FNMA (Fannie Mae): down ~41%
$SLM (SLM Corp): down ~18%
$MOH (Molina Healthcare): up 11.33%
That's a person that doesn't understand AI at all, but why would he care? He's racking millions off subscribers.
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Jun 12
Jeff Bezos just came out of retirement. His first CEO role since leaving Amazon. And he's building something nobody expected. 🤯
It's called Prometheus. $12 billion raised. $41 billion valuation. Backed by JPMorgan, BlackRock, Goldman Sachs, and Bezos himself.
150 employees. $273 million per person. That's how much investors are betting on this.
But here's what makes it different from every other AI company.
Prometheus isn't building another chatbot. It's not generating text or
images.
It's building what Bezos calls an "artificial general engineer" AI that designs jet engines, optimizes manufacturing, and prototypes physical products.
LLMs learned from the internet's text. Prometheus is learning from the physical world physics, simulations, engineering data, manufacturing processes.
In Bezos' own words: "Something that takes 100 engineers 10 years to build we want to make that 10 engineers, one year."
His co-CEO is Vik Bajaj, former Google X executive who worked with Sergey Brin on what became Waymo.
No ties to Amazon. No ties to Blue Origin. Bezos said "it deserves a dedicated team obsessed with this one thing."
While everyone is racing to build the best AI for words, Bezos is quietly building AI for the physical world.
That might be the bigger bet.
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Jun 12
guy who bought a JPEG for 6 figs explaining why SpaceX is overvalued
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Jun 11
Since the start of 2025: $1.75 trillion in fresh manufacturing investment in the US.
Around 160 companies across 37 states (IndustrialSage).
Nobody commits billions to a factory for “Made In America” PR.
When a company breaks ground on a plant here, they're locking up a decade-plus of capital they can't claw back.
6 big examples from the past year:
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#1 JetZero, North Carolina. $4.7 billion, 14,500 jobs by 2037
They're building the world's first all-wing passenger jet, one that burns up to half the fuel of the tube-and-wing design we've flown for 70 years.
It's the largest jobs commitment in the state's history, for an aircraft that doesn't exist yet. America designing the next airplane instead of buying it abroad.
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#2 Micron, New York. $100 billion, close to 50,000 jobs
A leading-edge memory megafab, built out over roughly 20 years, making the DRAM chips behind AI, defense, and aerospace.
It's the largest private investment in New York history, and it drags chip-making back onto US soil instead of importing it from Asia.
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#3 Texas Instruments, Texas. $40 billion, 3,000 jobs on site and thousands more across its US fabs
They make the plain analog chips inside every car, phone, and pacemaker.
The first fab is already running, turning out tens of millions of chips a day.
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#4 Hyundai Steel, Louisiana. $5.8 billion, more than 1,300 direct jobs, plus thousands more across the supply chain
An electric-arc-furnace mill making 2.7 million tons of auto steel a year, about 70% cleaner than a blast furnace.
This is a multi-decade bet on building cars in America.
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#5 Eli Lilly, Virginia, Texas, and two more sites. $27 billion, around 13,000 jobs, of which 10,000 are in construction
They're reshoring the chemistry behind our medicines, the active ingredients we outsourced overseas for decades.
It's the largest pharmaceutical manufacturing expansion in US history.
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#6 LG Energy Solution Battery Complex, Arizona, $5.5 billion, thousands of jobs
The largest standalone battery plant ever built in North America, already set to be its town's biggest employer by far.
It makes the cells that go into electric cars and grid storage, the batteries we've spent a decade buying from Asia.
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Planes, chips, batteries, steel, medicine.
This is well beyond one hot sector having a moment. It’s a monster amount of capital landing across the whole real economy at once.
I'm living my own version of this right now.
We just took delivery of four huge machines that we need for flexible shielding manufacturing at TotalShield. They came in bigger than I expected, so now I'm getting a quote to knock down a wall to fit them.
I would not be spending that money if I thought this was a moment instead of durable boom
🇺🇸🇺🇸🇺🇸
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Jun 11
That's our quant
Jun 11
“I said to YOU to never sell your Bitcoin. I never said that THE COMPANY wouldn’t sell its Bitcoin.”
Jesus Christ.
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Jun 11
If we can do this on Claude, imagine how quickly Gemini Robotics and other intelligence systems are evolving…
Jun 10
claude fable 5 designed a humanoid and them made it... dance? 🕺
i asked it to write javascript to transform the parametric step file directly in the browser
these motions are simple, but demonstrate deep spatial reasoning capability
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