Saving LA - Phase III

“If you really hate Bitcoin I want you to love us. Like we’re the perfect instrument to short, right? Because I promise you I won’t sell it, right? We’re gonna be levered-long bitcoin, and if you don’t like it or just want to hedge it, you get to sell our stock or buy puts, right? And the worst thing I could do would is to take your side of the trade or to interfere with what you’re doing. So, I think part of MicroStrategy’s rise to prominence in the space, is we have been laser-like focused, we’re very consistent, we’re very transparent. We’re going to buy bitcoin, never sell bitcoin. We’re going to borrow money intelligently.” - Michael Saylor, Oct 2024 youtube.com/watch?v=eThjo9wY…

This WAS the $MSTR thesis under which I originally bought in: the v1 "levered pure-play" model. I.e. back when "Never sell your Bitcoin" made sense. Now just a sad reminder of what used to be. Then Saylor rug-pulled everyone by abandoning the converts and switched to an Arb model w/ prefs in May 2025. And because he didn't really understand it, he executed the new v2 model EXACTLY incorrectly ever since. @JoshMandell6 @darkside2030 anything wrong with this characterization? youtube.com/watch?v=eThjo9wY…

Saylor lying again. He 100% promised not to sell MSTR's bitcoin, ever. youtube.com/watch?v=eThjo9wY… To be fair, that approach did make sense with the original levered proxy pure-play model. Which was great. He's just apparently too retarded to realize he switched to an ARB model in May 2025 with the prefs. And the new model REQUIRES that he sell BTC opportunistically for it to work.

EPS doesn’t factor in capital raises, such as ATMs. Yet, for some reason BPS does? Any idiot can raise. Earning, i.e. generating value via the use of capital with no dilution… that’s what actually counts.

If you aren’t ready to potentially have a disabled child then you’re not ready for parenthood. Your child could become disabled at any period in their life.

Ayn Rand: “The smallest minority on earth is the individual. Those who deny individual rights cannot claim to be defenders of minorities.”

If that addict on your street were your own son, what would you do? That is the defining question that guides my 5 step plan to fix the homelessness problem in LA. We *must* end this evil racket of corrupt politicians and NGOs who profit off the misery of these poor souls. They launder money and feed them more drugs, so they can keep their customers locked in this hell on our streets. We have a moral obligation from God to help them and make our city safe and clean for everyone. Karen Bass and Nithya Raman have forsaken this city. Time for real leadership. Time for real compassion.

Shark Tank Billionaire Kevin O'leary says 2 people fighting data centers in Utah are Chinese agents. Turns out its just 2 local girls in Utah, they make a hilarious video calling him the fuck out

Big tech is the real enemy of the American people. They have gotten fabulously wealthy under Trump’s economic and trade policies, but they will be right back on the globalist agenda the minute he’s gone.

"America is a creedal nation!" "Okay, can we test people to see if they believe in the creed before letting them in?" "No, that's racist." "Then can we kick them out if they don't believe in the creed?" "No, that's denying them due process and their constitutional rights." "Can I see a copy of this creed?" "Nope, no one can agree on exactly what it is. We think it has something to do with the declaration of independence, though." "Okay, so what you're saying is that this creed defines the nation, but it isn't defined, that it forms the basis of the law, but has no effect on the law, that we owe allegiance to it, but that allegiance cannot be tested or demanded?" "Yep!" "So the creed could be anything, couldn't it? It could be 'horsies are pretty', or 'eat at Joe's', and it wouldn't make the slightest difference?" "I suppose so. I never really thought about it. What's important is that judges decide who is an American, and what America's future will be." "Say, aren't you a judge?" "Yes, what's your point?"

This gets to the core of the issue more than any debate about specific terms. Do you believe in democracy? Should our military be regulated by our elected leaders, or corporate executives? Seemingly innocuous terms from the latter like "You cannot target innocent civilians" are actually moral minefields that lever differences of cultural tradition into massive control. Who is a civilian and not? What makes them innocent or not? What does it mean for them to be a "target" vs collateral damage? Existing policy and law has very clear answers for these questions, but unelected corporations managing profits and PR will often have a very different answer. Imagine if a missile company tried to enforce the above policy, that their product cannot be used to target innocent civilians, that they can shut off access if elected leaders decide to break those terms. Sounds, good, right? Not really - in addition to the value judgement problems I list above, you also have to account for questions like: -What level of information, classified and otherwise, does the corporation receive that would allow them to make these determinations? How much leverage would they have to demand more? -What if an elected President merely threatens a dictator with using our weapons in a certain way, ala Madman Theory/MAD? Is the threat seen as empty because the dictator knows the corporate executives will cut off the military? Is the threat enough to trigger the cutoff? How might either of those determinations vary if the current corporate executive happens to like the dictator or dislike the President? -At what level of confidence does the cutoff trigger, both in writing and in reality? The fact that this is a debate over AI does not change the underlying calculus. The same problems apply to definitions and use of ethically fraught but important capabilities like surveillance systems or autonomous weapons. It is easy to say "But they will have cutouts to operate with autonomous systems for defensive use!", but you immediately get into the same issues and more - what is autonomous? What is defensive? What about defending an asset during an offensive action, or parking a carrier group off the coast of a nation that considers us to be offensive? At the end of the day, you have to believe that the American experiment is still ongoing, that people have the right to elect and unelect the authorities making these decisions, that our imperfect constitutional republic is still good enough to run a country without outsourcing the real levers of power to billionaires and corpos and their shadow advisors. I still believe. And that is why "bro just agree the AI won't be involved in autonomous weapons or mass surveillance why can't you agree it is so simple please bro" is an untenable position that the United States cannot possibly accept.

OpenAI _always_ releases very high quality, polished UIs. The codex app is the least polished I've seen from them (takes 2-3 seconds to change a thread), animations are off, jumping all around the place.. It's not fluid - at all. agents.craft.do, which we 100% vibe coded (within 4 weeks, including holidays!) with the goal of being an internal tool is miles ahead. This tells me a few things : 1. You can't brute force UI quality with today's models. You need deep care, and expertise. 2. One person teams can out-execute even the largest labs, thanks to AI. Note : Craft Agents is a non-commercial, open source project, and I am well aware that codex is going to reach 100-1000x people, will rapidly improve, and it's success is not tied to these UI glitches. Above observations still stand.

Bruce is correct. Epstein was constantly up at MIT and Harvard trying regain influencer over things in math, physics, centrlaized medicine, and finance lost control over. His handlers in the Fed Families (Rothschilds/Rockefellers) were re-attempting to gain control Core for the bankers from the their arch enemy the accountant of MurderInc. Know your history savages. If you think Bitcoin is compromised youre a dumber ass than one can imagine. All Covered here ----> youtube.com/watch?v=sIpXCMIN…

Yeah can’t believe @saylor shared this. In just 15 months he did what the gov’t took the last 11 YEARS to do. Since the 21/21 plan on Oct 30, 2024, MSTR issued 146.7MM common shares via ATM, I.e. 89% dilution of the 164MM they started with. Oh and mNAV down -72.2%.

👏👏🤣

We who are about to dilute, salute you.🫡

“We’re kind of at an inflection point, we believe.” - Michael Saylor Q3 "Earnings", 10/30/25, mNAV 1.26

Hey @tnorth y'all have a fun Q4?