Founder @STIX | Not Financial Advice |🥇🐂🏃
Joined February 2018
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MOST PEOPLE HAVE NO IDEA HOW GOOD OF AN INVESTOR GOOGLE IS
6% OF SPACEX
14% OF ANTHROPIC
75% OF WAYMO
$900M INTO SPACEX IN 2015 →
NOW WORTH $115B
$13B INTO ANTHROPIC → NOW WORTH $140B
WAYMO JUST RAISED $16B AT A $126B VALUATION → GOOGLE’S STAKE WORTH ~$95B.
THOSE THREE BETS ALONE ARE WORTH OVER $350B AND THEY HAVE 100’S MORE SMALLER ONES $GOOGL
JUST IN: Google’s $900 million investment in SpaceX has reportedly grown to $100 billion
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The final step before the US govt invests 100B to take a 10% stake in Anthropic ahead of its IPO. Bullish $ANTH
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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How to create billions of dollars from air (space) $SPCX
Step 1:
Buy Twitter for $44B (Oct 2022), fire most staff, lose most ad revenue.
Step 2:
AI startup xAI “acquires" X for $125B - $1B cash generated, zero value created. (Mar 2025)
Step 3:
SpaceX "acquires" xAI at $250B -$1.25T combined valuation.
Nice 100% return in a year. (Feb 2026)
Step 4: List SpaceX at $1.75T, 4% float, get index inclusion rules changed, shorten lock-ups, let leveraged ETFs squeeze it higher. Increase valuation $500B in 4 months. (June 2026)
X stake now up 180%.
Financial engineering masterclass.
Step 5: Combine with Tesla.
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Iran war restarted the day before the largest IPO in history. It ended the next day, the same day SpaceX is about to IPO. Hollywood on a global scale fr. 50ema's look amazing everywhere. Higher. Hyperliquid.
Jun 11
🚨🚨🚨Trump on Truth Social: Based on the fact that discussions with the Islamic Republic of Iran have been brought to the highest level of Iranian leadership and approved, I have, as President of the United States of America, cancelled the scheduled strikes and bombings against Iran this evening. Discussions and final points have been, in both concept and great detail, approved by all parties involved, including the United States, Israel, Saudi Arabia, UAE, Qatar, Turkey, Pakistan, Bahrain, Kuwait, Jordan, Egypt, and others. The Naval Blockade will remain in full force and effect until this Transaction is finalized — Time and place of the signing to be announced shortly.
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Truly the GOAT 🫡
Jun 8
[ ZOOMER ]
LEOPOLD ASCHBRENNER'S SITUATIONAL AWARENESS ASSETS JUMP TO $20B, FUND GAINED ~270% THIS YEAR, ANTHROPIC EQUITY IS NOW 20% OF FUND ASSETS, JANE STREET IS AN INVESTOR IN THE FUND: WSJ
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Taran retweeted
Jun 8
🚨Trump on Truth Social: Both sides, Israel and Iran, are looking to do an immediate CEASEFIRE! Final negotiations on “Peace” are proceeding, subject to ignorance or stupidity getting in its way. The Blockade will remain in place, and in full force and effect, until a “Final Deal” is reached. Things should move quickly. Thank you for your attention to this matter!
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Taran retweeted
Jun 5
never waste a good crisis
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My theory for the timing on Google's $85B sale of $GOOG is that this is them pre-cashing out their Anthropic stake, which is worth $135B currently. Google may sell their $ANTH in the 6 to 48 month window from its IPO, and simply buyback the shares they're selling now. This exercise gives them the cash needed to boost their AI capex straight away.
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^^
Jun 5
SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.
"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.
After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."
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Sources: Anthropic has embedded around half a dozen forward-deployed engineers within the NSA to help the agency deploy Mythos for offensive cyber operations (Financial Times)
(Visit Techmeme dot com for the link and full context!)
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Taran retweeted
JUST IN: US and Japan announce $1,000,000,000 partnership to advance AI and quantum computing
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Taran retweeted
Jun 5
There's a fine line between genius and stupidity
I am a fucking idiot
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Taran retweeted
Jun 3
Love him or hate him he is funny as fuck.
Jun 3
Reporter: How do you define ceasefire?
Trump: In that part of the world, ceasefire is when you're shooting in a more moderate manner
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Taran retweeted
Jun 4
You fundamentally cannot trust Polymarket to resolve markets according to reality.
This is the biggest problem with "Truth Markets" - they're not.
Why would anybody risk a dollar on this platform when they have no idea if the resolution will reflect reality.
Jun 4
hey @Polymarket why are you not talking about the whales you’re protecting in the MicroStartegy BTC sale bid?
is it because 85M USD is at risk if the outcome changed?
POLYSCAM!
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Taran retweeted
Jun 3
Don't know if this will catch on, but Ben Emons of Highline Asset Management calls Sandisk, Marvell, Micron, Intel, Dell, AMD and Broadcom the Parabolic 7
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