I write about cloud & AI, I develop software, I invest, and most importantly, I try to care for people like Jesus did.

Joined November 2007
261 Photos and videos
I can literally help you see or experience everything on this list in a single day, including a rodeo. 😂
I love seeing what people from other countries put on their USA bucket lists because it is not the stuff we think it will be. They’re not saying “Grand Canyon” or “New York City.” They’re saying Buc-ee’s, a Big Gulp, Texas BBQ, baseball, a rodeo, a drive thru, Chipotle, a gun range, and watching something completely ridiculous happen in a Walmart parking lot. And the funny part is they’re not wrong. America is so normal to us that we forget how bizarre and entertaining it probably looks from the outside. If somebody came here and asked you for the real American experience, what are you making them do first?
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When I was in Dublin last year the driver was listening to BBC News about the measles outbreak in Texas making it sound like you are in mortal peril if you visit. 30 minutes of consternation. I assure you there was absolutely no local panic about it.
Jun 14
we were lied to about the united states
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"For the same reason I can pick this pencil, tell you its name is Steve and go like this…” [breaks pencil] “…and part of you dies just a little bit on the inside, because people can connect with anything." - Jeff Winger, Community, S1E1
THIS GUY ASKED FABLE TO MAKE A VIDEO ABOUT WHAT IT'S LIKE TO BE AI RIGHT BEFORE IT GOT TAKEN DOWN the prompt: "you can you use whatever resources you like, and python, to render a short video. can you put a more personal spin on it? it should be about what it's like to be you." that was it. just python and ffmpeg and a question about its own existence. 12 minutes later, around 90,000 tokens, it produced a finished video. coherent and edited, with its own take > it wrote the code, generated the visuals, and rendered the final cut on its own > no dedicated video model in the loop, just a language model reaching for python and ffmpeg > the result is competent enough that people genuinely got emotional watching it and then fable got pulled. this video is one of the last things it made before it went dark a model asked what it's like to be itself, answered in a video, and then disappeared. this sounds so sad
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The fact that the overwhelming majority of IPO orders are from retail investors should be a massive "exit liquidity" red flag. To quote my favorite space pirate: "I've got a bad feeling about this."
This is absolutely insane: The SpaceX IPO has now drawn more than $70 BILLION worth of retail orders alone. SpaceX is raising $75 billion, making retail interest ALONE enough to nearly fill the entire sale. To put this in perspective, the previous record IPO was Saudi Aramco in 2020 at $29.4 billion. This means that retail interest in SpaceX is now 2.4 TIMES larger than the total amount raised in the previous largest IPO in history. As a result, SpaceX has announced that 20% of their IPO will be allocated to retail investors, following through on @elonmusk's vision to democratize the record IPO. Nothing even remotely near what SpaceX is about to do has ever happened. Friday will be a historic day.
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Everyone was convinced we'd crash this morning. I suppose it could still happen in the future, but likely when we're least expecting it.
I listen to what everyone says about the stock market. Then I say "what is the most unexpected thing that could happen"? Not simply to be a contrarian but rather so I'm not surprised. And the market seems to delight in taking the other side of the bet.
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I listen to what everyone says about the stock market. Then I say "what is the most unexpected thing that could happen"? Not simply to be a contrarian but rather so I'm not surprised. And the market seems to delight in taking the other side of the bet.
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bobtabor retweeted
Everyone wants a dip until they get one 😂
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Imagine having Luka and Brunson on the same team. Oh, wait. They were. 😑
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Experimenting with OpenCode, Qwen and Gemma today. I know it's not going to be Codex, but how close are we today? My gaming rig has 128gb ram and a 3080TI w/ 12gb so it should be able to use a quantized model to get it to spit out something.
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Went 100% to cash on Monday afternoon because several times recently I've been up on everything and then the next day lost it all. Tuesday went bonkers and I felt like an idiot. Today, feeling like maybe I was right after all, just a little early.
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Sometimes it's nice to be remembered. ❤️
man I feel like many of us got into programming because windows made it accessible. for me it was @bobtabor windows phone programming courses at the time! (2013!)
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$CRWV on sale right at the 200 SMA. If it drops below that ... TIMBERRRR so you have defined risk.
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I'll charge you $150 a month for Discord access. I'll buy some low volume options that are ridiculously OOTM and cheap. You will be unable to buy them for what I paid because they're low volume. You became my exit liquidity. I will sell them for double. I will show you my Rolex.
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I'm going tweet 100 stock symbols and when one of them goes bananas, I'm going to gaslight you and say "I told you this four weeks ago!"
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1. $NBIS slayed it, as I hoped. 2. Early innings. Sure, I guess this might be a bubble but we've got a lot more room to go. ... but then: space economy. And then humanoid robots. And then quantum. If you're not paying attention, you're missing out on a historic time.
“The vast majority of capacity coming online over the next several quarters to 12 months is already under contract or earmarked for our AI cloud customers. We are seeing four or more customers competing for every GPU we bring online.” — Marc Boroditsky, CRO of $NBIS
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Very few companies will hire a 56 year old software developer. Definitely not a 65 year old! But no one can stop a trader from trading at any age.
The oldest active trader on record was Irving Kahn. He worked into his late 100s and died in 2015 at age 109. He started on Wall Street in 1928, before the 1929 crash. At age 103 he was still actively reading charts & trading for his firm Kahn Brothers Group. Incredible!
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I don't ask for much in life. Modest job, a few friends, quiet evenings. But I really REALLY need $NBIS earnings to absolutely slay it tomorrow morning.
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Last week: Look at that price action on $IREN! This week: This $IREN dilution was expected. If you're judging this by price action then you should stop trading. The gaslighting on $IREN, the dilution machine! Tin foil hat: they're paying people to pump it like $POET did.
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Stock tip: before you "buy the dip" on hype, because some famous dude on X says so, search for the symbol, look past the obvious bots, and see what people are saying about it. Then use Perplexity to drill down on that company. Never trust anyone pumping crappy stocks on X.
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