Investor. Writer. Investing: SK Ventures. Not often found in cities.
Joined September 2007
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Defrag retweeted
Jun 13
USA. A breakfast counter. The waitress recommended the biscuits and gravy, and when the plate arrived, I thought something had gone wrong in the kitchen.
I say this with shame. The dish looked like a construction site after rain. Pale mounds. Gray ladle-fall. Speckles I could not identify.
In my land, the eye eats first. A meal is arranged like a garden. This meal was arranged like weather.
"Is it… finished?" I asked, carefully.
"Honey, that's what it looks like."
The man beside me was already eating his. He did not look up. "Just try it."
I am a man who has charged hillsides at dawn. I raised the fork. I tried it.
I must now formally apologize to the biscuits, the gravy, the waitress, the kitchen, and the entire breakfast tradition of the American South.
It was magnificent. Warm. Peppered. The biscuit drank the gravy the way a field drinks rain — THAT is why it is shaped like that, you fool — and every mound I had insulted was a soft fold of comfort that my homeland, in eight hundred years, never once thought to invent.
"Well?" the waitress asked.
"I judged it," I confessed. "By its appearance. I am ashamed."
"Everybody does, hon."
Everybody does. A national dish that forgives you for doubting it. It expects the doubt. It waits for you on the other side of it.
Do not judge the gravy by its face. Judge yourself, for hesitating.
I order it every Saturday now. I no longer see the construction site. I see only the garden.
It was a garden the whole time. The eye must be trained.
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Own it. Don't own it. Whatever. Today was just fun -- and it reminded me of what true entrepreneurial optimism looks like.
It was a historic day for markets.
Over 500 million shares of SpaceX, $SPCX, were traded today, with volume exceeding $80 BILLION.
SpaceX is now the 7th largest public company in the world.
Congratulations to all!
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Europeans discovering actual America is the content I didn't even know I needed in 2026.
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That peak on the left may be when the "thou shalt not sell" periods being imposed on retail (via Fidelity, Schwab, etc) unlock....
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We've actually paused our startup investing in software (b2b) because it's completely unclear how AI can't simply mimic any product that has been built.
Jun 12
If Adobe goes to $85, I’d buy it.
If Salesforce goes to $65, I’d buy it.
If ServiceNow goes to $45, I’d probably buy it.
Until then, there simply isn’t enough margin of safety.
All software is vulnerable. You have been warned repeatedly.
Buy the disruptors, not the disrupted
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LOL. See, that's funny.
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NEVER underestimate the ability of a Bass Pro Shop to be a perfect ambassador....
Jun 11
We found another surreal place on our way. I know some people will say I’m too positive about everything I see, but this place was crazy. They had a shooting range in the store.
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He discovered Buc-ee's. I love this.
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LOL
Jun 9
there’s a German guy named Freddy here for the World Cup
as far as I can tell his meals on Monday were:
Waffle House at 1 AM
Wendy’s for lunch
Chili’s for dinner & NBA Finals Game 3
little does he know he just earned his citizenship, that was the secret meal combo to unlock it
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Defrag retweeted
MORGAN STANLEY TO ALLOW HOUSE PETS TO BUY SPACE X IPO SAYS OPEN ACCOUNT IN PETS NAME FUND ACCOUNT AND BUY SHARES 50 DOLLAR MINIMUM EXCEPT FOR RETRIEVERS RETRIEVERS MUST HAVE MINIMUM 1K DOLLARS
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Is this a joke?
Jun 1
Strategy (Micro) sells Bitcoin, $2.5 million. May have to reevaluate pro-bitcoin stance given how much Strategy has propped it up. Key trampoline for years. Some say manipulation. I think that's too strong
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I've been using the @camelfinance indicator to swing trade space stocks into the SpaceX IPO, and, well....it's been a blast (sorry, bad pun).
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Defrag retweeted
May 28
Great look at the SpaceX shares unlock schedule as well as the potential passive buying schedule from @JSeyff @FrancisSharoon Depending on the early post-IPO returns, this could really play with and disperse the returns of "passive" funds (which is why there's arguably no such thing as passive). $SPCX
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Defrag retweeted
Dickens: It was the best of times, it was the worst of times.
Schrödinger: Nice.
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Yep. Maybe the most interesting story of the week.
May 16
Anyone looking at the business plan for a factory that they intend to run for 15 years…
This is your wake up call.
The next industrial revolution is already here.
Not next year, not 5 years from now, today.
Your planning, your capex allocation, all of it is disrupted today.
Figure is approaching 100 hours of uninterrupted livestream, showing their product manning this sorting station. This was unimaginable 5 years ago.
You need 6 human workers under US law to do this with breaks, shifts, holidays and sickness cover. Figure is doing it with 4 humanoid robots.
This “team” of robots have sorted 95,000 packages in 75 hours. That’s 1,250 items / hour.
Nobody enjoys doing this sort of work, nobody does this in their free time. Not one person.
Just like nobody enjoyed hand picking tons of vegetables out of wet soil 300 years ago.
The revolution is here, and it’s televised.
There are still people who think factories are going to have specialist robots and that the humanoid form isn’t going to work out?
Pfft.
Maybe that happens too, but that doesn’t mean a lot of factories aren’t going to go with generalised humanoid centric layouts.
With a humanoid form factor, I see incredible spares strategy, planned obsolescence, residual value, agile production scaling, they can even start in existing factories.
Also…
Jevons paradox takes this economy to unknown heights, the price of everything is going to collapse towards the cost of the raw materials and the cost of raw materials and energy are the only really throttle on this economy.
May you live in interesting times.
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So help me God, if anything happens to Capt Tony's (one of the best bars in America) or Blue Heaven (THE BEST breakfast in America), I will be demanding retribution of the most severe sort.
BREAKING: Cuba has acquired more than 300 military drones and has begun discussing plans to attack the US base at Guantanamo Bay, US military vessels, and possibly Key West, Florida, per Axios.
Details include:
1. The threat is being described as potential "pretext for US military action"
2. CIA Director John Ratcliffe traveled to Cuba on Thursday and warned officials against engaging in hostilities
3. More US sanctions against Cuba could be announced this week
4. US intelligence says Cuba has been acquiring attack drones of "varying capabilities" from Russia and Iran since 2023
Key West is just 90 miles north of Cuba.
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