You can't borrow conviction
Joined May 2017
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- Followers 667
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94 Photos and videos
This is a fantastic post by Mark
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Odysseus Gordon retweeted
Jun 12
"Take the fiction out of science fiction" - Elon
quote hits hard
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Jun 14
#TACO trade
Jun 14
The agreement between Iran and the US states that both countries will respect one another's sovereignty and will not meddle in each other’s domestic affairs, according to foreign minister Araghchi -NYT
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Interesting
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Jun 13
I’ve completely maxed out my entire plan multiple times even paid for more just use fable five this stuff was crack truly a game changer
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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Jun 12
"The benefit of focus is immediate. The benefit of synergy is theoretical... Focus compounds. Diversification dilutes."
- Josh Adams
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Odysseus Gordon retweeted
Jun 12
Investors are not short on data. They are starving for conviction.
Matt Wells on the real bottleneck:
"It's not the data that's the problem. It used to be, if I can find this one piece of data or this one person to talk to, maybe I can have conviction. Now it's I have too much data to sift through. How am I possibly gonna get through all of it to find that conviction?"
Then he dropped the Gartner number that should worry every IC:
"The floor minimum, between three and twenty-five percent, general AI error rates. If you're three percent wrong, hard to trust anything coming out of it."
3 percent is the floor. 25 percent is the ceiling. Both rates would get a human analyst fired.
And yet billions in capital are being deployed on outputs from models that confidently make things up somewhere between 1 in 33 and 1 in 4 prompts.
The edge is not the model. The edge is the source data the model is grounded in.
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Jun 12
$SPCX WILL ONLY START TRADING AT 10
Jun 12
SPACEX IPO WILL BE QUOTED AT 9:50 AM ET, TRADING TO START AT 10 AM ET.
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Jun 12
Those Bitcoin Maxis, HODL and poster child of bitcoin:native sold.
Jun 11
This is wild. When Sorkin asked him straight up what THE COMPANY would do if BTC stayed down:
"We're not going to be selling, we're going to be buying." Plus "every quarter forever" and refinancing debt before selling.
The receipts:
Jan 2022: Bloomberg asks if STRATEGY would sell: "Never. No. We're not sellers."
Feb 2025: "Never sell your Bitcoin" (X)
Feb 2025: Rule 20 of his 21 Rules: "You do not sell your BTC"
Feb 2025: "Sell a kidney if you must, but keep the Bitcoin"
Feb 2026: CNBC, asked about THE COMPANY: "We're not going to be selling, we're going to be buying"
May 2026: earnings call: "probably sell some Bitcoin to fund a dividend"
Jun 2026: 8-K: sold 32 BTC
"I never said the company would never sell" is just not true. He said exactly that. On camera. Twice.
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Jun 11
This is primarily because of LP’s needing to their DPI in teens whereas , the 2020/2021 vintage is virtually zero.
This will provide a liquidity event, and also way to trade private companies from original holders to new holders. Very interesting
Jun 11
$C - CITIGROUP TO LAUNCH TOKENIZED SECURITIES OF PRIVATE COMPANIES, BANK SAYS
NEW VENTURE WORKS THROUGH DEPOSITARY RECEIPTS THAT ARE TOKENIZED, CITI SAYS
INFRASTRUCTURE TO PAVE WAY FOR OTHER BANKS TO GET INVOLVED, CITI SAYS
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Jun 8
SpaceX is not case for Telecom or even Spaceports, it’s for the solving bottleneck for compute/cluster problem utilizing low latency data center in SPACE.
Cooling cost zero
Power Free ( ☀️)
Hurdles - make sure the rocket doesn’t blow up
Compliance- none
Jun 8
Only 4 public tech companies are growing 30% if you strip out the AI infrastructure trade.
That is the scarcity premium behind the coming SpaceX, OpenAI and Anthropic IPOs.
Matt Witheiler at Wellington, which manages $1.3T:
"the number is four public companies that are forecasting and have consensus forward revenue growth of thirty percent or more year over year."
Growth did not disappear. It moved private.
When it comes back public, allocators will not treat it like supply. They will treat it like oxygen.
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Jun 7
I take back what I said about Monaco GP, racing G0ds have blessed most experienced Driver on the grid with a point! @alo_oficial
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Jun 7
This is an insane coincidence
Jun 6
2017 Monaco qualifying:
• A driver named Kimi takes pole by 0.043s ahead of a driver who won 4 straight titles for Red Bull
2026 Monaco qualifying:
• A driver named Kimi takes pole by 0.043s ahead of a driver who won 4 straight titles for Red Bull
AN INSANE COINCIDENCE 🤯
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Jun 7
When they tell Chicago booming, show them
This chart
Yes, the Chicago Board of trade building was surrendered to Apollo Mgt due default
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Jun 5
Common sense prevails:
S&P Dow Jones Indices completed its latest review and made no changes to its index inclusion rules.
As a result, if SpaceX goes public, it will not be fast-tracked into the S&P 500. Under current rules, newly public companies generally must complete a 12-month seasoning period before becoming eligible.
While SpaceX could be added to FTSE Russell and Nasdaq indexes shortly after an IPO, S&P 500 inclusion would likely occur in mid-2027, assuming all eligibility requirements are met.
This is a notable distinction for investors, as S&P 500 inclusion often drives significant passive fund and ETF demand.
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