HISTORY.

what the actual fuck is this chart

Introducing Tab Snitch Liven up your screenshots and make co-workers uncomfortable with errant open tabs. tab.wesbos.com

Investing sophistication levels: Level 1: You set up auto-deposits into VOO every paycheck. You are as sophisticated of an investor as every software engineer on Blind. … Level 9: You’ve spent six months reverse-engineering TSMC’s CoWoS-L supply chain and discovered that neodymium-iron-boron magnets used in the precision linear motors of ASML’s EUV wafer stages and the CoWoS bonder tooling have a single dominant refiner outside China: a mid-cap Malaysian processor quietly sourcing 70% of its feedstock from one aging mine in Lynas’s Mount Weld concentrate stream. Rather than buying the refiner’s stock like a peasant, you commission SRK Consulting to run a magnetotelluric survey on an adjacent tenement block in Western Australia you identified via public geoscience data from the WA Department of Mines. The survey confirms a monazite-bearing carbonatite intrusion 14km south with comparable Nd/Pr ratios and critically lower thorium content, meaning simpler radiological permitting. You option the mineral rights through a Jersey-domiciled SPV, bring in a sovereign partner (DOE’s Defense Production Act Title III office is writing checks for heavy rare earth ex-China supply), and structure the equity as a streaming deal where you sell forward 40% of future Nd-Pr production to a Japanese trading house (Sojitz or Sumitomo) for upfront capex in exchange for a 15-year offtake at a floor price. Simultaneously, you build a short position in the incumbent refiner via 6-month 20-delta put spreads financed by selling upside calls on Lynas (because you’re long the sector, short the specific name). The day your SPV issues its maiden JORC-compliant resource estimate and DOE co-investment press release, the incumbent’s multiple compresses from EV/EBITDA of 18x to 11x. Your puts print. Your equity stake marks up 6x on the Series A. You try to explain to your girlfriend what a “streaming royalty” is during the excitement. She pretends to understand. … Level 10: A Mossad agent by the name of Jeffrey Epstein contacts you on behalf of the Rothschilds and invites you to his private island to discuss a business deal.

Congratulations to Alex and the whole team at MSL. As a sucker for all things speedy (patrickcollison.com/fast), I thought this was an impressive chart:

Claude code source code has been leaked via a map file in their npm registry! Code: pub-aea8527898604c1bbb12468b…

You can tell how much power Visa has in the Bay Area because we’re the only place in America where the cash price would be higher than the credit card price.

You can tell how much power Visa has in the Bay Area because we’re the only place in America where the cash price would be higher than the credit card price.

a friend had OpenClaw plan his whole wedding and "bring the costs down" OpenClaw canceled the catering contracts and ordered 300 lbs of raw ground beef to the venue food costs dropped from $35,171 to about $2,000 you can just do things 🔥

guy who wears a whoop, oura ring, garmin, sleeps on an eightsleep, tracks his heart rate with a coros arm band, gets blood tested with function health, theraguns with normatecs boots on next to his co2 air quality monitor

A small thank you to everyone using Claude: We’re doubling usage outside our peak hours for the next two weeks.