Using a finance startup to self fund a fusion company, and trying to prevent socialism from destroying America.

Joined September 2017
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Replying to @peterdevietien
Thus I repeat: Socialism is a more immediate threat than AI, nuclear weapons or climate change
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Peter de Vietien retweeted
We need to make the Nuremberg Trials look like a picnic. No one involved must escape the death penalty. Heads must roll.
The Rape Gang Inquiry Report. bit.ly/4uE5odw
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WTI was at $105 less than a month ago. Absolutely surreal move and I think the largest and fastest sell-off since covid.
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The ban on social media for children under 16 is an idea that has merits. But the way it is being done is simply a way to force everyone, including adults, to identify themselves online, creating the most powerful surveillance and censorship architecture in human history.
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government destroys value. in this case, the value of an American education was destroyed in ~40 years. if there’s no marketplace for customers (parents of students) to demand value (quality of education for price paid) by simply going to another service provider (school or educator), it is inevitable that costs will go up and quality will go down. this is true of any service provided by government, which effectively grants itself a monopoly, deleting the opportunity for other service providers to compete in offering better value to customers/citizens…
When Jimmy Carter purchased the teachers’ union’s endorsement in 1979 by establishing the Department of Education, the USA was #1 in education. 46 years and $4.1 trillion dollars later, the USA is #40. We are, however, #1 in cost per student.
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Chanos: The equity market is mispricing specialized AI "neoclouds" (e.g., $CRWV CoreWeave, $NBIS Nebius) by valuing them as high-multiple technology platforms. $NVDA $MSFT $GOOG In reality, their operational architecture mimics asset-heavy equipment leasing businesses. Stripping away the premium artificial intelligence narrative reveals a standard middleman infrastructure: these entities absorb massive debt to source graphics processing units (GPUs) from NVIDIA, wrap them in data center real estate, and lease that compute capacity to hyperscalers and enterprise clients. The underlying unit economics of these neoclouds reflect an asset-leasing risk profile rather than a scalable software model with a moat or barrier to entry. Where financial disclosures are discernable, these operators display modest, mid-to-high single-digit pre-tax returns on invested capital (ROIC). This return profile is highly vulnerable to aggressive economic depreciation. If an operator amortizes its capital base using an over-optimistic useful-life assumption (e.g., 6 to 7 years) while the actual utility of the underlying chips faces technological obsolescence within 3 years due to rapid silicon advancement, real economic ROIC trends toward 0%. The cash flow generation is structurally capped by the hardware's short competitive lifecycle. Over time, the market will discover this...
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SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models. For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon. We look forward to working closely with the Cursor team to advance our frontier AI capabilities
Apr 21
SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI. The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models. Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.
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When unaccountable busybody etiquette police overthrew Nixon (our most pro-nuclear president) for giving them the ick, one of the 1st things they did was create the NRC to scold nuclear for giving ick, so it got women to hate nuclear & went 34 years without giving any new reactor licenses (ie it banned construction of new reactors, even at existing plants). Even today no new nuclear power plant whose paperwork was initiated after the NRC's 1975 creation has ever successfully made it to commercial operation in the US. Over 40 reactors completed in the 1970s vs 0 in the 2000s, 1 in the 2010s, & 2 so far in the 2020s (note that the 2 completed in the 2020s were approved in 2012, & the 1 completed in the 2010s was officially approved in 1973, before the 34 year pause on issuing reactor licenses officially began, but construction was nonetheless indefinitely stalled by regulatory fiat). Obviously this is all the more impressive given how safe & scalable nuclear was, & how extreme & preventable our “Long 1970s” energy crises were, & how feminized the ostensible push for clean energy is. Woman-occupied government is kind of by definition stealing elections, given that it’s about replacing official procedures & authorities & results with easily harvestable norms, & of course the ways they fill out ballots are also especially harvestable by journos academia hollywood insta tumblr etc
Women’s preferences are particularly influenced by social status, which worked great when they were currency for judging men on (masculine) standards. But all our standard-setters feminized hard at once—HR, unis, therapy, admissions, etc—which means our standards are all unmoored
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JUST IN: Spain reveals 900,000 undocumented migrants have applied for legal status under its mass naturalization program — nearly double initial expectations.
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Younger Americans are much less likely to feel that selling explicit content of yourself is morally wrong. But among 18-29-year-olds, women are more likely than men to say that they believe it is morally acceptable.
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Peter de Vietien retweeted
SpaceX Starlink has lower latency than fiber for intercontinental distances. This is because light travel 50% faster through a vacuum, hopping between satellites before returning to Earth. It’s also doing less detours. Sf to Mumbai Fiber : 250 ms Starlink: 120 ms
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$TSLA is undervalued by a lot.
JUST IN: Tesla Robotaxi has recorded zero at-fault incidents since February, according to newly released NHTSA data.
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This is a great idea I can only imagine how many billions are spent by foreign governments to make people in western countries get at each other's throats Because whatever the amount, it's working
Long shot, but one easy way to reduce antisemitism on X would be to introduce an 'Origins' feature under 'View Post Activity', showing where Likes are geographically concentrated antisemitic content is amplified by adversarial states that benefit from undermining the US's alliances and moral authority. its common knowledge that Iran and Russia have both used antisemitic narratives to attack jewish institutions, delegitimize ukraine’s jewish president, and cast jewish conspiracies less well-known - VOA and DoubleThink Lab (article linked below) have reported that china-linked spamouflage networks have been circulating content portraying the US admin as controlled by jews. the analysis found that these accounts often amplify existing tweets to give them the appearance of organic consensus, rather than grow their own accounts the next time i see an antisemitic tweet with 30k likes, i'd want to know where those likes are coming from. if a large share of that engagement is coming from accounts using VPNs, proxies, or unreliable location signals, show that to me, too. ofc this extends past purely antisemitic content - users should be able to see when any divisive political narrative is being disproportionately amplified from abroad. we just have to make provenance visible: who is organically reacting, and who is trying to manufacture the illusion of consensus, especially with the rise of AI. attaching what i think the feature should look like below, and where it should be located
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Peter de Vietien retweeted
The economic illiteracy of the mainstream Democratic party - Warren, Bernie, Newsom, etc - is a false belief 10,000x as damaging as creationism. I’ll take the guy who believes in literal Adam but won’t destroy the system on which all modern life depends, thanks.
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1970s, Chinese Communists chanting these same mantras killed 150k people in a nearby city and ate like 2,000 of them as a display of devotion. Red Guard, Guangxi Massacre, one of many
Elon Musk, on his first day at DOGE, found the specific programs that would result in the most Black and brown people dying and immediately cut them. By 2030, there will be an estimated 15 million dead because of him, more than half children. Elon Musk is a Nazi mass murderer.
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Why should the public fund this?
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Every equity bubble inevitably becomes a credit bubble before it bursts...
AI hyperscalers (Google, Amazon, Meta, Microsoft, and Oracle) have issued 47% more debt in the first 5 months of this year ($159 billion) than all of last year ($108 billion). Their YTD debt issuance exceeds the combined issuance from 2020-2024. $GOOGL $AMZN $META $MSFT $ORCL
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the purpose is not to remove young people from the internet. the purpose is to remove anonymity from the internet in a country where the government routinely punishes dissent with jail. the british caliphate is no longer free.
JUST IN: UK Government clarifies adults will still be able to use social media by verifying their identities with digital IDs, facial recognition, passports and credit cards.
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🚨 BREAKING: The Strategic Petroleum Reserve has just fallen to its lowest level since August 1983- 340.3mb. That's a 42 yr low. No matter where you stand politically, it's a remarkable statistic: America's emergency oil stockpile hasn't been this depleted since the Reagan era.
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JUST IN: Tesla Robotaxi has recorded zero at-fault incidents since February, according to newly released NHTSA data.
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Micron is now trading at over 21x Sales, which is more than double its peak valuation during the dot-com bubble (10x). $MU
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