Personal account. RT = look at this. Fave = bookmark. Stole avi from https://xitter.cf/t.co/hVwp9JH9n0
in a permanent drawdown
Joined April 2009
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Some of the podcasts I listened to this weekend
Cybersecurity, AI, assistants, modular nuclear, Zuckerberg, Affirm, earnings 1/n
Barbarian Capital retweeted
9/n $CME CEO with @tracyalloway @TheStalwart on futures, swaps, prediction markets, and perps. Nice contrast to the "anything goes" policies, and nice contrast to their episode last week with the Hyperliquid guy (link to prior round up at the bottom)
podcasts.apple.com/us/podcas…
Barbarian Capital retweeted
5/n Narration of the long @finkd profile in @colossusmag piece by @colossusjeremy. Prob the best biz profile in a long time. I was too lazy to read it when it came out; this is a good alt.
TL;DR many cross currents, pressures, and changes
podcasts.apple.com/us/podcas…
Barbarian Capital retweeted
4/n Instinct (AI assistant) founder @noahrshinn with @patrick_oshag Lots of interesting info on controlled growth, forecasting compute buys, trust/permissions, $1 bn in transactions (50% travel), how the biz model may play out
podcasts.apple.com/us/podcas…
Barbarian Capital retweeted
3/n @ericschmidt with @NicolaiTang1 also heavy on AI, national/Eu policies, tech waves, personal intensity++
podcasts.apple.com/us/podcas…
Barbarian Capital retweeted
2/n OpenAI president and co-founder @gdb on @NoPriorsPod - science, cybersecurity, and more
podcasts.apple.com/us/podcas…
Barbarian Capital retweeted
2/n
$CRWD CEO on @NoPriorsPod
things got bleak last week on that front, will get worse
podcasts.apple.com/us/podcas…
Barbarian Capital retweeted
Some of the podcasts I listened to this weekend
Cybersecurity, AI, assistants, modular nuclear, Zuckerberg, Affirm, earnings 1/n
Barbarian Capital retweeted
5 years ago: Starlink is such a stupid idea. Anyone wasting money investing in this Musk scam deserves to lose everything.
Today: Starlink is essential to the defense of an invaded nation. Access to Starlink is a human right! Nationalize it!
Barbarian Capital retweeted
Striking detail in the big NYT piece on Taiwanese families adjusting to working at the huge new TSMC chip plant in Arizona: their surprise at the lack of rigor in US schools.
SpaceX closes $40 billion debt deal for AI chips, Elon Musk says $SPCX cnbc.com/2026/10/26/spacex-c…
"Fatalities of commercial sailors caught in battle between Russia and Ukraine are outstripping deaths in the Gulf"
The Black Sea is now the world’s deadliest shipping route ft.com/content/8c874f60-0041…
Enough golfers commit to LIV 2.0 to keep hopes of new league alive ft.com/content/935f19bc-bb43…
FBI Explores Espionage Case Against Saudi OpenAI Suspect wsj.com/us-news/law/fbi-expl…
"Ten companies—including Nvidia, Micron and other AI giants—account for roughly two-thirds of corporate profit growth."
The Earnings Boom Is Heavily Reliant on Just a Handful of Stocks wsj.com/finance/stocks/the-e…
the voting will continue until the desired outcome is reached
Lula Clings to Power in Brazil Election Upset wsj.com/world/americas/lula-…
AstraZeneca Readies New Portfolio of Targeted Cancer Therapies $AZN wsj.com/health/pharma/astraz…
