Wow
Let’s make sure the entire world understands. In Brazil, judicial rulings in connection with federal elections are made by the court that has been in place for that very purpose, the Supreme Electoral Tribunal (TSE).
@LulaOficial requested to the TSE that the polls be extended by two more hours in the entire country, citing “transportation problems.” Who controls the transport system? Lula’s government surely more so than a senator running for president.
Instead of waiting for a TSE ruling. @LulaOficial immediately asked Brazilian Supreme Court (STF) justice @Cristianozaninm to order the polls remain open WITHOUT any TSE ruling. Within minutes (did Zanin even read the filing?), the polls were ordered to remain open by Zanin.
The STF has 11 justices. What did Zanin do before becoming an STF justice? Oh yes, he was Lula’s criminal defense lawyer in his corruption cases.
If this blatant rigging of the elections will be used to announce that Lula won, is Lula seriously expecting anyone in the international community to recognize that as a free and fair election? He knows nobody will.
Has the desperation reached a point that today is the day the mask fully comes off and Lula becomes the next Nicolas Maduro? For the sake of Brazil, I pray that is not the case.
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
The way to think about this is:
How many super smart and dedicated people do you want to hire? And they keep getting better.
Zooming out, GPUs are still renting ahead of a standard 6-year depreciation schedule
Rental price vs. schedule:
- H200: +143%
- B200: +111%
- RTX PRO 6000: +73%
- H100: +54%
- A100: +9%
Most of the gap opened up after April, when token demand took off
Charts of the Week: a16z.news/p/charts-of-the-we…
Replying to @FilmLadd
This is indeed one of the main reasons that Starlink must remain a civilian operation.
It can be used for infrastructure that is military, but it cannot be used for unequivocally offensive strikes that make it fair game to be struck back.
An adversary blowing up Starlink satellites would create a domino effect of destruction that would generate a vast field of debris making space unusable.
Replying to @johnhawkinsrwn
Yeah, this retard is so fucking dumb that he doesn’t realize that our policies serve the Ukrainian people.
Pieces of shit like this want the war to continue until every last man in Ukraine has died in a ditch.
They are utter scum of the Earth.
Disutorakuto retweeted
Why $TSLA stock will SOAR higher than $SPCX stock at least in the short term.
@JOBhakdi had a very interesting theory on how Tesla stock could move higher than SpaceX in the short term due to what investors are willing pay for the forward earnings. He uses $MU as a prime example towards SpaceX's AI compute before it goes orbital.
Very interesting theory!
What do y'all think?
If you hang out with happy, optimistic, and ambitious people, it'll rub off too. That's why pruning your social media algorithms is so key. Don't psyop yourself into a depressive hole.
What you've described there is not some "alternate" explanation to suicidal empathy, it is part and parcel of the framework of suicidal empathy (stroking my luxuriant hair in the Mirror of Moral Preening). Perhaps read my book before you pontificate. @friedberg
Rather than having on your podcast someone to talk about what is not suicidal empathy, how about having the author of suicidal empathy on?
@Jason @chamath @DavidSacks
David Friedberg says this isn’t Suicidal Empathy, these are Armchair Do-Gooders.
He is referring to the French woman, who yelled “Do you know who I am? I am an activist who advocated for you all” as rioters destroyed her store.
FRIEDBERG: “The look on her face, which was like, ‘What the hell happened,’ is meant to be this moment that sort of captures the zeitgeist of what some people call Suicidal Empathy, but I think it’s much more about being an Armchair Do-Gooder.
An armchair do-gooder is someone who kind of sits at home in a nice home in the suburbs or wherever they live, and they say, ‘Let all the people in, take care of all the people.’ But as soon as the people show up to their front step and says, ‘Can I come and stay in your house?’ the answer is no, of course not.”
“Someone else has to deal with it. Someone else has to house you. Someone else has to feed you. Someone else has to give you a job.”
We’ve all seen this play out in the man-on-the-street interviews where people say they support policies that let immigrants in, but when it’s time to house them, suddenly they have no room.
JASON CALACANIS: “We called this Limousine Liberals.”
There have been many names for this. Rob Henderson calls them luxury beliefs… Open borders is one of his own examples.
Everyone always seems surprised to find out their actions have consequences.
Replying to @MatthewDR @DougDeMuro
They still think the news is real
Disutorakuto retweeted
8 hours in, and I couldn't resist checking ...
We have collected the signatures of shareholders representing
- 8 million shares
- representing $3b at today's closing
Well done, frenz.
🚨✍️
Calling on the Tesla Board & Special Committee to pursue a merger with SpaceX.
The shareholder letter is live. Read it and sign if you agree. Share it with friends & family.
Thank you to @Amy787 for drafting this so well.
surveymonkey.com/r/mergealre…
We want the combined company focused on building, not bureaucracy.
















