Hobbyist intellectual & consigliere to elite tech startups. Dad to 3 w/ Mrs. of 15+ yrs. @UTAustin (Philo/Econ)+ @Harvard_Law. Geopolitics is my sportsball.
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Joined November 2010
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José Ancer retweeted
If I read this set of cot tokens from a large language model I am shutting down all the powerplants
Elizabeth Holmes' handwritten notes to herself from her Theranos days. These notes exude authenticity and warmth. This is not a person who treats herself as an instrument to be optimally calibrated for power, status, and influence: robkhenderson.com/p/a-guilty…
José Ancer retweeted
Anthropic $ANT quarterly revenue and operating income:
ALT Bar chart of Anthropic’s quarterly revenue and operating income from Q1 2025 to Q2 2026. Revenue rises from $0.4B to $11.6B. Operating income goes from losses of $0.9B, $1.2B, $3.1B, $2.8B and $1.7B to a $1.0B profit in Q2 2026.
José Ancer retweeted
My most recurring thought over the last few years has been:
“goddam the founding fathers were geniuses to structure our system they way they have”
and
“thank god for the first and second amendments in equal measure”
You don’t appreciate what you have until you see others go without. There is no backup plan. Never blackpill.
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José Ancer retweeted
The lesson from Lula winning (after Bolsonaro was priced ~82%) is that prediction markets are just a function of polls—which are increasingly unreliable.
There’s no signal from betting odds… just more opportunity to speculate. Expect a lot of “surprises” during midterms.
José Ancer retweeted
No, #China's stock market has *always* been a black hole for suckers looking for decent long term returns.
The Shanghai Composite today remains about 40% *below* its 2007 peak.
Compare that to +400% for the S&P 500 in the same window.
José Ancer retweeted
Vibes are immaculate.
José Ancer retweeted
The U.S. has a trillion dollar defense budget
It also has dudes like this, just in case
Writer: Michael
José Ancer retweeted
Based
Correct.
Using Starlink, a civilian commercial service, for offensive drone strikes to kill people has never been allowed, nor should it be.
Starshield, a different system, is controlled by the US government. What they decide to do is up to them.
Ukraine military violated Starlink terms of service and used it for offensive drone strikes to kill people. That loophole was closed last week.
Starlink remains critical to the defense of Ukraine, as it is the only system that cannot be jammed or blown up, at least for now. Were Starlink to be turned off, the Ukrainian front line would collapse immediately. This is NOT a threat, it is simply a statement of fact.
Starlink was also crucial to preventing Russia from overrunning Ukraine in the early days of the war, as all other means of communication were destroyed or jammed by Russia.
SpaceX has done more to defend Ukraine than any private company on Earth BY FAR.
That said, I have nothing but UTTER CONTEMPT for the virtue-signaling evil warmongers who push for endless slaughter and offer no realistic solution to the conflict. May you burn in hell.
End of story.
José Ancer retweeted
This is why concealed carry exists
Dog bites kid, parent kills dog
José Ancer retweeted
The point of no return by Richard von Mises is worth reading:
"A state becomes almost unreformable when the majority of the population is financially or structurally dependent on the state (state employees, civil servants, recipients of subsidies, grants, or transfer payments, etc.). As soon as those who net benefit from or are supported by the state outnumber those who do not, the system blocks reforms, since the majority votes out of self-interest for the preservation or expansion of state services."
Does this sound familiar? Some European countries, France, Belgium, Finland are already way beyond that point, closely followed by Germany, Spain, Austria and Italy. It works for a while, as long as markets buy more sovereign debt at reasonable interest rates. The party ends when they stop though. For France, they stopped this month, Belgium will be next.
The longer the socialist illusion persists, the more painful the inevitable cuts and adjustments will be. It’s pure arithmetic. Good luck Europe, good luck Euro. Buckle up, it won’t be pretty.
José Ancer retweeted
One key conclusion of Greenback Empire: so far as China's regime remains the same, USD asset will continue to be in demand. Even wealthy Chinese don't prefer to hold RMB asset; and some of the most firebrand anti-US nationalist writers are found holding US property
Wealthy Chinese move offshore money to U.S. banks as Beijing’s tax net widens cnbc.com/2026/10/23/wealthy-…
José Ancer retweeted
Ken Griffin on France and socialism…
"Paris should be a real wake up call to every single American. Government spending is 60% of their GDP. It’s the socialist dream the left talks about. That dream comes down to how much you can take from others. It doesn’t belong in America."
