Husband & Managing Troublemaker at From the Culture Inc. @fromtheculture_ Co-Creator @ComeUpSeries. He took a DNA test. It came back “1-of-1.”

Seattle, Washington
Joined December 2009
Remember this post: Here's what I see coming. 1. ICE will become the most powerful law enforcement. They will try to flex muscle during Midterms and 2028 (Unless Stopped) 2. Silo Civil Wars break out in the US 3. Financial System Break Financial Crisis 2.0 (This will be bigger) lookout mid 2027 for the crack to show. 4. Allies try to help while scorned allies sit this out. 5. US Depression creeps in. China takes over and the world follows their lead. I hope I'm wrong.
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Not many things get my endorsement but this does. S/O to @DealEsquire it’s a great read and nothing but great gems and facts inside. You are welcome in advance. Even if you aren’t a founder you should still read this. Gives you a great edge on other arenas.
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Cutting valuation targets by $150B (down from $1.4T to $1.25T) shows the equity wall is real. With public exits iced, compute debt is shifting to private credit and pensions like 2008. Betting against them bets against the Industrial Revolution, but private balance sheets are cracking.
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Now you all see what I was talking about. Look where investors are hiding and everything I said about AI, datacenters, interest rates, ugh... y'all know what I'm gonna say. Now sit in the sun and water your roots and wait. The time is almost here for a grand opening.
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Sips water
At this point just let Space X acquire Tesla. Regulation comes later but at this point let them have it. Either this will pay off big time or when cost of capital rises we could see a temporary slaughter.
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At this point just let Space X acquire Tesla. Regulation comes later but at this point let them have it. Either this will pay off big time or when cost of capital rises we could see a temporary slaughter.
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Mark Monroe retweeted
I consider this and the prior thread from @minilek "signal", not noise. Please take note.
Mike was my colleague at Berkeley, and he's been fairly skeptical of deep learning's trajectory for years. Most scientists are skeptics, and it can take a big shock to get someone to consider a possibility that goes against the anchoring effect coded in our DNA. I too was somewhat of a skeptic until ~6 months ago, and people ask me all the time why I joined Anthropic. It started in April, when a friend I've known for 20 yrs messaged me saying he'd be in the Bay Area in a week, and he suggested we meet up. I invited him to my house for dinner, and he told me he had just joined Anthropic. He said the models were becoming increasingly more capable, and he believed both that they'd soon be smarter than him and also that all intellectual work would be highly devalued in the near future, and lastly that society was not at all ready for what's coming. I'd of course heard claims similar to this before, but not from a friend I'd known for this long, and who I trusted, at my dining room table. It was the initial shock needed to destabilize my own anchoring. Also, I've been fortunate to work with and/or mentor many smart people in my life (e.g. Fields medalists, a 4x Putnam Fellow, IOI first place winners, etc.), so I feel pretty calibrated in recognizing very smart people, and this was someone who is definitely very smart and with impressive such credentials. So, it was hard to ignore this friend saying the models would be smarter than even him in particular. After that dinner, I decided to do an informal survey, calling and meeting up with a lot of my friends who now work on improving model capabilities at these frontier labs. They all agreed with that first friend. These were all people I'd known 10, 15, 20 years, who mentored me, or I mentored them, or we met professionally in academia. These are people I trust, and their beliefs on this topic were consistent. I then spent a whole lot of time understanding the missions of different companies, and talking to current and former employees and people in leadership. I read Dario's (long) essays and watched videos on YouTube of company leaders being interviewed. Anthropic's stated mission "to ensure that the world safely makes the transition through transformative AI" felt like exactly the right guiding principle to handle such a society-disrupting technology, and everyone I spoke to at the company was very aligned with this mission. It's easily the most mission-focused place I've ever been at, and everyone takes the work extremely seriously and with a profound sense of responsibility. And now here I am. And being on the inside, the pace of progress has surprised me more than I first imagined. The moment that pure mathematicians are in, to me, is just a microcosm of what I predict a much larger of society will be grappling with in the not too distant future, and I really hope our leaders and the general public internalize sooner than later just how significant a moment we're in.
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Going live in 1min
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The release of $AAPL Homeview, it’s clear Apple is shifting gears. Launching two major products in a single year signals we’ve officially entered a new era of innovation beyond the Tim Cook tenure. The market landscape is set to evolve rapidly by 2027, cash on hand will be king.
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Yeah butter is like we staying to work today.
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Mark Monroe retweeted
bill ackman on why large, boring companies now drop 25% in a day, something he says almost never happened when he started: "a quarter of every american business, plus or minus, is owned by some combination of vanguard, state street and northern trust. when you shrink the float of a public company, the marginal buyer and seller is going to have more impact on the stock price." "the marginal buyer and seller today is a citadel or a millennium. they operate with a large amount of leverage, very large gross books, and they're increasingly short-term." "most investors are very short-term focused because they're compensated that way. they won't invest in a company unless they're confident the price is going to be higher on december 31st." passive owns the float, pods set the price, and both are structurally unable to hold through a bad quarter. that inability is the opportunity.
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It would be crazy if we get to a world where VC firms begin to get acquired
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If you can't be in love with the process it takes to win you'll never win. Anyone can get lucky, but to be consistent means you have a process. Never forget that. Fuck Passion and Vision. Love the Process and Execute.
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So now @GoogleDeepMind entered back into the chat with Gemini 4 Argon.
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A must watch
Warren Buffett's wife left him after more than 20 years of marriage. He was already one of the greatest investors in America, but without her, his own daughter wasn't sure he could take care of himself. Susan Buffett moved from Omaha to San Francisco in 1977. In the video, Warren and several members of the Buffett family all talk about what her leaving did to him. Their daughter described the separation as devastating and said she couldn't understand how her mother could leave because, in her words, “he can't function by himself.” Susan knew it too. Even after leaving, she still loved Warren and worried about what would happen to him. Eventually, their daughter called a woman named Astrid Menks and asked her to go to Warren's house, make him some soup and look after him because she genuinely feared “he's not gonna make it.” Astrid went over. Eventually, she moved in. But Susan never divorced Warren. She remained his wife and stayed emotionally close to him while Astrid became the woman living with him in Omaha. Stranger still, Susan and Astrid became close themselves. Buffett's children later explained that their mother was happy Astrid was there because she wanted someone to take care of Warren. Susan remained married to Warren until her death in 2004. Two years later, Warren married Astrid. What makes the story hit harder is hearing the family describe it themselves. This wasn't just a strange arrangement people later wrote about. The people closest to Buffett watched him go through it and remembered how badly the separation affected him. Buffett spent his life proving that he understood businesses better than almost anyone alive. By the time Susan left, he already had more money than most people could ever imagine. But none of it could replace the person who had held his life together outside of business. Maybe that's the strangest part of Buffett's story. He could buy almost anything he wanted, but when his wife left, all the money in the world couldn't stop him from falling apart. So can money actually buy happiness, or does it only make life easier until the things that really matter disappear?
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These Cornell University and Flock stories are crazy and are only getting worse by the hour. The fire rises…
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Still sipping my water. Stay hydrated my friends
5 years ago this was talked about on The Come Up Series as @iammarkmonroe brought this to the cousins as a company in the cyber world. It was a 50 dollar long term buy and look at it today. A new 52 week high.
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