John M. Spallanzani retweeted
UFC CEO DANA WHITE DECLINES TRUMP'S OFFER TO BECOME PRESS SECRETARY, SOURCE SAYS -CNN
John M. Spallanzani retweeted
I’m old enough to remember: “Nibble at 3600 SPX, bite at 3300, gorge at 3000.”
John M. Spallanzani retweeted
@carlquintanilla how bout $SPX 1342 circa morning of June 2012 $SPY $QQQ #AI a buddy sent on Friday whilst looking for an old employment contract! Lolo
John M. Spallanzani retweeted
Does the #tech sector have more room to run?
"This year, yes possibly, but over the next 10 years...the sky is the limit," says @JohnSpall247
John M. Spallanzani retweeted
Here's why @JohnSpall247 says the bull thesis for the market is still intact
John M. Spallanzani retweeted
Here's why @johnspall247 says he's still "steadfastly bullish" on the market:
John M. Spallanzani retweeted
Ethereum ethereum:native
There is no substitute
Among all smart contract platforms, Ethereum $ETH is #1 in stablecoins, tokenized assets, applications, developers, and investment products.
The financial system is being redesigned. Ethereum is leading it.
Read more on The Stack by @LowBeta: grayscale.com/the-stack/ethe…
John M. Spallanzani retweeted
In 2014, I bid $632 for Bitcoin when the market price was $618.
I bought around 30,000 BTC at the US Marshals auction.
The possibility of a different financial system drew me in. If Bitcoin transformed the world economy, the difference between $618 and $632 would barely matter.
I shared that story with @ Yahia Amin in a conversation about the dollar and Bitcoin.
Thank you, Yahia, for bringing this conversation to your Bengali-speaking audience.
Listen to the full interview:
facebook.com/reel/3977494819…
John M. Spallanzani retweeted
Republicans lost ground with every group Trump won in 2024, except white evangelicals.
John M. Spallanzani retweeted
Important idea and well presented
There isn’t one model that’s best at everything anymore.
Choosing the right one for each task (without sacrificing quality or paying more than you need to) is a hard engineering problem.
That’s what we’re working on with Auto in Copilot.
Today, more than 90% of Copilot queries use Auto to dynamically route work across models and optimize for quality, speed, and cost. In this video, I share how it works and chooses the right model for the job...
John M. Spallanzani retweeted
Teams are the real unit of work. AI should make them sharper together, not just faster alone!
@noah_weiss and team are charting a new path in the age of agents. Couldn't be more honored to back Scuba.
Today @dolapo and I are introducing Scuba, the shared context engine for teams and their agents.
Never lose a great idea. Capture anything, share what matters, and keep your people and agents aligned as you move faster together.
Everyone is moving faster on their own with AI. But so few teams feel they’re moving smarter together.
The models aren't intelligence bound anymore. They're context constrained.
Scuba is the shared memory your team has been missing. Put it to work in Slack, Claude, ChatGPT, Cursor, and any tool that supports MCP. We run our whole company on it, with under two hours of meetings a week.
We’re emerging out of stealth with $34M. We’re grateful to @accel for leading our pre-seed and co-leading our seed with @ivp, alongside @BoxGroup, @conviction, @homebrew, and @ScribbleVC. Our angels include the founders of Slack (@stewart @iamcal), Instagram (@mikeyk), Stripe (@patrickc), LinkedIn (@reidhoffman & Jeff Weiner), Salesforce (@parkerharris), Datadog (@oliveur), Vanta (@christinacaci), Harvey (@winstonweinberg), Dropbox (@drewhouston), Abridge (@ShivdevRao), Duolingo (@severinhacker), Granola (@cjpedregal), Warp (@zachlloydtweets), Zynga (@markpinc), Groupon (@andrewmason), Coda (@shishirmehrotra), Opendoor (@ericwu01), and Flatiron Health (@zachweinberg).
scuba.app
John M. Spallanzani retweeted
BREAKING: Trump has offered Dana White the job of press secretary.
Sky's @jonathansamuels talks to US political analyst Calvin Dark about the president's decision.
news.sky.com/story/midterms-…
📺 Sky 501
John M. Spallanzani retweeted
FEDWATCH:
“.. tech is nursing a 15% pullback, leveraged tech a 55% drawdown, and $SOXL an 84% collapse from its peak.
.. A sharp V-shaped rebound would let 3x funds claw back quickly, while a grinding chop would keep them pinned far below their highs.”
@Marcomadness2
John M. Spallanzani retweeted
Interesting
BREAKING: Google’s parent Alphabet added another 3.85 million shares of SpaceX in Q3, its latest SEC filing shows.
Alphabet held 555 million shares worth $83.7 billion as of Sept. 30. SpaceX alone made up nearly 95% of its reported stock portfolio.
Google first put $900 million into SpaceX in January 2015. By the end of Q3, the stake was worth about 93 times Google’s original investment.
John M. Spallanzani retweeted
Pod!!!!!
POD UP: The Besties React to the Midterm Massacre
-- Full Postmortem on the 2026 Midterms
-- Looking Ahead: How to Save Trump 2.0?
-- Market Reaction: $4T Wipeout, Data Center Fears, AI Ban Potential
-- Science Corner: Exponential Time Hypothesis Solved
(0:00) Bestie intros!
(3:37) Midterms postmortem: What led to a generational GOP collapse?
(32:26) How can Trump salvage his presidency?
(53:13) Market reaction: Data center fears, $4T in market cap wiped, AI ban potential
(1:24:21) Science Corner: OpenAI solves the Exponential Time Hypothesis
John M. Spallanzani retweeted
YARDENI:
“.. Valuations are falling while earnings are soaring. We still view the AI backlash as another speed bump, not a roadblock. We are sticking with our 7,900 year-end target for the S&P 500.”
@yardeni
John M. Spallanzani retweeted
SpaceX and Tesla have prospered in Texas, because we were not constantly operating under an oppressive and extractive state government.
And I need to be close to the factories, so that I can walk the floor in person. That’s why the first major SpaceX factory was in LA and first major Tesla factory was in SF Bay Area.
As California became increasingly difficult, due to extreme taxes and overregulation, we moved our major domestic expansions and HQ to Texas.