pc0 retweeted
Put the bull and bear numbers from the S-1 into one video. Your 900% retention stat is in there, and so is the $431B compute bill on the other side.
pc0 retweeted
They are the ones. The 4 who opened Europe to the Islamic invasion. Look them straight in the face. Top left Merkel. Top right von der Leyen. Bottom left Macron. Bottom right Sanchez. They are the ones responsible. They opened the borders. They signed the Migration Pact. They turned Europe into a 5 star hotel for those who arrive illegally. Merkel in 2015 said "they are all welcome". Von der Leyen from Brussels imposed quotas and mandatory solidarity. Macron and Sanchez applauded and threw open the doors of their countries. The result you see every day in your cities. Chaos, insecurity, Islamic invasion. This photo is the photo of the guilty. Sooner or later they will have to answer.
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Walker: "I nearly bought a wool jumper in town. £140. Nice work if you can get it."
Farmer: "I got about £2 for the fleece."
Walker: "£2?"
Farmer: "Per sheep, per year. Clipped it off her in two minutes, rolled it, bagged it, drove it to the depot. The cheque for the whole flock didn't cover the diesel."
Walker: "Then who's getting the £140?"
Farmer: "Not me, not the shearer. He costs me more per sheep than the wool fetches. I pay to have it taken off."
Walker: "So you lose money shearing."
Farmer: "Every year. And I can't not shear, or she cooks in July and the flies eat her alive. The wool's a welfare job that used to be an income."
Walker: "Sell it yourself, then. Cut out the middleman."
Farmer: "Not allowed. By law it goes through the board. Has done since 1950. I can keep a fleece for the wife to knit with, and that's about the extent of my freedom."
Walker: "So where does it go?"
Farmer: "Washed in Bradford, if we're lucky. Shipped to China, spun, knitted, shipped back, and sold to you with a label about heritage. By the time it's in the window there are eleven people between us and I'm the only one who met the sheep."
Walker: "That's mad."
Farmer: "My grandfather paid the rent on the wool cheque. I pay a man to take it away. Same sheep, same hill, same jumper in the window. Only the price of the farmer went down."
Walker: "What would fix it?"
Farmer: "You buying the jumper. And asking them where the other £138 went."
pc0 retweeted
Australia is at that tipping point.
Unless the Albanese regime is removed from office at the next election, the damage will be irreparable.
We have one last chance to save the nation.
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.
pc0 retweeted
You bought Starlink.
You plugged in the dish. You connected to the Wi-Fi. You started browsing. That was 6 months ago.
Since then, you’ve used Starlink the same way you used your old ISP you connect and you browse. You’ve never split your Wi-Fi bands to put fast devices on 5 GHz and smart home devices on 2.4 GHz. You’ve never changed the default DNS to speed up every page load. You’ve never turned on content filtering to block malware and adult content across every device in the house with one toggle. You’ve never set up a guest network to keep visitors off your main network. You’ve never opened the hidden Statistics page that shows exactly why your speeds drop. You’ve never used the obstruction tool to find the perfect dish position. And you’ve never enabled Snow Melt mode that prevents your internet from dying every time it snows.
A network engineer who’s installed over 300 Starlink systems from rural homes to off-grid cabins to RVs crossing the country told his neighbor something after hearing him complain about “slow Starlink” for the third time that changed how the neighbor used the system permanently.
“You’re paying $120/month for a satellite internet system with a built-in security filter, a diagnostic suite, a snow-melting heater, a Wi-Fi scanner, a guest network, a sleep scheduler, a debug console, and 4 other features you’ve never configured. You set up the dish and connected to the Wi-Fi. That’s step 1 of 11. You stopped at step 1. The ‘slow internet’ you’ve been complaining about isn’t slow Starlink it’s unconfigured Starlink. Eighty percent of the speed complaints I see disappear with 3 settings changes in the app. The satellite is fine. The dish is fine. The router configuration is the problem and the router hasn’t been touched since the day you plugged it in.”
He showed them 11 Starlink features that transform the system from “I plugged it in and it works” into the optimized, secured, and fully configured satellite internet system SpaceX actually designed.
Here’s every hidden Starlink feature most users miss 🧵
pc0 retweeted
Bowen just blamed the Iran War for all of the Australian Small Businesses stress. Early election now. These people are disgusting.
pc0 retweeted
The Dems and Media…
2017: Elon is great
2018: Elon is great
2019: Elon is great
2020: Elon is great
2021: Elon is great
2022: Elon is great
2023: Elon is great
Endorses Trump and MAGA
2024: Elon is a RACIST
2025: Elon is a NAZI
2026: Elon is a FASCIST
You can’t unsee it…
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For anyone confused about what happened in Brazil…
Imagine if the Kamala Harris campaign, after losing the first round of voting by over two MILLION votes and watching her trail all month, spent Election Day not counting voters but counting buses, and when the courts refused to arrest a city official over a bus spreadsheet, they didn't take no for an answer, they went around the election court entirely, straight to a Supreme Court justice who just happened to be the Democratic president's former personal lawyer, the same president who put him on the bench, and that justice just happened to rule three minutes before polls closed, so late that many machines were already shut and sealed, and then, instead of fixing it, he quietly rewrote his own order so that only the stations still open could keep voting, and nobody, not the press, not the election officials, not anyone, can tell you how many stayed open, or where they were, or why that list hasn't been released, or whether it just happened to line up with the exact neighborhoods the Democrats had spent all day naming, while Republican voters in flooded, blacked-out towns who had begged for extra time were told the doors were locked and to go home, and then the vote count itself was frozen for two full hours in the dark, and when the lights came back on the Democrat had pulled off the first runoff comeback in the nation's history, and the same people who spent four years saying trust the institutions announced the institutions had worked perfectly, that asking which polls stayed open was an attack on democracy, that the list of open polls was classified for the good of democracy which is roughly where Brazil is tonight.
pc0 retweeted
This is f*cking insane. Nobel Prize winner and DeepMind CEO Demis Hassabis:
"One person who really understands AI will outperform an entire startup team
In 5 years, the people who build with AI will run whole companies with a tenth of the headcount"
In this 1-hour talk, Hassabis explains who survives the next 5 years and who doesn't
Prompts → Agents → Workflows → Automated Departments
Understanding AI doesn't mean typing better questions into a chatbot
It means chaining agents into workflows that run entire departments on their own
95% of people still use AI like a calculator, the 5% who treat it like infrastructure will run everything
Worth more than any $2,000 AI course
Watch it today, then save the full harness engineering guide below before everyone catches up ↓
pc0 retweeted
Elon Musk called for Robert Reich to be jailed on Sunday after Reich called to seize Musk’s property. Musk is right. Reich said Democrats should start laying the groundwork to nationalize Starlink and SpaceX and turn them into a public corporation if they take the House or Senate. Musk responded: “Stealing companies is a serious crime. Prison for Reich.”
More Democrats are openly embracing communism now, and it needs to be legally responded to seriously. Anyone promoting communism and the taking of private property from law-abiding citizens as a penalty for success should be jailed or lose their citizenship.
Reich is a former U.S. Secretary of Labor under Bill Clinton, a longtime Berkeley professor, and a frequent MSNBC commentator who has spent decades pushing higher taxes and expanded government control. He framed the nationalization call as a response to Musk supporting Trump and cutting into USAID spending. He also called for canceling federal contracts with Musk’s companies, breaking them up, and applying a wealth tax. That’s not regulation. That’s confiscation of private property because Musk backed the candidate Reich doesn’t like.
The same government that needed SpaceX to bring astronauts home is now being told to take the company. Reich has pushed this kind of economic intervention for years. This is the same playbook, just said out loud. Nationalizing private companies because of political disagreement is the core of how socialist and communist systems operate. They start with “public good” language, then move the assets under government control. Once the state owns the means of production in a sector, the owner loses the company and the public loses the competition that built it. Reich is treating Musk’s success as the problem and state ownership as the solution. Calling for the government to seize private companies over political disagreement is an attack on the right to own what you build.
Democrats used to at least pretend they supported private enterprise with rules around it. Reich is dropping the pretense. If taking Starlink and SpaceX is on the table for a midterm majority, every business owner who crosses them should expect the same treatment. That isn’t policy. It’s a direct threat to private ownership. Anyone who openly calls for seizing private companies over politics is an enemy of the country and should be legally treated as one.
pc0 retweeted
Amazing endorsement of X. This really is where you'll find the most optimistic, forward-looking people in tech.
The poll so far between Twitter, Bluesky and Mastodon. I think it looks less absurd than last time, but still pretty clear that the base is divided. teapaw.org/mitsuhiko/status/21143…
pc0 retweeted
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.
pc0 retweeted
🚨🇧🇷 | FLÁVIO BOLSONARO CUESTIONA LOS RESULTADOS ELECTORALES EN BRASIL.
Tras su derrota frente a Lula da Silva, el candidato denunció cambios de último momento en las reglas de votación y acusó al Supremo Tribunal Federal de favorecer al mandatario.
pc0 retweeted
As someone with a portfolio of energized land assets here is what I am seeing:
1. Neoclouds are disorganized and poorly capitalized. Some are definitely better than others however.
2. Hyperscalers are intractable, bureaucratic organizations that take 3 months to do an NDA and want 18mo escrow periods. We built our portfolio by competing against these terms because of our speed and simplicity. The more future assets orgs like ours win, the bigger the problem for the hyperscalers downstream (see 3).
3. There are delays in the existing pipeline that will catch people off guard in 2027. Hyperacalers will (obviously) react by focusing on their own internal compute needs over any third party. If the third party is a model company, they will tell them to go through their model router where they will also take a non-trivial vig. Them telling Ant they have no compute for them (rumored in Ant’s S-1) if true is a huge tell that this is already happening.
All of this is to say that it does look like there will be a lot of partially stranded compute and compute sitting in inventory in 2027 than is currently forecasted. This is bought and paid for but effectively underearning (below total cost of capital) or collecting dust. We see this as true for everyone - model companies, hyperscalers, neoclouds except ONE (you can guess which one).
This dislocation will benefit two kinds of orgs: the non-bureaucratic big scalers who can build industrial scale quickly and the nimble, well capitalized players feeding them.
2027 will be a turbulent year because it will clear out a bunch of wrong/bad bets. It will also be a consolidation year for a few.
pc0 retweeted
Current Aussie housing crash is the worst ever recorded since 1980 - national capital city prices are currently falling at a 16% annualised pace based on the last three months of Cotality data...
pc0 retweeted
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pc0 retweeted
For those of you who thought the visit from a Bedford Borough Council official to investigate our daughter Zoe’s (age 12) pretend teddy bear cafe was too ridiculous to be real, here is the arrival of official. This is totally legit. She really did show up at our property to investigate the illegal teddy bears having their coffee🧸🧸☕️☕️