art, tech, ai, culture leading comms ops @ https://xitter.cf/t.co/9meTlYfy9J - as seen in @coindesk, @decryptmedia, @theartnewspaper, @hyperallergic, @artforum, @artnet
Planet earth
Joined April 2009
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lol
“Yeah, there are these companies called neoclouds. They buy GPUs from NVIDIA and then rent it back out to the hyperscalers. Where do they get money for the GPUs? Excellent question. Turns out they get the money from NVIDIA themselves, along with a bunch of private credit lenders whose loans are backed by the GPU itself. Elon just said all of them might go to zero soon. Anyways, what are you doing later tonight?”
Dorian Batycka retweeted
Reading Protocols by @hubermanlab, which is great. A proposed protocol to study for book 2: An observed but understudied longevity practice is dedicating a substantial amount of time over many years to art (creating, collecting, curating, etc). I meet an outlier number of the most sharp, energetic octogenarians+ in the art world (& rarely outside of it). Something about time dedicated to thinking about art seems to increase lucid health span significantly.
Solid advice here for founders and why communicating the core tenets of a business is just as important as a product or service
Ben Horowitz on treating your story as your strategy, and why founders often skip writing it even though it's one of the most important parts of the job:
"The story of the company is also the strategy of the company... In your mind, you're kind of adjusting that strategy a little bit at a time every day. But then a quarter later, it's actually pretty different than what you started with."
"So it's really important that you keep upgrading your story. The articulation of your story. I would definitely recommend it be in written form."
"Something that you can share with everybody in the company, and everybody you're recruiting, everybody you're trying to raise money from, all your constituents, every customer."
"The problem that I think founders have is it doesn't feel like work. Like, 'What are you doing today?' 'I'm working on my story.' That doesn't sound like work."
"Because it doesn't feel like work, people don't do it, but it's probably one of the most important parts of the job."
@bhorowitz w/ @speedrun GP @Tocelot
Polypocket
🚨 BREAKING : Polymarket CEO Shayne Coplan caught using COMPANY MONEY for Private Jets flights.
Peter Thiel caught him red-handed using his investment money as a personal wallet.
Founders Fund, Peter Thiel's fund, discovered that Shayne had charged the following as company expenses :
- private jet flights
- apartment rent
- designer clothes
They immediately demanded a FULL REFUND
Shayne was forced to reimburse the money.
ICE and Founders Fund then teamed up to push for stronger financial controls
They were the one that forced Shayne to appoint a COO.
You remember Shayne's ChatGPT written tweet gleefully announcing the hiring of Collin McKinney Hill as COO ?
I called it extremely suspicious at the time. Turns out i was right, investors basically forced Shayne to hire him as a soft coup.
I don't know how long Shayne can stay in place when their main investors have lost confidence.
Dorian Batycka retweeted
Was super fun to join @MilkRoadStocks and chat @SpaceX ahead of today's earnings call. Lots of predictions & some uncommon observations in here. $SPCX is the best positioned among a new set of dominant technology firms - Spacefaring Hyperscalers. The $TSLA acquisition opens up a convergence of technologies that the market will struggle to price. All of it makes for incredible opportunity.
SpaceX could become the biggest winner of the AI boom.
@kukulabanze claims SpaceX can build AI data centers for ~$30M per megawatt and generate ~$50M in annual revenue from that capacity.
That's potentially a payback measured in months, not years.
If those economics hold, Wall Street could be massively underestimating SpaceX.
FT @LgDoucet
⏱ TIME POINTS ⏱
00:00 - Intro
01:22 - Tesla-SpaceX Merger This Week?
03:10 - How Would the Merger Work?
05:46 - SpaceX's Data Center Advantage
08:51 - SpaceX Revenue to Triple?
14:22 - Is the AI Trade in Trouble?
19:30 - AI Doomsday: Real Threat or Marketing?
25:19 - Sponsor: Suriance
26:05 - Is Anthropic Worth $2 Trillion?
29:02 - Will Slowing AI Growth Crash Tech Stocks?
31:28 - What Would Elon's Empire Be Called?
38:15 - Can AI Data Centers Work in Space?
46:38 - When Can You Buy an Optimus Robot?
51:05 - Tesla's Next-Gen Roadster Revealed
52:46 - Wrap-Up
Some great insights from @Dialectic_Group's @kukulabanze in @Forbes today on Ethereum's long-term potential and his thesis that ETH remains the best-positioned crypto asset for durable appreciation.
Link in comments below
By: @CharlesLBovaird
Dorian Batycka retweeted
Cars are now doing things they aren't "supposed" to do.
Stocks are also now doing things they aren't "supposed" to do.
Make your stocks fly. Deposit them into a @Dialectic_Group Yielding Machine on Makina and let them earn yield.
Dorian Batycka retweeted
I'm joining @stabledash Live today to talk yield on tokenized stocks, agentic finance & @SpaceX with @Dialectic_Group.
xitter.cf/i/broadcasts/1OGwbnMBe…
Thank you to everyone who came to the Formæ launch event in London yesterday. Helping our clients find synergy and value in what they are already building brings us so much joy.
Here is a little snippet, professional photos coming soon. @aljaparis
Gentle reminder: don’t bring up Alex Karp at art openings unless you’re auditioning to be the evening’s problematic installation
Dorian Batycka retweeted
Stocks that just sit in your wallet are leaving yield on the table.
Put any Magnificent Seven tokenized stocks to work in vaults instead.
Live now on @base at makina.finance.
Dorian Batycka retweeted
Machine intelligence will continue to compound.
The DUSD Machine is worth a look if you want to put stables to work.
9.39% APR over the last 14 days.
Operated by @Dialectic_Group.
Dorian Batycka retweeted
The full story behind yesterday's launch.
Why the vaults exist, how the strategy works, the protocols they run on, and how to get started.
Hey @bot print me an agency with $1m annualized run rate make no mistakes @aljaparis
Dorian Batycka retweeted
Tokenized stocks have reached a ~$3.7B market cap, and they're becoming increasingly usable in DeFi.
@Dialectic_Group has launched seven tokenized stock vaults on @base, one for each of the Magnificent Seven, built on @makinafi and powered by @aave.
Apple, Nvidia and Tesla exposure can now support an onchain yield strategy without selling the underlying position.
The mechanism:
• Deposit tokenized stocks into a vault.
• Use them as collateral to borrow through Aave.
• Deploy the borrowed liquidity into onchain yield opportunities.
• Capture the spread between investment returns and borrowing costs.
You retain stock exposure while putting its collateral value to work.
The economics depend on that spread. Borrowing costs eat into returns, and falling stock prices increase liquidation risk, making active management essential.
For Aave, this opens another source of borrowing demand: equity holders seeking additional returns on positions they intend to keep. And, more borrowing against tokenized stocks means more revenue for the Aave DAO.
