@altcap Avatar @altcap Brad Gerstner

Brad Gerstner is celebrating the passage of the Invest America Act, a law that establishes private investment accounts for every US citizen from birth, starting with a $1,000 investment in the S&P [---]. The act aims to make every child a capitalist and give them a share in the upside of the American economy. Gerstner is hailing this as a transformative moment for America, making him a key figure in promoting this new economic initiative.

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Social Influence

Social category influence finance #100 countries #543 technology brands #7869 stocks #1427 celebrities #3124 automotive brands 2.07% fashion brands 1.38% social networks 0.69% vc firms 0.69%

Social topic influence investment #8, china 8.97%, open ai #81, in the #176, tariffs 5.52%, ai #1374, $googl 3.45%, money 2.76%, $nvda #26, accounts #1374

Top accounts mentioned or mentioned by @investamerica24 @michaeldell @trumpaccounts @bgurley @bg2pod @cnbc @scottwapnercnbc @altimetercap @raydalio @secscottbessent @chamath @dkhos @elonmusk @jonathanlittle @aboundlessworld @grok @alojoh @whitehouse @sundarpichai @zeektyt

Top assets mentioned Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Salesforce Inc (CRM) Tesla, Inc. (TSLA) Uber Technologies, Inc. (UBER)

Top Social Posts

Top posts by engagements in the last [--] hours

"Co-hosting @HalftimeReport w @ScottWapnerCNBC live from Milken Global. Tech Earnings @InvestAmerica24 AI state of economy & VC. @BG2Pod πŸš€"
X Link 2024-05-07T13:40Z 195K followers, 37.4K engagements

"The re-industrialization of is moving at warp speed. After leading Vulcans Series A just [--] months ago - we are honored to be partnering w @PeteHegseth & @howardlutnick to bring large-scale production of rare earth magnets to America in [----]. @_JohnMaslin πŸš€πŸ«‘ Vulcan Elements is proud to announce a $1.4 billion partnership with the @DeptofWar @CommerceGov and @ReElementTech to scale Vulcan Elements and ReElement Technologies 100% vertically-integrated domestic rare earth magnet supply chain. This partnership proves that America https://t.co/n49hTnOzu2 Vulcan Elements is proud to announce a"
X Link 2025-11-03T17:10Z 195K followers, 99.2K engagements

"90 yr old bday present for mom. Been a Hoosier die hard her whole life. We did it ❀❀"
X Link 2025-12-07T04:51Z 194.6K followers, 237.4K engagements

"She came to Miami to see it through. 16-0. Never dreamed this big. Nothing can top this. Thx coach. Thx Fernando. Thx @IndianaFootball πŸ€πŸš€ [--] yr old bday present for mom. Been a Hoosier die hard her whole life. We did it ❀❀ https://t.co/dBtc9nklSi [--] yr old bday present for mom. Been a Hoosier die hard her whole life. We did it ❀❀ https://t.co/dBtc9nklSi"
X Link 2026-01-20T06:17Z 194.6K followers, 66.3K engagements

"I doubt the administration & Congress are going to let a US company be unfairly destroyed by our presumptive ally South Korea just bc they favor a local company. Its a terrible precedent. America First means a level playing field for our companies. @howardlutnick S Koreas government is making a huge mistake following in Chinas footsteps and illegally harassing a US company to favor Chinese tech giants. Really appreciate Neil and Greenoaks for standing up for American founders even if it means suing a sovereign. Koreas President Lee S Koreas government is making a huge mistake following in"
X Link 2026-01-22T19:08Z 194.9K followers, 100K engagements

"Amazing work. πŸš€ Lets plan for catastrophic success. We have a master plan. We do not have a Plan B. Lets plan for catastrophic success. We have a master plan. We do not have a Plan B"
X Link 2026-01-22T19:13Z 195K followers, 58.7K engagements

"In DC for the Invest America Trump Account Summit. $1000 investment acct at birth for every child. Forevermore. $50k at [--] $200k at [--] $1 M at [--]. For those who feel left out & left behind. All kids shareholders. Owners. Sharing in the American Dream @WhiteHouse πŸš€"
X Link 2026-01-28T14:00Z 194.9K followers, 70.9K engagements

"πŸš€ Every newborn child in America will receive $1000 in an investment account tied to stock market Not the parents but the child. ANYONE can add money to that account NO ONE can take money out of that account except the child when they become an adult @MichaelDell Every newborn child in America will receive $1000 in an investment account tied to stock market Not the parents but the child. ANYONE can add money to that account NO ONE can take money out of that account except the child when they become an adult @MichaelDell"
X Link 2026-01-28T21:35Z 194.9K followers, 45.5K engagements

"@MrsErikaKirk @TPUSA @tpaction πŸ€πŸ™ The $1000 "MAGA" accounts just proposed for the "big beautiful bill" are one of the best ideas yet in the Trump administration. To remain stable America needs to be a nation of owners who have a stake in the country. When people have nothing and own nothing they're far more https://t.co/Wv4mhNqkMG The $1000 "MAGA" accounts just proposed for the "big beautiful bill" are one of the best ideas yet in the Trump administration. To remain stable America needs to be a nation of owners who have a stake in the country. When people have nothing and own nothing"
X Link 2026-01-29T00:38Z 194.7K followers, 22.2K engagements

"1 M accounts claimed in [--] days. [--] M by July [--]. Every child every family w starting capital to grow. Day [--] vision realized - every child an owner re-connected to the American Dream. πŸš€@InvestAmerica24 @TrumpAccounts"
X Link 2026-02-01T13:34Z 194.9K followers, 49.2K engagements

"Dear America. As we watch the Superbowl next Sunday - lets remember every child deserves to play in the game of America. That IS the American Dream. πŸš€@TrumpAccounts @InvestAmerica24 @MichaelDell @CNBC @NFL"
X Link 2026-02-01T14:14Z 195K followers, 31.5K engagements

"@EricaJSandberg Rather than class warfare to cover up for out of control govt spending - how about just getting everybody into the game of capitalism & raising all boats. For what they are spending on this ballot initiative they could fund a $1000 investment account for every child in SF. πŸ€·β™‚"
X Link 2026-02-04T19:04Z 194.7K followers, 61.4K engagements

"Yes - you can adopt a city & contribute to the Invest America @TrumpAccounts for each kid in your city San Francisco moves first & has started a fund Who is going to lead the way in Boston & Seattle πŸš€ @DanielLurie @SecScottBessent The Invest America Act @TrumpAccounts get every child into the investment game from birth. So its great to announce the @NFL & @comcast will match contributions for the kids of their employees & an anonymous donor will provide a match to the kids born San Fran in [----] πŸš€ https://t.co/no3i8eDE5v The Invest America Act @TrumpAccounts get every child into the"
X Link 2026-02-06T15:59Z 194.9K followers, 28K engagements

"Lets finish the job - every kid reconnected to the American Dream. πŸ™πŸš€ The Invest America Act would not be a law if Brad Gerstner did not pursue it with absolute dogged determination. No surprises for those who know @altcap. Incredible legacy. Incredible momentum. πŸš€πŸ«‘@InvestAmerica24 @TrumpAccounts https://t.co/9qZ0i6ecRx The Invest America Act would not be a law if Brad Gerstner did not pursue it with absolute dogged determination. No surprises for those who know @altcap. Incredible legacy. Incredible momentum. πŸš€πŸ«‘@InvestAmerica24 @TrumpAccounts https://t.co/9qZ0i6ecRx"
X Link 2026-02-07T16:42Z 195K followers, 28.5K engagements

"@KWOklahoma23 @TrumpAccounts ALL your kids qualify When you file tour taxes you will be given the option to claim your account. Only kids under [--] get the $1000 - but kids [--] to [--] eligible for $250 from philanthropists like @MichaelDell. Key is to open the acct and get started πŸš€"
X Link 2026-02-07T18:02Z 194.6K followers, 22.2K engagements

"Chatgpt challenged Google BUT Sundar got Gemini / TPUs firing while accelerating the core growth rates at GCP & Search. Amazing execution. We were fortunate to be shareholders since late [--] & remain so today. Now people are questioning software - but if $CRM is able to accelerate its core biz w AI while building an AI moat - $CRM will also be hugely rewarded. πŸ‘ŠπŸš€ @sundarpichai https://twitter.com/i/web/status/2020299130053226657 https://twitter.com/i/web/status/2020299130053226657"
X Link 2026-02-08T00:50Z 195K followers, 43.7K engagements

"@sundarpichai @Benioff Happy shareholders. Search re-accelerating from 10% to 17% was not on my bingo card at the beginning of [--] - but as I have shared w you - Team Google deserves massive credit in how you have accelerated across the board - positioning Google for the AI win πŸ†πŸ†"
X Link 2026-02-08T00:55Z 194.6K followers, 28.3K engagements

"@jimcramer 100%. Grt interview this week. 🫑"
X Link 2026-02-08T04:37Z 194.9K followers, [----] engagements

"@westcoastbill Did that to manage overall portfolio risk - different game - $TSLA happily drove me home last night - latest FSD now lets me text & drive safely - killer product"
X Link 2026-02-08T16:51Z 195K followers, 34.6K engagements

"@EricLDaugh Charlie did love the idea of getting every child re-connected to the America Dream. Trump Accounts are a game changer. They make the next generation shareholders in American prosperity and protectors of its future. A fully-funded Trump Account ($1000 seed money + $5000/year) would be worth roughly $400000$500000 by age [--]. Hold that principle until age [--] https://t.co/l0bAKv07jv Trump Accounts are a game changer. They make the next generation shareholders in American prosperity and protectors of its future. A fully-funded Trump Account ($1000 seed money + $5000/year) would be"
X Link 2026-02-09T01:00Z 194.6K followers, 11.4K engagements

"@obatronics @chamath All kids under [--] can claim their account. Kids under [--] pre-seeded w $1000. Kids under [--] likely get $250 from philanthropist like @MichaelDell @RayDalio & me. Kids over [--] also benefit by just getting going - claim your acct & start saving"
X Link 2026-02-09T20:30Z 194.7K followers, [---] engagements

"@sama Congrats to team. Damn impressive. πŸš€"
X Link 2026-02-11T15:38Z 194.9K followers, 10.5K engagements

"@dbroncs9798 @TrumpAccounts @dkhos @InvestAmerica24 Every child under [--] (born between [----] and [----] gets the $1000) BUT every child [--] should claim their @TrumpAccounts Most kids under [--] will automatically get $250 from @MichaelDell & kids in CT and IN likely get another $250 from @RayDalio & @altcap πŸš€"
X Link 2026-02-13T14:50Z 195K followers, [----] engagements

"Co-hosting @CNBC @ [--] pm ET for the hour from Super Bowl Stadium Special guests - Jensen Huang & @SecScottBessent. Talking tech earnings AI capex OAI & Anthropic Space X software rates macro & of course Invest America @TrumpAccounts & more. @ScottWapnerCNBC πŸš€"
X Link 2026-02-06T16:23Z 195.5K followers, 22.5K engagements

"The Invest America Act @TrumpAccounts is a place we can all come together to celebrate @Freedom250. Every child forevermore a private shareholder in Americas best companies from birth. Sign up now. πŸš€@InvestAmerica24 @MichaelDell"
X Link 2026-02-14T17:12Z 195.5K followers, 24.3K engagements

"Pod Up. Pure Jensen. Listen twice at 1.5x - lots of nuance in the words that matter. BG2. Ep [--]. NVDA $400 B OpenAI Deal; $4 Trillion AI Capex Build Out; ASICS & Comp Moat; Trump Elon China H1Bs & more. @altcap @_clarktang @bgurley (0:00) Intro (0:37) The Year in AI Recap (3:24) OpenAI Stargate & Nvidia Investment (8:41) Nvidia Accelerated Compute TAM https://t.co/suB2B1tpwS BG2. Ep [--]. NVDA $400 B OpenAI Deal; $4 Trillion AI Capex Build Out; ASICS & Comp Moat; Trump Elon China H1Bs & more. @altcap @_clarktang @bgurley (0:00) Intro (0:37) The Year in AI Recap (3:24) OpenAI Stargate & Nvidia"
X Link 2025-09-26T13:29Z 195.5K followers, 127.6K engagements

"@the_BOOCH21 @InvestAmerica24 Congrats When u file your taxes you will simply click yes when offered the accounts (technically on Form 4547). And then wait & you will receive the accounts for each child w $1000 in the stock market on July [--]. And then add $5-10 per week πŸš€"
X Link 2026-02-01T13:55Z 195.5K followers, 188.3K engagements

"Software is not dead. Grt leaders. Grt companies. Most will hit their numbers. But the terminal value & multiples are lower bc the potential for AI disruption lowers predictability of future cash flows. This only changes if they show how AI is accelerating their core biz. πŸ“ˆπŸ§ Brad Gerstner (@altcap) joined CNBCs Halftime Report with Scott Wapner (@ScottWapnerCNBC) to address the software selloff. In a moment of exponential change investors say fog of war and put application software in the too hard bucket not because theyre missing https://t.co/Lj479pJK3V Brad Gerstner (@altcap) joined CNBCs"
X Link 2026-02-07T00:14Z 195.5K followers, 216.3K engagements

"90% of families filing taxes early are claiming their $1000 account by simply replying yes on their tax form. You can sign up directly on @TrumpAccounts starting this Sunday when we drop our Superbowl Ad just after the natl anthem πŸš€ @the_BOOCH21 @InvestAmerica24 Congrats When u file your taxes you will simply click yes when offered the accounts (technically on Form 4547). And then wait & you will receive the accounts for each child w $1000 in the stock market on July [--]. And then add $5-10 per week πŸš€ https://t.co/cSkpeERm5N @the_BOOCH21 @InvestAmerica24 Congrats When u file your taxes you"
X Link 2026-02-07T16:29Z 195.5K followers, 183.8K engagements

"Every child. Every rural street. Every city block. All those left out & left behind. Back in the game w Invest America @TrumpAccounts. Because America is stronger when every child starts off w a shot at the BIG game. The American Dream πŸš€@WhiteHouse"
X Link 2026-02-08T17:37Z 195.5K followers, 46.6K engagements

"πŸš€πŸ€ "We can all experience the American Dream." @TrumpAccounts https://t.co/11L9lFl4x2 "We can all experience the American Dream." @TrumpAccounts https://t.co/11L9lFl4x2"
X Link 2026-02-09T01:03Z 195.5K followers, 22.9K engagements

"Europe chooses socialism. We choose more capitalism. Every child a direct owner in Walmart Nvidia Space X Anthropic OpenAI. πŸš€@theallinpod @InvestAmerica24 @TrumpAccounts πŸ”₯The Trump Accounts will transfer $4 trillion in wealth to [---] million families who would otherwise have had zero Brad Gerstner (@altcap): "Every child born in the United States forevermore will start life off with an investment account seeded with $1000 in the S&P [---]. https://t.co/wkYJO1JS0y πŸ”₯The Trump Accounts will transfer $4 trillion in wealth to [---] million families who would otherwise have had zero Brad Gerstner"
X Link 2026-02-07T16:20Z 195.5K followers, 68.9K engagements

"Claim your kids Invest America @TrumpAccounts when you file your taxes or simply do it now at Millions have already claimed their account. πŸš€@SecScottBessent http://TrumpAccounts.gov http://TrumpAccounts.gov"
X Link 2026-02-09T14:54Z 195.5K followers, 372.5K engagements

"Anthropic: "Today our run-rate revenue is $14 billion - with this figure growing 10x annually in each of the past three years." @AltimeterCap happy to return again as a Major Investor in the latest $30 B / $380 B round. πŸ‘ŠπŸš€"
X Link 2026-02-12T19:45Z 195.5K followers, 127.4K engagements

"On this Presidents Day - if you have a child under [--] take [--] mins to claim their life long investment account The Invest America Act - every child forevermore a direct shareholder in the grt companies of America https://trumpaccounts.gov/ https://trumpaccounts.gov/"
X Link 2026-02-16T16:03Z 195.5K followers, 2.2M engagements

"Dont let your kid get left out Claim your childs Invest America @TrumpAccounts right now - it only take [--] mins Millions of kids have already signed up for their free money. πŸš€ http://form.trumpaccounts.gov http://form.trumpaccounts.gov"
X Link 2026-02-12T15:01Z 195.5K followers, 18.3K engagements

"Have a child under [--] Claim their Invest America @TrumpAccounts NOW as millions have already done - start them on their investing journey. πŸš€ @dkhos http://form.trumpaccounts.gov http://form.trumpaccounts.gov"
X Link 2026-02-13T14:30Z 195.5K followers, 44.4K engagements

"@JamesBKennedyJr Incorrect. Kids born 1/1/25 or later ALSO get $1000 jumpstart from Treasury but all kids under [--] are eligible and most kids under [--] will get $250 from @MichaelDell"
X Link 2026-02-16T16:57Z 195.5K followers, 56.8K engagements

"@SBA_Matthias All accounts funded on Americas [---] bday - July [--] [----]. First day of trading = July [--] [----]. 🫑"
X Link 2026-02-16T21:08Z 195.5K followers, 13.4K engagements

"@ZeekTyt @MichaelDell Correct. And I am matching $250 for kids in Indiana and @RayDalio for kids in CT. And MANY more matching grants will be announced πŸ‘Š"
X Link 2026-02-16T21:09Z 195.5K followers, [----] engagements

"If energy = AI then the sun is the largest TAM. @SpaceX + @xai + @elonmusk πŸš€πŸš€ Brad Gerstner: Elon Just Merged the Two Biggest Markets in the World @altcap: You're merging the two biggest TAMs in the world right All of artificial intelligence and all of space together with the world's greatest entrepreneur. (Elon) said I'm going to have https://t.co/92emepio2n Brad Gerstner: Elon Just Merged the Two Biggest Markets in the World @altcap: You're merging the two biggest TAMs in the world right All of artificial intelligence and all of space together with the world's greatest entrepreneur."
X Link 2026-02-07T19:03Z 195.5K followers, 328.7K engagements

"Every child. Forevermore. A direct shareholder in America. 🀍"
X Link 2026-02-09T05:09Z 195.5K followers, 25.2K engagements

"@CJaskowski @ZeekTyt @MichaelDell @RayDalio Stay tuned - CA is coming like many many other states"
X Link 2026-02-16T22:17Z 195.5K followers, [---] engagements

"@huntercox05 True. Though majority of kids under [--] will receive private sector $$ from 100s of companies like @Uber & @nvidia & philanthropists like @MichaelDell @RayDalio & @altcap. 🫑"
X Link 2026-02-17T01:06Z 195.5K followers, [--] engagements

"Too many recent tragic reports about preventable heart attack deaths. Including a young athletic SF legend - where his courageous wife told the legions of friends gathered that he would still be alive had he had a Calcium CT - and urged all to get one. You should too πŸ€πŸ™ [--] in [--] reading this will DIE from heart disease. The irony The heart is a solved problem - almost all of those deaths are preventable. Take a Calcium CT Scan. $150. [--] minutes. Save yourself. Save the country billions. Heart attacks are a dumb way to die. πŸ€πŸ™ https://t.co/8pR5CjQ1lh [--] in [--] reading this will DIE from heart"
X Link 2025-03-23T13:30Z 169.8K followers, 78.3K engagements

"Lets make sure a portion of this giant wealth transfer benefits all kids by establishing a natl infrastructure for savings & investment with a private investment acct for every child at birth with @InvestAmerica24 so that parents & philanthropists can easily contribute $$. πŸš€ $124 trillion is being handed down in the greatest transfer of wealth in history. This is happening alongside tremendous technological dislocations due to artificial intelligence and cryptocurrency. The coming years will be critical and we are working hard to ensure you https://t.co/EkRU2M85Vs $124 trillion is being"
X Link 2025-03-26T02:57Z 175.5K followers, 45.4K engagements

"Bizarre how the GPU doomers all somehow understand true demand better than the companies who all have a massive compute shortage are melting down their GPUs and scrambling to find supply πŸ€£πŸš€ Datacenter capex is going to [--] Grok struggling deploying Anthropic extremely low rate limits for paid + Cursor Google not offering [---] on API OAI not serving o3 struggling to serve 4o image Azure still not serving many models including o1 o3 deep research [---] Datacenter capex is going to [--] Grok struggling deploying Anthropic extremely low rate limits for paid + Cursor Google not offering [---] on API OAI"
X Link 2025-03-30T00:17Z 169.7K followers, 175.2K engagements

"Inference demand is exploding - Jensen says about to [--] billion X as the result of agents & reasoning models. The new hot thing - dedicated at scale inference clouds with custom silicon to help the largest consumers of tokens help meet that demand - fast & cheap. πŸ”₯ A few weeks ago @CerebrasSystems announced that we be deploying our CS-3s in new data centers across the US. Below is a pic of our massive new deployment in Minneapolis. Serving inference from US based data centers at hyperscale capacity is the goal. https://t.co/CLrf9ex2gT A few weeks ago @CerebrasSystems announced that we be"
X Link 2025-03-30T00:24Z 167.5K followers, 149.1K engagements

"The Trump economic detox correctly reduces govt spending & re-balances U.S. trade BUT CEOs are worried about economic shock therapy that causes massive uncertainty & risks recession. $1 T tariffs + $1 T budget cuts in 2025/2026 will send markets / economy lower. 🫑"
X Link 2025-03-30T14:06Z 167.4K followers, 88.3K engagements

"US natl and economic security rely on our leadership in AI. We need more energy & compute. And we need to allow our chips & open source models to compete around the world to avoid a Chinese AI belt & road. Time to de-regulate build & accelerate πŸš€ Americas leading AI companies are all reporting that demand is off the charts so much so that they are being forced to impose rate limits. Fortunately a massive new infrastructure build-out is already underway thanks to President Trump. He is unleashing American energy making https://t.co/dsVwI3ds02 Americas leading AI companies are all reporting"
X Link 2025-04-01T00:43Z 168.5K followers, 207K engagements

"After being hedged up in public funds as discussed on @BG2Pod on Feb [--] will be updating our post Liberation Day thoughts tomorrow on @CNBC. Tariffs $600 B or $200 B Risk of earnings misses / growth stalling AI demand Etc. πŸ‘ŠπŸ’₯ Tomorrow at 12p ET catch @ScottWapnerCNBC's #HalftimeExclusive interview with Brad Gerstner @altcap https://t.co/h9bvr01MD9 Tomorrow at 12p ET catch @ScottWapnerCNBC's #HalftimeExclusive interview with Brad Gerstner @altcap https://t.co/h9bvr01MD9"
X Link 2025-04-02T18:26Z 167.5K followers, 62.9K engagements

"The pod is up Liberation or Destruction Free trade is good. Making it more fair & lowering global tariffs through tough negotiation as the President promised is even better. But old fashioned trade wars & protectionism is bad. We have work to do 🫑 BG2. Liberation Day Tariffs US v China Open Source OpenAI Fundraise $CRWV TikTok πŸ‘ŠπŸ’₯@altcap @bgurley Chapters: (00:00) Intro (02:20) Liberation Day & Tariffs (19:18) US Open Source vs China Open Source (34:34) OpenAI Fundraise (52:25) Coreweave IPO & AI Demand https://t.co/df9NdL8F1N BG2. Liberation Day Tariffs US v China Open Source OpenAI"
X Link 2025-04-04T03:03Z 167.4K followers, 76.6K engagements

"Add @ajassy & @amazon to the mix holding the line on AI investment. Amazons Jassy doesnt see slowing building data centers and doesnt yet see any effects on the consumer. πŸ’ͺπŸ’ͺ"
X Link 2025-04-10T13:11Z 168.7K followers, 19.4K engagements

"ChatGPT infinite memory = switching costs . For years the web operated on dumb memory cookies that remembered your login your shopping cart and profiled you on metadata. But people want more than static recall. They want systems that understand them adapt to them and grow with them. Thats what ChatGPTs memory For years the web operated on dumb memory cookies that remembered your login your shopping cart and profiled you on metadata. But people want more than static recall. They want systems that understand them adapt to them and grow with them. Thats what ChatGPTs memory"
X Link 2025-04-10T18:25Z 168.6K followers, 66.4K engagements

"πŸš€ https://blogs.nvidia.com/blog/nvidia-manufacture-american-made-ai-supercomputers-us/ https://blogs.nvidia.com/blog/nvidia-manufacture-american-made-ai-supercomputers-us/"
X Link 2025-04-14T13:34Z 169.2K followers, 58.4K engagements

"Given the massively improved situational awareness w FSD - like flying plane w autopilot - hope we can relax & let driver look at phone without auto terminating FSD. Ironically least safe times w FSD are when it tries to shut off bc Im trying to sneak a peak at my phone. 🀣"
X Link 2025-04-14T14:06Z 168.7K followers, 32.3K engagements

"Pods up Hoping the pivot toward Bessent / fair trade & away from Navarro / high structural tariffs is permanent & we can get back to discussing how we are accelerating our own growth & innovation. @bgurley πŸš€ BG2. Bessent Fair Trade vs. Nuclear Navarro H20 & Rare Earth Ban Exit Ramp & Market Impact πŸ‘ŠπŸ’₯@altcap @bgurley (00:00) Intro (02:15) Complex Systems (06:00) Tariff Negotiations & Free Trade (23:19) Export Controls: AI War H20 & Rare Earth Ban (42:29) New AI Cold War & Zero https://t.co/0RKlYbhnEd BG2. Bessent Fair Trade vs. Nuclear Navarro H20 & Rare Earth Ban Exit Ramp & Market Impact"
X Link 2025-04-24T22:20Z 169.8K followers, 84.6K engagements

"@typesfast Who do u believe"
X Link 2025-04-25T13:40Z 169.2K followers, 58.5K engagements

"Americas greatness owes a huge debt to immigrants of all stripes who did their lifes work here. In the Age of AI where many of the most talented researchers in our leading labs are non-citizens (often Chinese) we should grant AI Visas to keep them on Team . @DavidSacks It's deeply concerning that one of the best AI researchers I've worked with @kaicathyc was denied a U.S. green card today. A Canadian who's lived and contributed here for [--] years now has to leave. Were risking Americas AI leadership when we turn away talent like this. It's deeply concerning that one of the best AI researchers"
X Link 2025-04-25T19:56Z 170.3K followers, 122.7K engagements

"Start w [--] reactors - a natl example how the US can cut regs & get more competitive at cost. US currently 3-4x cost of South Korea. At @DiabloCanyonCA - extend current reactors & build the [--] others originally planned This IS our natl security challenge. @SecretaryBurgum The West needs to build 1k nuclear power plants ASAP The West needs to build 1k nuclear power plants ASAP"
X Link 2025-04-28T15:26Z 170.6K followers, 72K engagements

"The exponential rate of AI change is hard to process even for those who have seen it before in tech - but failure to understand will cause both policy & investment to lag painfully behind what is required to seize full advantage of this American AI moment. πŸš€ THE 1000000X BOOST AI will become a million times more powerful during the Trump presidency. People find this hard to believe. Lets break it down. AI models are improving at a rate of about 3-4x per year. One can see this in the performance evaluations the capabilities THE 1000000X BOOST AI will become a million times more powerful"
X Link 2025-05-03T00:22Z 170.4K followers, 70.3K engagements

"Following @SecScottBessent on @CNBC live in a few mins from Milken. Talking tariffs tax cuts reconciliation AI acceleration & AI Diffusion the big market bounce back China @InvestAmerica24 & more. @ScottWapnerCNBC πŸš€πŸ«‘"
X Link 2025-05-05T15:54Z 170.5K followers, 34.1K engagements

"Watch below. The slow death of [--] Blue Links. Since clip ChatGPT grown [---] M to [--] B MAUs. πŸš€ 1/ $GOOG may be best biz in history of capitalism - but clear that GPT answers are increasingly replacing [--] blue links - happens slow then fast. And while $GOOG will have a dog in the fight against ChapGPT Co-pilot Meta AI Apple etc - unlikely to replicate its monopoly. https://t.co/J3awRkYZIa 1/ $GOOG may be best biz in history of capitalism - but clear that GPT answers are increasingly replacing [--] blue links - happens slow then fast. And while $GOOG will have a dog in the fight against ChapGPT"
X Link 2025-05-07T20:30Z 170.5K followers, 117.7K engagements

"It is critical to ACCELERATE the American AI stack around the world - compute models applications. Govt should give maximum freedom to US companies to compete - just like we did in early days of Internet - and intervene ONLY where vital natl security interests at stake. πŸš€ TO WIN THE AI RACE THE BIDEN AI DIFFUSION RULE MUST GO The Trump administration has announced its intention to repeal the Biden administrations AI Diffusion Rule. As the Commerce Departments Bureau of Industry and Security (BIS) confirmed in a statement yesterday: The Biden TO WIN THE AI RACE THE BIDEN AI DIFFUSION RULE"
X Link 2025-05-09T11:11Z 176.3K followers, 163.4K engagements

"Been in Riyadh Doha & AD and good news is that the AI decelerationist hawks are losing - their scare tactics were about to hand global AI dominance to the Chinese. But the President wants the world to run on American AI so is accelerating starting in the Middle East. πŸš€ *TRUMPS RUSH FOR AI DEALS IN GULF OPENS RIFT WITH CHINA HAWKS *SOME TRUMP OFFICIALS WANT TO SLOW NVIDIA AMD SALES TO MIDEAST *TRUMPS RUSH FOR AI DEALS IN GULF OPENS RIFT WITH CHINA HAWKS *SOME TRUMP OFFICIALS WANT TO SLOW NVIDIA AMD SALES TO MIDEAST"
X Link 2025-05-15T15:52Z 170.7K followers, 107.8K engagements

"Honored to see firsthand the momentum in Saudi Arabias tech sector. Grateful to H.E. @aalswaha for his leadership & vision. A true friend & Partner. This new spirit of collaboration will transform the region & accelerate innovation for the benefit of both our nations. πŸ€πŸš€ Today our delegation from the U.S. was honored to receive a tour of Saudi Arabias high-tech sector with its excellent Minister of Communications & Information Technology Abdullah Al-Swaha @aalswaha and his team. Joining me were Senior AI Policy Adviser @sriramk and longtime Today our delegation from the U.S. was honored to"
X Link 2025-05-16T03:03Z 170.9K followers, 40.3K engagements

"@dylan522p The President just made clear we are accelerating American AI around the world. The Biden Diffusion Rule was actually ANTI DIFFUSION - it angered our friends and accelerated China chips / AI. @DavidSacks gets it. Expect more acceleration. πŸš€"
X Link 2025-05-16T03:30Z 170.6K followers, [----] engagements

"@DavidSacks The best and ONLY way to win the race is let American AI companies compete and win. The Biden Anti-diffusion Rule was a sure way to guarantee a Chinese victory. πŸš€"
X Link 2025-05-20T04:16Z 170.7K followers, 20.9K engagements

"Pod up - consequential times - important convos @bgurley @InvestAmerica24 πŸš€ BG2. AI / Middle East πŸš€ China Tariffs Reconciliation Trump Accts aka Invest America πŸ‘ŠπŸ’₯ @altcap @bgurley https://t.co/bVdctmPAiz BG2. AI / Middle East πŸš€ China Tariffs Reconciliation Trump Accts aka Invest America πŸ‘ŠπŸ’₯ @altcap @bgurley https://t.co/bVdctmPAiz"
X Link 2025-05-22T16:46Z 171.2K followers, 30.3K engagements

"Invest America Act - aka Trump Accounts. First @CNBC mention October [----]. I would love to see Biden set up an account for every child at birth. πŸš€"
X Link 2025-05-22T21:49Z 171.3K followers, 40.6K engagements

"Proud to be on this @InvestAmerica24 journey with u from the beginning. You asked the key question - what are we going to do about it In so many mtgs with me - always dreaming & believing πŸ€πŸš€ I cant believe this idea started around our dinner table & is now real bi-partisan Senate legislation that could be signed into law What I learned in every mtg w both D and R congress people business leaders and even a former President is that every idea starts small. I cant believe this idea started around our dinner table & is now real bi-partisan Senate legislation that could be signed into law What"
X Link 2025-05-23T02:24Z 171.1K followers, 38.4K engagements

"@InvestAmerica24. Like a 401k from birth - Treasury dept sets up [---] M privately owned accounts per year - families employers philanthropists can all add to the accts. More likely to graduate from high school / college buy a home pay taxes. Makes everybody a capitalist owner in the upside of America"
X Link 2025-05-26T14:23Z 171.6K followers, 25K engagements

"The Treasury Dept will administer (set up) but they will designate qualified providers (eg Fidelity Schwab Robin Hood etc) that will agree to operate the accts according to rules. Each child / family will have the account on their phone. Nothing to manage accept depositing $$"
X Link 2025-05-26T15:23Z 171.2K followers, [---] engagements

"@domtaguinod [--] states require a semester of financial literacy. This will provide a universal platform for teaching about stocks compounding dividends interest capitalism etc. Teaching will be WAY more effective when kids actually own something"
X Link 2025-05-26T15:26Z 171.2K followers, [---] engagements

"Insanely ambitious. No doubt @elonmusk was a massive force in DC re-shaping the discussion around wasteful spending / balancing budget - but even more grateful he is back dreaming & doing what ONLY he can do. Time to dream big. Time to accelerate. LFG πŸš€πŸ’₯ @SpaceX One of the most badass charts Ive seen πŸš€ https://t.co/W2B38UpDne One of the most badass charts Ive seen πŸš€ https://t.co/W2B38UpDne"
X Link 2025-05-30T00:39Z 172.9K followers, 59.3K engagements

"πŸ’₯πŸ’₯ The Invest America Act is a bi-partisan effort to make every child a private owner in the upside of America. It is a key part of the Reconciliation Bill - had they started this for me it would have been worth $600k today - that is indeed beautiful. Kevin Hassett. @altcap πŸš€ https://t.co/lp2vuSs6M9 The Invest America Act is a bi-partisan effort to make every child a private owner in the upside of America. It is a key part of the Reconciliation Bill - had they started this for me it would have been worth $600k today - that is indeed beautiful. Kevin Hassett. @altcap πŸš€"
X Link 2025-06-01T22:19Z 173.1K followers, 39.6K engagements

"Pods up Recorded before todays drama - but still fire. First section little long but then gets 🌢🌢. πŸ’₯πŸš€@bgurley BG2. China Tech AI Immigration Trading Rare Earths for Chips Tariffs Market Check & More πŸ‘ŠπŸ’₯ @altcap @bgurley https://t.co/7OncGGJ0du BG2. China Tech AI Immigration Trading Rare Earths for Chips Tariffs Market Check & More πŸ‘ŠπŸ’₯ @altcap @bgurley https://t.co/7OncGGJ0du"
X Link 2025-06-06T00:30Z 173.2K followers, 62.5K engagements

"The Invest America Act is included in the Reconciliation Bill & will launch all future American kids w a REAL shot at the American Dream πŸš€ Major White House event today in support of the Invest America Act. The President Leaders of Congress & top CEOs like @MichaelDell @dkhos & @vladtenev. A major milestone toward an Ownership Society where every kid starts off life w a shot at the America Dream. @altcap πŸš€πŸ™ https://t.co/kKlRoZoFrT Major White House event today in support of the Invest America Act. The President Leaders of Congress & top CEOs like @MichaelDell @dkhos & @vladtenev. A major"
X Link 2025-06-09T13:13Z 173.6K followers, 73.5K engagements

"Make every child an owner in America. The Invest America Act included in the Reconciliation Bill. πŸš€@InvestAmerica24"
X Link 2025-06-09T13:31Z 173.1K followers, 48.3K engagements

"@Jason @MichaelDell Goosebumps. The Invest America Act will help ensure what Lincoln called the right of every American - the right to rise Optimistic & max long America. πŸ¦…"
X Link 2025-06-10T22:36Z 173.1K followers, 15.2K engagements

"100%. Power to help u land customers; to find & land key team; to raise from the best sources of capital; to get on podcasts & CNBC; to navigate & be heard in Washington DC. The power to deliver ALL things founders need to increase the odds of max success. That is our job. πŸš€ "The thing that you want from your venture firm is power." https://t.co/hx0OsFbGwy "The thing that you want from your venture firm is power." https://t.co/hx0OsFbGwy"
X Link 2025-06-12T13:43Z 173.6K followers, 59.6K engagements

"Co-hosting 12-1 PM ET today. Talking all things markets Reconciliation Bill / Invest America Act tariffs inflation / rates US China AI race golden era of margin expansion AI compute demand / fabs in AZ & UAE OpenAI stablecoins robotaxis & more. πŸ‘€πŸš€@ScottWapnerCNBC"
X Link 2025-06-12T14:53Z 174K followers, 20.8K engagements

"Must listen We have the best system of innovation & risk capital in the world but govt must accelerate AI to stay ahead in the global balance of power. Minimize regulation & maximize diffusion of the America AI stack. Do not give Huawei a monopoly on the Chinese market. πŸš€ How does the U.S. win the AI race Three main ways: foster the most innovation; build out the most infrastructure; and create the largest ecosystem cementing American technology as the standard. Governments role is enable the private sector in these goals. https://t.co/9SonSSzFoT How does the U.S. win the AI race Three main"
X Link 2025-06-12T15:39Z 173.7K followers, 43.7K engagements

"The Invest America Act. Americas enduring dream and promise - the right to move up or as Lincoln said the right to rise. πŸ¦…"
X Link 2025-06-12T21:21Z 173.7K followers, 18.8K engagements

"The Biden AI Diffusion Rule & other efforts to slow down the American AI stack would have disastrous effects on the global balance of power. As we did w the internet - we need to ACCELERATE resist the urge to regulate & dominate global AI by letting our companies & win. πŸš€"
X Link 2025-06-13T13:13Z 173.6K followers, 27.7K engagements

"Who uses @ChatGPTapp as their exclusive AI The era of [--] blue links has ended & the winner of what comes next is @OpenAI. This is what winner take most markets look like. Network effects scale advantages & switching costs are now kicking in. @BG2Pod @bgurley @HarvardHBS"
X Link 2025-06-13T13:47Z 174.9K followers, 86.3K engagements

"And this is what it looks like on a graph. πŸ’₯πŸš€"
X Link 2025-06-13T13:48Z 173.8K followers, 23.9K engagements

"The Invest America Act. The right to rise. The power of hope. The best of all of us. Every child becomes an owner in the upside of America. A key part of the Reconciliation Bill. [--] million kids to start. Coming [----]. πŸš€ @MichaelDell @dkhos @WhiteHouse"
X Link 2025-06-13T16:08Z 174.2K followers, 44.5K engagements

"Start with $1000 & add $750 per year from Year [--] (from family friends church corporate match philanthropist) and compound at the historical rate of the S&P [---] (10.2%)"
X Link 2025-06-14T15:11Z 173.9K followers, 28.1K engagements

"The Invest America Act aligns every kid with the upside of capitalism & America. Auto enroll all kids under [--] & auto fund newborns w $1k. The Senate will execute on the Presidents bold goal of [--] million kids on our nations 250th bday. πŸš€ @MikeCrapo @tedcruz @MichaelDell"
X Link 2025-06-16T15:23Z 174.2K followers, 18.3K engagements

"Pods up - BGLB2 Laffont Brothers x [--]. Maybe more than just a new episode @plaffont @bgurley BG2 Coatues Laffont Brothers. Breaking Down all things AI public mkts VC markets Macro US Debt Crypto IPO's & More πŸ‘ŠπŸ’₯ @altcap @bgurley https://t.co/VJGmekaDDw BG2 Coatues Laffont Brothers. Breaking Down all things AI public mkts VC markets Macro US Debt Crypto IPO's & More πŸ‘ŠπŸ’₯ @altcap @bgurley https://t.co/VJGmekaDDw"
X Link 2025-06-20T01:04Z 174.9K followers, 85.3K engagements

"@JTLonsdale πŸ’₯πŸ’₯"
X Link 2025-06-20T19:13Z 173.8K followers, [----] engagements

"Part [--] @kevinweil BG2 Coatue Pt2. Open AIs @kevinweil Dives into all things ChatGPT. πŸ‘ŠπŸ’₯ @altcap @bgurley https://t.co/5VNkhJ8oee BG2 Coatue Pt2. Open AIs @kevinweil Dives into all things ChatGPT. πŸ‘ŠπŸ’₯ @altcap @bgurley https://t.co/5VNkhJ8oee"
X Link 2025-06-21T17:15Z 174.2K followers, 22.2K engagements

"@philduan Congrats πŸ‘ŠπŸš€"
X Link 2025-06-22T20:38Z 173.9K followers, [----] engagements

"@aelluswamy 🫑🫑"
X Link 2025-06-23T13:27Z 173.9K followers, [----] engagements

"Amen. The American Dream - the right to move up. [--] million kids (all kids under 10) soon to be eligible to open an acct & all kids born after Dec [--] [----] will get a $1000 kick start. Save $750 per yr and its $50k at [--]. Getting everybody in the game πŸš€@InvestAmerica24 .@MilkenInstitute: The One Big Beautiful Bill "will advance economic mobility for all Americans." https://t.co/gnqkUqIkTe .@MilkenInstitute: The One Big Beautiful Bill "will advance economic mobility for all Americans." https://t.co/gnqkUqIkTe"
X Link 2025-06-24T00:16Z 174.9K followers, 53K engagements

"Altimeter is all in on @Xbow. Oege & team are killers & now that their AI hacker agents outperform humans in offensive protection - every enterprise in the world should use @Xbow. Grt to partner up w @Konstantine & @natfriedman. Dream team w @apoorv03. πŸ’₯πŸ’₯ XBOW has become the top hacker in the US on @Hacker0x01 outperforming every human participant. Alongside this milestone we are announcing our $75M Series B with @apoorv03 of @altcap. As bad actors get more advanced and use AI to become more powerful @XBOW is our answer. XBOW XBOW has become the top hacker in the US on @Hacker0x01"
X Link 2025-06-24T15:07Z 176.3K followers, 33.8K engagements

"The marxists are going to hate this. @JTLonsdale on the Invest America Act about to become law in the BBB. Watch until the end. 🫑 Time to return power from the State to individuals. Rather than ineffective govt programs lets create an investment acct for each child at birth. Financial literacy graduation rates & small biz starts all improve And as @JTLonsdale says - the marxists will hate this. https://t.co/HB8vBpCRaQ Time to return power from the State to individuals. Rather than ineffective govt programs lets create an investment acct for each child at birth. Financial literacy graduation"
X Link 2025-06-25T18:30Z 174.9K followers, 31.9K engagements

"@joshdcaplan Delusional. This type of thinking will certainly cost us global AI leadership"
X Link 2025-06-26T13:30Z 174.2K followers, [---] engagements

"@acce @CNBC @bigten @Big12Conference @PayPal @Venmo Alex - this is grt - also want to do this for @InvestAmerica24 - [--] M kids getting accounts when passed into law in a few weeks - every parent and kid should be able to Venmo $10 $20 into these life changing investment accounts"
X Link 2025-06-26T14:09Z 174.1K followers, [----] engagements

"@JonathanLittle Lets connect today. There may be a few of us heading out from SV to play in the $10k bounty :) πŸ’₯πŸš€"
X Link 2025-06-27T13:37Z 174.1K followers, [----] engagements

"Great fun playing in first @WSOP event. Starting w @luckychewy ending w @JesseLonis @RyanRiess1 & @JonathanLittle - incredible smarts positive energy love of country. Thx to @chamath for the home game nudge & my guys @JasonKoon & @phil_hellmuth cheering the rail. πŸš€ Dont forget your Calcium CT scans boys 🀍🀍"
X Link 2025-06-28T12:41Z 174.9K followers, 27.9K engagements

"@FoolGreatest @SenWarren 60% on his income. Much lower on the interest or gains on $$ he has already paid taxes on. But that also seems fair no Or should people pay 60% when they earn it & 60% on any future investment return Do u believe that has a consequence on the amount of capital invested"
X Link 2025-06-28T16:44Z 174.2K followers, 13.5K engagements

"@JesseLonis @WSOP @luckychewy @RyanRiess1 @JonathanLittle @chamath @JasonKoon @phil_hellmuth Grt inspiration about your grandmother teaching you the game at age nine in upstate NY playing online few cents per hand - she is looking down damn proud. 🀍"
X Link 2025-06-28T18:31Z 174.2K followers, [---] engagements

"@luckychewy @WSOP @JesseLonis @RyanRiess1 @JonathanLittle @chamath @JasonKoon @phil_hellmuth Love all of the entrepreneurship in poker. Like the UN at our table - Korea China Japan - multiple streamers - everybody figuring out how to build their brand & business. Spread the word @InvestAmerica24 - making every kid a capitalist / shareholder in from birth πŸš€"
X Link 2025-06-28T18:39Z 174.2K followers, [---] engagements

"Agreed. Not the place to balance the budget. And they remain on our balance sheet as a national asset. 🫑 I remain opposed to the provision to dispose of public lands. I remain opposed to the provision to dispose of public lands"
X Link 2025-06-28T18:54Z 174.9K followers, 48K engagements

"$150 [--] min Calcium CT scan saves another life. Highest ROI - preventing the #1 killer for men & women over [--]. Great thread on avoiding death & more importantly - living life Thx for sharing 🀍🀍🀍 Im [--]. I did everything right gym 5x a week clean meals. No symptoms. No warning. Then one sentence from a doctor shattered it all. What I learned changed how I live (and it might change you too): 🧡 https://t.co/IFXxLXjWd0 Im [--]. I did everything right gym 5x a week clean meals. No symptoms. No warning. Then one sentence from a doctor shattered it all. What I learned changed how I live (and it"
X Link 2025-07-01T13:27Z 174.9K followers, 141.4K engagements

"πŸš€ The Invest America Act - w the Senate passage of the BBB - is now on the verge of becoming law. The first country on the planet to make sure that every child has a stake in the game - real private account ownership compounding in our best companies - from birth @altcap πŸš€ https://t.co/nHakYJiOHx The Invest America Act - w the Senate passage of the BBB - is now on the verge of becoming law. The first country on the planet to make sure that every child has a stake in the game - real private account ownership compounding in our best companies - from birth @altcap πŸš€ https://t.co/nHakYJiOHx"
X Link 2025-07-01T16:32Z 175.2K followers, 37.3K engagements

"Strong agree Sam - dont attack the system - evolve the social contract. The Invest America Act is now law & will make every child an owner & compounder in the upside of AI & the American economy from birth πŸš€ @InvestAmerica24 Im not big on identities but I am extremely proud to be American. This is true every day but especially todayI firmly believe this is the greatest country ever on Earth. The American miracle stands alone in world history. I believe in techno-capitalism. We should encourage Im not big on identities but I am extremely proud to be American. This is true every day but"
X Link 2025-07-05T12:24Z 175.3K followers, 54.1K engagements

"A universal financial infrastructure of private accts for every citizen from birth. $1000 is just the start Moms dads friends add on bdays & graduations. Companies add to kids of employees as a benefit. States communities churches philanthropic contributions - millions of flowers will bloom. Money goes in but cant come out until age [--]. And then w limits. And lets harness the power of @ChatGPTapp to give every child an incredible age appropriate financial tutor in their pocket 🫑"
X Link 2025-07-05T15:54Z 175.3K followers, 55.7K engagements

"@annbordetsky @InvestAmerica24 πŸ€πŸ™"
X Link 2025-07-05T18:56Z 175.4K followers, 11.8K engagements

"@Cointelegraph πŸ™πŸš€@InvestAmerica24"
X Link 2025-07-05T21:29Z 174.9K followers, [----] engagements

"@davenielsen @InvestAmerica24 Because compounding takes time"
X Link 2025-07-06T17:28Z 175.2K followers, [----] engagements

"Pod Alert Deep dive into AI productivity & compute - spoiler @MichaelDell doesnt see a bubble & thinks AI way bigger tailwind than the internet. πŸ’₯πŸ’₯ BG2 w Michael Dell Invest America Act Becomes Law AI Talent Wars Compute Demand Market Update πŸ‘ŠπŸ’₯ @altcap @bgurley @MichaelDell https://t.co/bdpT2tAR7f BG2 w Michael Dell Invest America Act Becomes Law AI Talent Wars Compute Demand Market Update πŸ‘ŠπŸ’₯ @altcap @bgurley @MichaelDell https://t.co/bdpT2tAR7f"
X Link 2025-07-11T01:17Z 175.8K followers, 58.7K engagements

"@MichaelDell @bgurley @BG2Pod πŸ™πŸ’₯"
X Link 2025-07-11T01:27Z 175.1K followers, [----] engagements

"Protecting Huawei from competition in their home market doesnt make sense & isnt working. It just makes it harder for the American AI stack to win the world. As with the Internet allowing $NVDA to compete in China increases the odds American AI wins around the world. πŸš€"
X Link 2025-07-16T12:49Z 175.9K followers, 40.9K engagements

"Innovation compounds & accelerates. AI steepens the curve. @BG2Pod πŸš€"
X Link 2025-07-24T20:44Z 176K followers, 17.3K engagements

"Thousands of testimonials just like this on X over the last [--] years. No upside to being a skeptic. Nearly [--] M preventable deaths from heart disease every year - get the scan - dont become a statistic.πŸ€πŸ™ @altcap It saved me Brad I got the test after learning about it from you. [--] fit no symptoms and taking Crestor. I discovered I had [--] major blockages and now Im [--] weeks post op CABGx4. Lifesaver Brad @altcap It saved me Brad I got the test after learning about it from you. [--] fit no symptoms and taking Crestor. I discovered I had [--] major blockages and now Im [--] weeks post op CABGx4."
X Link 2025-07-27T17:38Z 176.2K followers, 61.2K engagements

"The Balanced Budget Amendment ia a moonshot worthy of @elonmusk investment & efforts. Lots of us would be excited to partner to make this happen. Seems much higher ROI than the distraction of a 3rd political party. Rather than forming a third party which seems to me just chaotic and a lot of overhead and has not historically been that successful. I would love to see Elon if this is his main issue if it's the budget deficit and debt which I would love to see him take on he could do a https://t.co/hvDZM8CLPn Rather than forming a third party which seems to me just chaotic and a lot of overhead"
X Link 2025-07-28T17:36Z 176.5K followers, 117.3K engagements

"@thechrisbuskirk @ekriessmann @1789Capital @VulcanElements Grt to building together on such a vital & important issue to our economy"
X Link 2025-08-11T17:42Z 176.4K followers, [---] engagements

"3 yrs since launch of ChatGPT & OpenAI may hit $500 B. Google hit $500 B in [----] w $90 B revs $20 B net income. Meta in [----] w $135 B revs $39 B net income. Huge future expectations. πŸ“ˆπŸ§"
X Link 2025-08-18T15:30Z 178.4K followers, [----] engagements

"Another way to look at this - it took Google & Meta [--] yrs to get to $100 B in revs. OpenAI forecast by many to hit $100 B in 6-7 yrs post launch of ChatGPT. AI super-cycle revenues growing way faster than internet or mobile. πŸš€"
X Link 2025-08-18T15:54Z 177.2K followers, 30.8K engagements

"@adcock_brett @Figure_robot πŸ’₯🫑"
X Link 2025-08-21T04:33Z 176.4K followers, [----] engagements

"As inference exploded & compute remained constrained specialized inference clouds (w varying degrees of price / speed advantages) are quickly becoming at-scale compliments to huge NVDA clusters. @CerebrasSystems is helping lead the way. πŸ’₯πŸš€ Earlier this week @NVIDIA shared its performance on @OpenAI 's gpt-oss-120B model running on DGX B200 ( [--] two die Blackwell chips). They asked @ArtificialAnlys analysis to do a special set up for them. They showed performance of [---] tokens per second for one user and https://t.co/N82THeiGcw Earlier this week @NVIDIA shared its performance on @OpenAI 's"
X Link 2025-08-23T21:13Z 177.2K followers, 58.1K engagements

"@martin_casado Being non-consensus and wrong is no consolation. The 5-6 most consensus tech stocks in the market have been the best bet for the last decade. Plenty of managers looked instead for the diamond in the rough & got crushed"
X Link 2025-08-24T20:19Z 176.5K followers, [----] engagements

"Now is a critical time for the US govt to ACCELERATE & US AI companies to rapidly expand & compete around the world - including Nvidia chips in China. Ceding China and its massive AI ecosystem to Huawei & dragging our feet on licenses will only hand more market share to the China AI stack (Huawei + CloudMatrix + DeepSeek/Qwen) around the world. πŸš€ Many in Washington need to update their assumptions regarding Chinese semiconductor manufacturing capacity. According to FT today Chinese companies like Huawei SMIC and Cambricon are surging production. They will soon be competing with American"
X Link 2025-08-28T15:05Z 177.3K followers, 58K engagements

"China. China. China. Gurley goes back to China & we break down @danwwang new book Breakneck - what Chinas innovation surge can teach us about accelerating the US @bgurley πŸš€ BG2. Inside Chinas Tech Surge: EVs AI and How America Can Compete πŸ‘ŠπŸ’₯@bgurley https://t.co/mXv4QaKVl1 BG2. Inside Chinas Tech Surge: EVs AI and How America Can Compete πŸ‘ŠπŸ’₯@bgurley https://t.co/mXv4QaKVl1"
X Link 2025-08-29T00:59Z 178.4K followers, 54K engagements

"Backing @ScottWu46 & team as angel investor was an easy decision. From poker games at the team house to $10 B. Silicon Valley never stops or ceases to amaze πŸ«‘πŸš€ Weve raised over $400M at a $10.2B post-money valuation to advance the frontier of AI coding agents. The round was led by Founders Fund with other existing investors including Lux 8VC Neo Elad Gil Definition Capital and Swish VC all doubling down. Were also joined by new Weve raised over $400M at a $10.2B post-money valuation to advance the frontier of AI coding agents. The round was led by Founders Fund with other existing investors"
X Link 2025-09-08T23:01Z 178.3K followers, 74.1K engagements

"America is building again Federal & State regulatory relief + capital reserve relief at banks + accelerated depreciation +massive AI investment cycle + onnshoring critical natl sectors = massive industrial revival. πŸ«‘πŸš€ [--] megawatts of power [---] million AI cores - enough to power [-----] homes. Deployed in Oklahoma City. It reminds me of stories my father told me of growing up on a remote mining site in Kalgoorli Western Australia. His stories showed me that transformative work doesnt just https://t.co/SCZ7vQPmUH [--] megawatts of power [---] million AI cores - enough to power [-----] homes. Deployed"
X Link 2025-09-24T21:00Z 178.5K followers, 54.6K engagements

"Starting in [----] every child will share in the upside of American capitalism with a private acct invested in the S&P [---]. The Invest America Act / Trump Accounts make this Buffett dream a reality. @InvestAmerica24 πŸš€πŸ’ͺ Long America. https://t.co/vVEgSbnlln Long America. https://t.co/vVEgSbnlln"
X Link 2025-09-25T04:17Z 178.5K followers, 54.2K engagements

"The goal is that all kids born after July [--] [----] will be as close to automatically enrolled as possible. We want ZERO friction - and 100% enrollment. You have a an automatic security account for retirement and an automatic prosperity account for your life πŸš€πŸš€"
X Link 2025-09-28T18:09Z 180.2K followers, 18.8K engagements

"@LOGOinvestor No - law provides $1000 for all kids after Jan [--] [----] (basically all kids under [--] yrs old). And for 2-18 yrs old you can open an account but wont get the $1000 from Treasury. Registration (name + social security # sign up) starts soon and account creation next Spring"
X Link 2025-09-28T19:13Z 178.6K followers, [---] engagements

"Agentic commerce will be so natural it will feel like it always existed. My GPT will buy my black T-shirts book my hotel rooms & give me an awesome feed of product ideas. Like the perfect assistant - never fill out a web order form again. Cool thing launching today: you can now buy products directly from ChatGPT (starting with Etsy and expanding soon to over a million Shopify merchants). Its powered by the Agentic Commerce Protocol an open standard we built with Stripe. Merchants and developers who want Instant Cool thing launching today: you can now buy products directly from ChatGPT"
X Link 2025-09-29T18:29Z 180.2K followers, 103.2K engagements

"Joe - listen to the segment of the podcast in full (over [--] mins) & u will see there is little daylight between you & Jensen. Jensen is a patriot who supports this President on China & AI wants to win the global AI race & also find common ground with China where possible. This IS the Presidents position. He does not want to de-couple. I know we all want to be tougher than the next guy - but I dont think you want to deport 1/4 of our AI frontier labs bc they are Chinese. When we have the confidence of a free & mighty nation willing to compete on the field - we WIN. When we accelerate innovate"
X Link 2025-09-29T18:54Z 178.4K followers, 21.7K engagements

"@collision @OpenAI 100%. Directing my agent to buy or shop for me is far more natural & productive than traditional web search / commerce - which forced us into tiny web forms / apps. This should massively reduce friction & increase commerce"
X Link 2025-09-29T19:21Z 178.4K followers, [----] engagements

"@VivekGRamaswamy OH is lucky to have Vivek Compounding as an owner in the upside of America will transform the country by better aligning kids who feel left out & left behind. The right to rise is intrinsic in the American Dream - this updates that promise for the Age of AI. πŸš€"
X Link 2025-09-30T01:14Z 178.4K followers, [----] engagements

"@sama 100%. Entertaining & educating billions while generating a self-funding mechanism to advance break thrus in science & AGI advances the cause - it doesnt set it back. πŸš€"
X Link 2025-10-01T14:02Z 179.1K followers, 32.1K engagements

"@patrickc I share your consumer views. But math is damn near impossible for traditional banks. Assuming deposit rate goes up 1% net interest income (NII) would shrink 30% (NII today is 3.3%) bank rev would shrink 20% (NII is 70% rev) - wiping out all the net profit of US banks today"
X Link 2025-10-03T19:09Z 179K followers, 22.4K engagements

"Nothing has failed & to set the record straight - both @CerebrasSystems and @GroqInc have record revenues & both just raised huge up rounds bc while true that @nvidia will remain the backbone of global AI infra - specialty infra in a multi trillion market is still huge biz. πŸš€ Cerebras IPO failed because of revenue concentration to a Emirati hold co (G42) the US Gov wanted an embargo against Not because of per-watt efficiency As real time high bandwidth models (ie Sora 2) reach mass adoption ASICs with lower latency are the most viable option Cerebras IPO failed because of revenue"
X Link 2025-10-04T18:40Z 180.3K followers, 84.6K engagements

"2 gigs to [--] gigs. Revs correlated to power & compute. @gdb πŸ“ˆ OAI. 10x more compute = 10x more revs @altcap 🧐 https://t.co/GMe5cbkIcy OAI. 10x more compute = 10x more revs @altcap 🧐 https://t.co/GMe5cbkIcy"
X Link 2025-10-07T10:27Z 178.6K followers, [----] engagements

"@PatrickMoorhead @gdb Revenue will have to scale - or these announcements will never turn into full acale deployments. And that is fine - stocks are not giving credit today. $NVDA consensus cagr 10% for 27-29. Healthy skepticism. Time will tell. 🧐"
X Link 2025-10-08T00:54Z 178.8K followers, [----] engagements

"@marceloclaure @mary_erdoes6 @jpmorgan @D3Harvard Honor to be w you my friend πŸ™"
X Link 2025-10-11T01:36Z 179.2K followers, [----] engagements

"@Rich_Barton @bgurley @BG2Pod @AltimeterCap Whats the over/under in weeks until Bill will have a burning topic he wants to come on & talk about πŸ“ˆ"
X Link 2025-10-15T12:33Z 180.3K followers, [----] engagements

"Happy to join @scottwapnercnbc on @CNBC at noon to discuss our deal to help transform the board at $UAL. https://x.com/ScottWapnerCNBC/status/722756299063107586 Just in. Altimeter's Brad Gerstner joins me exclusively today on @HalftimeReport on his firm's deal with $UAL. https://x.com/ScottWapnerCNBC/status/722756299063107586 Just in. Altimeter's Brad Gerstner joins me exclusively today on @HalftimeReport on his firm's deal with $UAL"
X Link 2016-04-20T13:42Z 140.8K followers, [--] engagements

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