@chamath Avatar @chamath Chamath Palihapitiya

Chamath Palihapitiya has been discussing various topics, including artificial intelligence, job losses, and the current state of society. He believes that recent job losses are not due to AI, but rather companies unwinding excessive hiring fueled by DEI initiatives and low interest rates. He also commented on the value of free speech and his past SPAC deal that was successful.

Engagements: [-------] #

Engagements Line Chart

Mentions: [---] #

Mentions Line Chart

Followers: [-----------] #

Followers Line Chart

CreatorRank: [------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 31.41% countries 15.08% stocks 10.8% technology brands 7.79% automotive brands 5.28% celebrities 5.28% cryptocurrencies 5.28% travel destinations 1.76% exchanges #1435 social networks 1.26%

Social topic influence in the #2358, this is #1196, california #773, money 8.79%, ai #975, if you #863, to the 5.03%, the world 5.03%, tesla #2386, up to #2292

Top accounts mentioned or mentioned by @grok @chamath @theallinpod @danw2capital @bullheartcalves @moregainzs @deogb1 @elonmusk @commonsenseplay @degentradinglsd @cernunnoscap @socialcapital @vinceglakas @davidsacks @realdonaldtrump @classicvalueinv @brkmystery @houmuza @friedberg @gavinnewsom

Top assets mentioned Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Bitcoin (BTC) GameStop, Corp. (GME)

Top Social Posts

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

"Manifest destiny It's the dead of winter and California just supplied a peak of 117% of its demand with solar alone and 136% of its demand from WindWaterSolar and over 100% of demand for [--] hours. Gas output down 58% and batteries output up 303% in [----] v '2023 Solar+batteries replacing gas https://t.co/5D0cQq2V9U It's the dead of winter and California just supplied a peak of 117% of its demand with solar alone and 136% of its demand from WindWaterSolar and over 100% of demand for [--] hours. Gas output down 58% and batteries output up 303% in [----] v '2023 Solar+batteries replacing gas"
X Link 2026-02-09T01:38Z 2M followers, 165K engagements

"A merger between SpaceX and Tesla would instantly create the Berkshire Hathaway of the modern century. The capital raising and operational efficiencies if both were together are obvious. If this were to happen it would also bring us one step closer to having one equity instrument for all things Elon which many would want to buy. https://twitter.com/i/web/status/2017011704182559001 https://twitter.com/i/web/status/2017011704182559001"
X Link 2026-01-29T23:07Z 2M followers, 1.2M engagements

"America has [--] million zombies [--] million Americans are smoking weed 21+ days a month This is a full blown addiction crisis that even the NYT now says: "Its Time for America to Admit That It Has a Marijuana Problem" https://t.co/FRGWFg6Bt3 [--] million Americans are smoking weed 21+ days a month This is a full blown addiction crisis that even the NYT now says: "Its Time for America to Admit That It Has a Marijuana Problem" https://t.co/FRGWFg6Bt3"
X Link 2026-02-09T22:41Z 2M followers, 1.1M engagements

"Everyone I know that smokes pot has or is becoming an idiot deranged neurotic psychotic or all of the above. Not a single one is normal. Cant say the same for alcohol"
X Link 2026-02-09T22:49Z 2M followers, 4.6M engagements

"We need to overhaul higher education in America as follows: 1) For those about to pay: No more federal underwriting of student loans. Let the free market differentiate schools degrees and costs. Without this more kids will get trapped for life in debt they can never pay back with a degree that is useless. 2) For those that have paid: reward them with a tax credit of 1x this amount to be used against their future earnings. 3) For those that cant pay: establish an amortization schedule to discharge their debt and make it non recourse to the student as long as they fulfill a set of obligations"
X Link 2026-02-10T16:09Z 2M followers, 140.9K engagements

"Should All In launch an All In Fund of Funds that allows retail investors to leverage our collective access to startups venture funds hedge funds and PE funds If the size was big enough we could negotiate some great access AND fee discounts. Yes No Yes No"
X Link 2025-05-26T22:01Z 2M followers, 873.9K engagements

"I think this is the most asymmetric upside bet in the market now. Position yourself smartly and you can make 10-1000x with relative ease. How Even if politicians try to bury the fraud the bond market cant ignore it. Their math will show that even if the fraud is only 10% of total state and municipal budgets its already way too much and should go to paying back debt holders. Right now spreads dont reflect this and are too tight - ie look at California Credit Default Swaps - it doesnt reflect any fraud budget shortfalls or the billionaire exodus. There is little chance these spreads dont move"
X Link 2026-01-02T18:06Z 2M followers, 2.9M engagements

"It doesnt matter how fast your code is generated if the requirements are unclear. Shit in == shit out. Thats why we designed Software Factory as a discipline not as a convenience tool. Our agents scrutinize your requirements and designs so that when you pass that context to a coding agent it delivers as expected. Try it here: http://8090.ai http://8090.ai"
X Link 2026-02-03T03:49Z 2M followers, 240.1K engagements

"To be productive in a world of AI and agents the most important new system is the system of record that helps teams work together to design and agree on intent and context. This is the necessary guardrail for AI and agents to get past demos and reliably make production quality code. This is where Software Factory shines. Try it here: http://8090.ai http://8090.ai"
X Link 2026-02-06T12:32Z 2M followers, 89K engagements

"@elonmusk In"
X Link 2026-02-09T22:53Z 2M followers, 58K engagements

"The response to Software Factory has been stronger than expected and were acting on the feedback and suggestions you've shared. Thanks to everyone that has signed up and used it so far. We've just deployed our latest release: File Support: Added Delphi/Pascal file extension support for code indexing in legacy migrations Document Ownership: Documents in Refinery now support ownership locking preventing concurrent edits and ensuring clear authorship Email Notifications for Comments: Mentioning a user in a comment now sends them an email notification with a link to the comment Document"
X Link 2026-02-11T02:47Z 2M followers, 88.5K engagements

"Here is Peter Thiels email to Zuck and Andreessen in Jan-2020 predicting socialism. Tl;dr too much student debt and lack of affordable housing keeps young people with negative capital for too long. And without a stake in the capitalist system they will turn against it"
X Link 2025-11-05T14:22Z 2M followers, 4.7M engagements

"Its not 1% a year for [--] years. Its a one time 5% tax on all assets and it will kill entrepreneurship in California. Here is an example: John Doe starts a company. He takes a nominal salary - say $150k for this example - and the rest in equity in the company. Lets say he owns 20%. He raises VC capital in [----] from someone that invests $100M into the company and values the company at $6B. This means his 20% is worth $1.2B. I put it in quotes because he cant actually sell. He has a paper value that putatively says hes a billionaire. But he actually lives on $150k because that is what his income"
X Link 2025-12-28T01:23Z 2M followers, 3M engagements

"SaaS stocks have literally imploded in the [--] days since this post. We've talked a lot about this on the Pod but the Great SaaS Meltdown has started and there's no going back. What exactly is happening In short hi growth low/no profitability SaaS is no longer a winning strategy because the big question mark is the durability of that growth https://t.co/i1CrYRiAJ3 We've talked a lot about this on the Pod but the Great SaaS Meltdown has started and there's no going back. What exactly is happening In short hi growth low/no profitability SaaS is no longer a winning strategy because the big"
X Link 2026-02-08T22:14Z 2M followers, 385K engagements

"@socialcapital critical minerals and american ai stack deep dives will be important for our [----] annual letter. starting soon and aiming to publish by april"
X Link 2026-02-10T18:54Z 2M followers, 49.3K engagements

"The ugly truth. This Billionaire Tax is so self destructive. This Billionaire Tax Act will go down as the DUMBEST thing any union @seiu_uhw has ever done in the history of our state. I built https://t.co/nZZKsq0lKB to show a live tracker with the estimated lost tax revenue. $31k a minute. It's unbelievable. https://t.co/lPkLq4c1pW This Billionaire Tax Act will go down as the DUMBEST thing any union @seiu_uhw has ever done in the history of our state. I built https://t.co/nZZKsq0lKB to show a live tracker with the estimated lost tax revenue. $31k a minute. It's unbelievable."
X Link 2026-02-12T02:47Z 2M followers, 195.8K engagements

"Non Farm Payrolls are total garbage so I asked Grok: Hey Grok go look at the Bureau of Labor Statistics website for their non farm payrolls data. Tell me how many times their original forecasts have been revised since Jan [----]. And of those revisions how many times the data was revised up versus down. Categorize this during the Biden versus Trump presidencies. Bottom line is that BLS isnt so much conspiratorial as it is inadequate in its approach. They are all over the place and add little directional signal. They constantly revise and in both directions. The sampling techniques they use are"
X Link 2025-08-02T13:10Z 2M followers, 4M engagements

"Microsoft has been the worst-performing stock of the hyperscalers since the November [--] [----] launch of ChatGPT and has significantly underperformed the Nasdaq during that period Looking at this chart youd have thought that Meta and not Microsoft was the one that owned 25% of OpenAI and ran the cloud for them. https://twitter.com/i/web/status/2021823986477510829 https://twitter.com/i/web/status/2021823986477510829"
X Link 2026-02-12T05:49Z 2M followers, 362.6K engagements

"This is insane. With no desire to stop the fraud California politicians insist that they will start taxing property and assets of the richest Californians now. When these richest Californians leave which I guarantee they will especially when they understand the extent of the rot the middle class will be the only group left to plug the hole because they are the largest collective taxpayers in the state. A third of community college applicants were fake. $17 billion was spent on High-Speed Rail with no track. $24 billion in homelessness funds disappeared. $32 billion was lost to unemployment"
X Link 2025-12-30T19:39Z 2M followers, 13.1M engagements

"People I know with a collective net worth of $500B scrambled and left California for good yesterday. They took no risk because of the proposed asset seizure tax - introduced as a Billionaire Tax. Without these people the California budget deficit will only get bigger. This hole gets filled in one of two ways: more borrowing from the bond market - who is purely financial and unforgiving or more taxes on everyone else. Meanwhile waste fraud and abuse runs rampant from the hundreds of billions in revenues the state already collects. https://twitter.com/i/web/status/2006746923651231745"
X Link 2026-01-01T15:18Z 2M followers, 2.1M engagements

"This is a general comment about software companies: If you look across the software industry you see record levels of RPO - these are future revenues that are tied to a performance obligation before you can recognize it and before a customer has to pay you. The problem with RPO is that AI can more easily attack and devour it - the more RPO you have and the more you are expected to work to earn it the more incentive and time youve created for a low end AI disruptor to do that work for a customer. The point is that any valuation model that incorporates any discounted value of RPO may be on the"
X Link 2026-01-29T16:19Z 2M followers, 421.1K engagements

"Sign up for a pre funded investment account for your kids Claim your kids Invest America @TrumpAccounts when you file your taxes or simply do it now at https://t.co/0792qJroqb. Millions have already claimed their account. 🚀@SecScottBessent https://t.co/Nq2CiiMwKb Claim your kids Invest America @TrumpAccounts when you file your taxes or simply do it now at https://t.co/0792qJroqb. Millions have already claimed their account. 🚀@SecScottBessent https://t.co/Nq2CiiMwKb"
X Link 2026-02-09T15:29Z 2M followers, 331.4K engagements

"The human brain receives data at [----------] bits per second. But it can act on and express only [--] bits per second. This includes tasks like moving thinking and speaking. This is like being http://x.com/i/article/2022031198294618116 http://x.com/i/article/2022031198294618116"
X Link 2026-02-13T19:42Z 2M followers, 645.2K engagements

"@connollyrp Ill take my vintage [----] SPACs vs any index you want - just reply on what youd like to back. Lets set up an escrow account where we can both wire the money"
X Link 2020-10-28T06:41Z 2M followers, [--] engagements

"Swagged out for Milly we bringing them gats out"
X Link 2020-12-28T18:26Z 2M followers, [----] engagements

"FB Twitter YouTube Snap. The ENTIRE Internet has come together and effectively cancelled Trump. Its nuts"
X Link 2021-01-14T16:25Z 2M followers, 10.9K engagements

"All the money in [----] was made by suits identifying a market dislocation and exploiting it. All the money in [----] was made by retail identifying a market dislocation and exploiting it.until the suits intervened. 👀 Whats the difference with these two statements"
X Link 2021-01-29T17:22Z 2M followers, 57.1K engagements

"Listen to this. 🔥🔥🔥 I love my bestie @DavidSacks ❤❤❤ @DavidSacks on the @theallinpod 🔥🙌 https://t.co/uXjWLbkdDN @DavidSacks on the @theallinpod 🔥🙌 https://t.co/uXjWLbkdDN"
X Link 2021-01-30T04:57Z 2M followers, 25.4K engagements

"For those who are interested here is the post in r/wsb drawing up the play to gamma squeeze $GME and send the HFs to the hospital. Its a thing of beauty. https://www.reddit.com/r/wallstreetbets/comments/ip6jnv/the_real_greatest_short_burn_of_the_century/ https://www.reddit.com/r/wallstreetbets/comments/ip6jnv/the_real_greatest_short_burn_of_the_century/"
X Link 2021-01-30T15:55Z 2M followers, 33.2K engagements

"Loss porn: In [----] I bought an empty lot in Lake Tahoe for $1.6M.in Bitcoin. Price adjusted for today I paid $27.5M for it. 😢😂😂😂 https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997 https://www.wsj.com/articles/lake-tahoe-property-sells-for-1-6-million-in-bitcoins-1407534997"
X Link 2021-02-09T21:10Z 2M followers, 23.8K engagements

"The faster we vaccinate the quicker we prevent the virus from mutating to a version that existing vaccines DONT treat. So stop virtue signaling with these dumb vaccination criteria and start mass vaccination programs. NOW"
X Link 2021-03-01T03:54Z 2M followers, 21.1K engagements

"A reminder to myself and others: If it were easy everyone would do it. In reality its hard and most people give up. Good luck to all the players in the arena. Be proud of the dust on your face. Back to the grind.❤❤"
X Link 2021-03-25T16:53Z 2M followers, 22.6K engagements

"Great chatting with students at @Wharton. We talked about growing up in an immigrant family the early days at FB building @socialcapital the biggest economic drivers of the next decade and what the next generation of tech investing can look like"
X Link 2023-02-23T19:41Z 2M followers, 295.7K engagements

"I told an Ethiopian kid that if he got into a Canadian university i would pay for it. 18months and one civil war later he got into @UAlberta congrats to him.human resilience and drive are still alive @kirubelabiyou i see you and i am thrilled to pay for you to go to school its pretty incredible what you've overcome. i'll dm you and we can figure out the details. @kirubelabiyou i see you and i am thrilled to pay for you to go to school its pretty incredible what you've overcome. i'll dm you and we can figure out the details"
X Link 2023-05-09T21:03Z 2M followers, 1M engagements

"Exactly a decade ago on May [--] [----] I wrote this Op Ed in Bloomberg arguing for everyone to put 1% of their net worth in BTC. The average price that day was $128.80. Sadly @business still won't release this from behind their pay wall. https://www.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance https://www.bloomberg.com/opinion/articles/2013-05-30/bitcoin-the-perfect-schmuck-insurance"
X Link 2023-05-30T22:40Z 2M followers, 888.5K engagements

"PSA: Signs I will hate your post: 1) your default worldview includes liberal mentions of dedollarization petrodollars and BRICs - frankly suck it. 2) you abstract it to Occams razor - wtf 3) you refer to something as a Pyrrhic victory - huh All of these things are hyperbolic and bullshit and annoyingly require a google search to figure out which then reminds me of how I want to punch the guy below in the face. Dont be the guy below. Keep things simple. Onwards malcontents"
X Link 2023-08-16T13:15Z 2M followers, 669.4K engagements

"Have private market tech valuations bottomed The surprising answer may be yes. When US Government bond yields go up it also implicitly increases the discount rate - or the rate at which you value a dollar today (its worth more) than a dollar tomorrow (it becomes less valuable). As the discount rate goes up growth stocks are supposed to do poorer and value stocks are supposed to do better because value stocks promise those more valuable today dollars (see above) while growth stocks promise less valuable tomorrow dollars. So why does this chart look like this What this chart shows is an odd"
X Link 2023-08-23T15:13Z 2M followers, 775.1K engagements

"My summary of the moral and cultural rot in our leading universities. We need these places to help our kids become independent first principles thinkers - not oppressed Kens and Karens who cant think for themselves"
X Link 2023-10-18T17:03Z 2M followers, 544.1K engagements

"What I Read This Week: - Infant mortality rates in the U.S. increased for the first time in [--] years. Is this an anomaly or the beginning of the trend What we do know: mothers are waiting longer to have children (particularly millennials) and the rates of infertility and pregnancy complications are going up. Could this also be leading to incrementally higher infant mortality rates - 40% of Americans say theyve never heard of President Bidens EV tax credits which can subsidize the purchase of an EV by up to $7500. When combined with state tax credits a Tesla Model [--] is cheaper than a Toyota"
X Link 2023-11-03T20:34Z 2M followers, 69.8K engagements

"This is ridiculous. The real thing that makes these activists mad is that Mr Beast solved a problem for very little money and in very little time - and that by doing it so cheaply and quickly it highlighted the inefficiency and graft of the existing organizations/solutions. REPORT: Activists are upset at YouTuber Mr. Beast for building [---] wells across Africa that provided clean drinking water to its citizens Although the wells provide clean water to half a million Africans activists are upset with Mr. Beast because they're annoyed a white male https://t.co/RIv1W5TT2H REPORT: Activists are"
X Link 2023-11-08T19:02Z 2M followers, 2.1M engagements

"President Age at Inauguration"
X Link 2023-11-19T21:16Z 2M followers, 255.4K engagements

"Looking past the salaciousness of this weekends events Americas innovation economy is doing a very good job of grabbing failure from the jaws of victory rn. Why Because the VC asset class looks like a mess. They 1) chase trends relentlessly 2) pay up blindly 3) get bamboozled mercilessly And now with the added feature that if an employee base doesnt like a decision they will rally together to implement a better decision without knowing the actual puts and takes. Meaning governance is difficult. All of this is scary to people with money (aka capital). Very hard to see how this fact pattern"
X Link 2023-11-20T19:28Z 2M followers, 491.1K engagements

"I will be hosting a Q+A live on Spaces today at 2:30pm PST. If you are interested in joining in and asking questions you can set a reminder below: https://x.com/i/spaces/1LyGBnDzPZLGN https://x.com/i/spaces/1LyGBnDzPZLGN"
X Link 2024-02-27T17:34Z 2M followers, 112.6K engagements

"Tell me were in a recession without telling me were in a recession. On Wednesday the Bureau of Labor Statistics will downward revise jobs for the April 2023-March [----] period by up to [--] million. This means that all "beats" recorded in the past year will have been misses and the US job market is in far worse shape than the admin would admit. On Wednesday the Bureau of Labor Statistics will downward revise jobs for the April 2023-March [----] period by up to [--] million. This means that all "beats" recorded in the past year will have been misses and the US job market is in far worse shape than the"
X Link 2024-08-18T20:42Z 2M followers, 1.4M engagements

"This is so disheartening. The FAA slow rolls SpaceX approvals to launch Starship while the FCC fast tracks change of control of media partially into foreign hands right before an election. Cant the greatest country in the world do better than this The FCC just fast-tracked George Soros' purchase of 220+ radio stations before November's election. The stations reach 165M Americans. This has never been done before. https://t.co/B9PismtYhU The FCC just fast-tracked George Soros' purchase of 220+ radio stations before November's election. The stations reach 165M Americans. This has never been done"
X Link 2024-09-24T16:27Z 2M followers, 31.2M engagements

"And this happened today"
X Link 2024-09-24T21:07Z 2M followers, 4.6M engagements

"Scientists in Shanghai have cured a 59-year-old patient with advanced type [--] diabetes using cells grown from the patient's own stem cells marking a potential new approach to treating the disease. How does it work The scientists took stem cells from the patient and carefully guided their development to become insulin-producing cells called E-Islets. These lab-grown cells were then injected into the patient's liver. By year two the patients condition improved no longer needing insulin injections and showing normal blood sugar levels. While the results of this stem cell treatment are promising"
X Link 2024-09-30T05:00Z 2M followers, 72.5K engagements

"Deep Dive: Is India the Next Economic Giant Around [--] years ago China experienced a period of unprecedented economic growth and technological advancement. I watched many of my friends invest early in China and achieve remarkable success. Yet I didn't make a single investment then. Why I didn't feel like I understood China. I couldn't speak the language I didn't grasp the political landscape and I felt like an outsider looking in. When I look at India I feel entirely different about it. India's democratic ideals align well with those of the United States. Many Indians speak English which"
X Link 2024-10-01T16:39Z 2M followers, 1M engagements

"Did someone say Epstein/Diddy Client List Release Livestream"
X Link 2024-11-06T07:22Z 2M followers, 1.3M engagements

"Godspeed to President @realDonaldTrump Vice President @JDVance @elonmusk @RobertKennedyJr and @VivekGRamaswamy Go"
X Link 2024-11-06T07:44Z 2M followers, 621.9K engagements

"From a person I respect greatly: Jared Kushner on All-In was a turning point for me and I wouldn't be surprised if that was true for a lot of others. Suddenly we got to see in stark relief that this individual who had been so completely and mercilessly vilified by news organizations for years was actually a thoughtful good person who had done incredible things for our country. MSM is a giant psyop. Hear hear"
X Link 2024-11-06T19:44Z 2M followers, 1.4M engagements

"The public airwaves are filled with lies acted out by professional liarssubsidized by our tax dollars. Its time to return the media to the people"
X Link 2024-11-06T19:49Z 2M followers, 511.8K engagements

"It's only Day3 BREAKING: Following Trumps victory the President of the European Union commission says they want to start buying oil from the United States and not Russia. https://t.co/WRb0NxZqC6 BREAKING: Following Trumps victory the President of the European Union commission says they want to start buying oil from the United States and not Russia. https://t.co/WRb0NxZqC6"
X Link 2024-11-08T20:06Z 2M followers, 1.7M engagements

"Here is the harsh truth as someone who allocates capital in different parts of the world: Canada is no longer a compelling place to invest. Hasnt been for a few years now. As a result the economic prosperity of Canada will continue to shrink. This is despite an incredibly young bright capable and technical workforce that is second to none. In short Canada needs more meritocracy and less virtue signaling. Make Canada Great Again HAPPENING NOW: Another question for Trudeau on Donald Trump followed by another spastic and unhinged response. https://t.co/GmrcNl4KMl HAPPENING NOW: Another question"
X Link 2024-11-09T18:22Z 2M followers, 2.1M engagements

"I cancelled my @nytimes and @washingtonpost subscriptions and just reallocated the money to subscribe and follow the following folks on @X whom I believe help me get accurate news. @cremieuxrecueil @AutismCapital @shellenberger @KanekoaTheGreat @TheChiefNerd I will periodically publish accounts I subscribe to on @X that you may want to consider supporting as well. Worst case consider following them"
X Link 2024-11-09T23:50Z 2M followers, 35.8M engagements

"Replace the US Federal Tax Code's [----] pages and millions of words with a simple flat tax. It could fit into a few pages of simple english make paying taxes simple and enforcement even simpler"
X Link 2024-11-23T01:54Z 2M followers, 3.9M engagements

"Cut State Regulations by 90% Replace DMV with an App Institute School Choice Eliminate Income Tax Replace with a Consumption Tax Double Police and Enforce the Law CA's best and brightest are leaving the state in droves - this would get them back. Make California Great Again"
X Link 2024-11-25T17:44Z 2M followers, 2.1M engagements

"As one accumulates wealth their earnings typically shift radically from income to securities and assets. Said differently they rely less on income and more on equity appreciation. As such if the wealthy wanted to benefit themselves the most in tax policy they would advocate for a lower capital gains tax (or none at all) and modified depreciation or rollover rules not zero income tax. So whenever you see a proposal for zero income tax please try to consider that this benefits lower lower-middle middle and upper middle incomes THE MOST. And it forces the government to abide by lower inflows and"
X Link 2024-11-26T17:53Z 2M followers, 936.2K engagements

"David Sacks is the very best of America - a successful entrepreneur a principled free speech absolutist and a brilliant technologist. He will make sure the US stays at the forefront of AI and Crypto - two of the most consequential technological movements in history. Make America Great Again https://twitter.com/i/web/status/1864850804601229351 https://twitter.com/i/web/status/1864850804601229351"
X Link 2024-12-06T01:54Z 2M followers, 1.3M engagements

"This is pathetically bad. Canadians opted towards warm fuzzy DEI nonsense. Look at how the international community voted economically as a result. This is an important lesson for the rest of us to learn. Socialist virtue signaling is a quick way to shut yourself off from capital. Given enough time this will eventually run your economy onto the rocks. California especially needs to pay close attention"
X Link 2024-12-06T20:45Z 2M followers, 1.3M engagements

"New feature: Grok auto analyses all new congressional bills summarizes it into a few pages a 5-th grader can understand and publishes it into everyones feed. You can mute these stories but you cant say you werent given a chance to know"
X Link 2024-12-19T15:53Z 2M followers, 716.4K engagements

"A tremendous amount of ground covered: Justin Trudeau and I got along very well but there were natural differences in that he is very Liberal and I to put it mildly am not. It will be very interesting to see how we do in the future but first I have to get there. His mother was beautiful and wild. In the 1970s she would go "clubbing" with the Rolling Stones but she was also somehow associated with Fidel Castro. She said he was "the sexiest man I've ever met" and a lot of people say that Justin is his son. He swears that he isn't but how the hell would he know Castro had good hair the "father""
X Link 2024-12-19T22:03Z 2M followers, 2.3M engagements

"Im re-learning all things crypto going into the Trump Presidency. This isnt an endorsement of any specific project but its an acknowledgment that a potentially disruptive wave to commercialize crypto may be forming. Kyles video below is excellent and a good jumping off point to Solana and the ecosystem there which I find increasingly very interesting. Worth watching. In my opening remarks I covered the five most consequential trends of the year: the rise of Solana stablecoins DePIN regulation and the arrival of Wall Street. https://t.co/g483vWelU0 In my opening remarks I covered the five most"
X Link 2024-12-20T16:47Z 2M followers, 1.5M engagements

"This needs to be fixed or it will end in disaster. Why Average Americans buy S&P [---] index ETFs in part because Buffett told them to. They were told they would pay very little and get diversification in the [---] best companies on earth to ride out storms. But as concentrations rise in a very small percentage of those stocks the risks dont fall. They rise. If the indices dont cap the max percentage of any one stock you essentially are holding a direct bet on that ONE company. In this case see that when you buy an index of [---] companies youre really buying [--] companies with [---] others thrown in."
X Link 2024-12-28T23:09Z 2M followers, 4.5M engagements

"Why pay 0% tax in Nevada Texas or Washington where you have school choice and water in the hydrants when you can pay 16% in California and have neither"
X Link 2025-01-09T05:25Z 2M followers, 1.1M engagements

"The team is together. ❤"
X Link 2025-01-18T03:50Z 2M followers, 1.1M engagements

"If you werent sure who the Deep State were they all got pardoned today"
X Link 2025-01-20T12:57Z 2M followers, 6.5M engagements

"Only in America can you chase your dreams take risks grind for decades and find a wife you dont deserve"
X Link 2025-01-21T02:18Z 2M followers, 1.2M engagements

"Here is Deep State Brennan begging the Senate to not confirm Tulsi. The same Deep State Brennan that lied about the Hunter Biden Laptop story. The same Deep State Brennan that was just stripped of his security clearancefor the second time To be aligned with Brennan is to essentially tell the world that you are part of the Deep State. Confirm Tulsi. BREAKING: John Brennan demands the Senate not confirm Tulsi Gabbard https://t.co/i4G2LYnwqZ BREAKING: John Brennan demands the Senate not confirm Tulsi Gabbard https://t.co/i4G2LYnwqZ"
X Link 2025-01-27T15:47Z 2M followers, 482.5K engagements

"I have only one paid subscription to the traditional media left: the WSJ. Reading it over the past few days lays bare how the establishment works through a gullible and complicit media to try and character assassinate their threats. Specifically they are having an absolute brain hemorrhage right now as they confront the possibility of Tulsi at DNI Kash at FBI and Bobby Kennedy at HHS. My simple conclusion is that all three must be confirmed. Drain the swap"
X Link 2025-01-31T21:05Z 2M followers, 570K engagements

"You are wrong. The five alarm fire will happen AFTER the WH reveals some of the waste fraud and corruption this team uncovers. This will be Iran Contra on steroids. Id buckle up. This is a five alarm fire. The people elected Donald Trump to be President - not Elon Musk. Having an unelected billionaire with his own foreign debts and motives raiding US classified information is a grave threat to national security. This should not be a partisan issue. This is a five alarm fire. The people elected Donald Trump to be President - not Elon Musk. Having an unelected billionaire with his own foreign"
X Link 2025-02-02T20:52Z 2M followers, 23.3M engagements

"DOGE has existed twice before Most recently was under President Clintons National Partnership for Reinventing Government and most famously in [----] under Then-Senator Trumans Truman Committee. Interesting that historically BOTH previous efforts at DOGE were Democratic led. Also important to know that with very little money specifically less than $7M over [--] years the Truman Committee saved the USA $10-15B. These are [----] dollars. Adjusted for inflation the Truman Committee saved USA almost $250B of todays dollars"
X Link 2025-02-07T00:56Z 2M followers, 2.6M engagements

"Wow. Boom We cracked it Today we are introducing Boomless Cruisesupersonic flights up to 50% faster with no audible sonic boom. We quietly (har har) demo'd this on XB-1's first supersonic flightthree times actually. 🧵👇 https://t.co/oe0VHJqNit Boom We cracked it Today we are introducing Boomless Cruisesupersonic flights up to 50% faster with no audible sonic boom. We quietly (har har) demo'd this on XB-1's first supersonic flightthree times actually. 🧵👇 https://t.co/oe0VHJqNit"
X Link 2025-02-10T14:50Z 2M followers, 213.5K engagements

"My friends and I are considering starting a new hi limit poker tournament circuit in the US. Millions in payouts per tournament (think Triton++) but some conditions: [--]. There will be drug tests. You cant be on any drugs including any performance enhancing drugs like Ritalin or Adderall. [--]. No sunglasses hoodies or masks. You play with your face uncovered and only prescription eye glasses are allowed. [--]. There will be reasonable hours and formats so that its both not a turbo shove-fest nor an [--] day nit-fest. Thoughts In general what would make tournaments flourish in popularity and attract"
X Link 2025-02-19T01:41Z 2M followers, 1.8M engagements

"Watch this video. It has some important details about what led to yesterdays incredible video from the WH: 1) US sent Bessent weeks ago to Kyiv get a deal signed. Z said no Ill sign in Munich. 2) US sends JD and Rubio to Munich. Z stalls and says Ill sign in Washington. 3) Z shows up at the WH feels emboldened and chaos ensues. If nothing else this makes the grounds for an audit of all the aid sent to Ukraine a very likely outcome. To be fair Z must be under tremendous pressure. Its a very unenviable position hes in and its a very weighty responsibility to both defend your people and fight an"
X Link 2025-03-01T16:29Z 2M followers, 1.7M engagements

"1. Trump is more popular with young people than old people. Most young people dont own stocks or homes (aka they are asset-light). [--]. Trump is also more popular amongst working and middle class folks. Most of these folks are also asset-light. It stands to reason that a fall in asset prices (stocks down or home prices down) have very little impact on his core constituents. To that end I wont be surprised if Trump has little reaction then to an equity or home price market correction. Separately the upside of shrinking these asset prices is that it gives the folks mentioned above a legitimate"
X Link 2025-03-03T21:42Z 2M followers, 5.2M engagements

"Asking Grok3 questions is becoming a daily habit for me. Also it turns out that the current Buffett Index is about [---] SDs away from its historical mean. Probably nothing. https://x.com/i/grok/share/aazcmIsed8iD4ZEM5YgmTdnrr https://x.com/i/grok/share/aazcmIsed8iD4ZEM5YgmTdnrr"
X Link 2025-03-04T15:45Z 2M followers, 594.1K engagements

"Long Main St. Short Wall St. The spread trade of our lifetime has started. TRUMP: There could be a little disruption. You can't really watch the stock market. If you look at China they have a 100-year perspective we go by quarters. What were doing is building a foundation for the future. Trump [---] is very different. Hes Volcker-ing himself. https://t.co/OsqmQA7k2H TRUMP: There could be a little disruption. You can't really watch the stock market. If you look at China they have a 100-year perspective we go by quarters. What were doing is building a foundation for the future. Trump [---] is very"
X Link 2025-03-09T19:19Z 2M followers, 2.1M engagements

"Make no mistake just like in a private company these are losses. America is deeply unprofitable far away from breaking even and if outsiders stop lending us money we will go bankrupt. So in case you didnt know better if you are still wishing DOGE to fail you are wishing for America to default. The train is out of control The first five months of FY [----] produced a deficit of $1.15 TRILLION. Thats $319 Billion more than the deficit recorded in the same period last fiscal year. Were running a $2.75 TRILLION annual deficit. https://t.co/bf7LPvDgFG The train is out of control The first five"
X Link 2025-03-12T19:00Z 2M followers, 36.6M engagements

"After watching the Fox interview with the DOGE team its clear to me that the domestic terrorism against Tesla isnt bottoms-up vandalism. Its an organized effort to pressure Elon to walk away from DOGE. Why There are monied interests that have benefited for decades from the organized leakage from the government. Its clear that DOGE is finding and stopping it. The incentive then to hire rent-a-protesters and pay for organized terrorism is clear. What they dont understand is the Elon will double and triple down. Separately the DOJ can uncover all of this by arresting the protestors making them"
X Link 2025-03-29T17:36Z 2M followers, 1.4M engagements

"Its working. Bessent got his wish. https://t.co/bZDVwo3a6P Bessent got his wish. https://t.co/bZDVwo3a6P"
X Link 2025-04-03T01:32Z 2M followers, 4.9M engagements

"Impose a 1000% tariff on sweatpants dad shoes fanny packs and stupid haircuts. Make America Dress Well Again"
X Link 2025-04-05T16:49Z 2M followers, 664.2K engagements

"Overheard: Personally I think stopping the stupid consumerism of cheap goods from China etc is net beneficial to our society. The low price of clothes to us and fast fashion from Shein etc is net negative to society and the environment and is a total waste"
X Link 2025-04-05T18:30Z 2M followers, 3.3M engagements

"Make America Dress Well Again (Armani Priv + Loro Piana)"
X Link 2025-04-06T00:12Z 2M followers, 2.4M engagements

"My current best view: Trump lets tariff reactions play out for a few weeks. Sees the trend of capitulations and is emboldened to keep going. He fields offers from everyone. Negotiates with no one. Then brings everyone to MaL in a month or two and puts an offer on the table: Bretton Woods [---]. Its simpler and more effective to have one Grand Bargain than negotiate piecemeal with [--] countries+. I am focused on figuring out what terms matter most for the MaL Accords. I have a few in mind which are obvious and would kingmake the US. I dont buy this whole end of US hegemony. This is the moment to"
X Link 2025-04-07T15:09Z 2M followers, 1.9M engagements

"I had a child diagnosed with ADHD several years ago. The immediate reaction of the people involved was to prescribe drugs. We refused. Absolutely under no circumstances were we going to let our pre-pubescent child take amphetamines which is what these ADHD drugs are. More generally I found the diagnosis process shoddy the availability of resources for my child (tutors executive function help etc) to be scattered and expensive and the desire of the school to solve the problem lazy and reductive (sit alone go take tests in a separate place have more time on assignments and feel isolated from"
X Link 2025-04-17T14:57Z 2M followers, 2M engagements

"An API by any other name is still an API. Unless you need to raise money for your AI startup in which case I prefer MCP"
X Link 2025-04-22T15:18Z 2M followers, 422.4K engagements

"Can confirm FSD is awesome. For the past two months in our own car we now just get in put in the destination and turn on FSD. Its changed my mood when I drive. More relaxed less feeling Im distracted. FSD Supervised ride-hailing service is live for an early set of employees in Austin & San Francisco Bay Area. We've completed over 1.5k trips & 15k miles of driving. This service helps us develop & validate FSD networks the mobile app vehicle allocation mission control & https://t.co/pYVfhi935W FSD Supervised ride-hailing service is live for an early set of employees in Austin & San Francisco"
X Link 2025-04-23T18:03Z 2M followers, 35.2M engagements

"Deep Dive: A Primer on Stablecoins Last year Visa announced the launch of the Visa Tokenized Asset Platform a new infrastructure designed to help banks issue and manage stablecoins and tokenized deposits. This week Stripe began testing a stablecoin pilot aiming to help companies outside the U.S. and E.U. access U.S. dollars more easily through stablecoin payments. And just today Mastercard announced new features that allow consumers to spend stablecoins and enable merchants throughout the world to receive them. Stablecoins weekly transaction volumes have already exceeded Visas making it the"
X Link 2025-04-28T21:41Z 2M followers, 401.8K engagements

"So let me get this straight: [--]. Energy prices falling with oil around $60 [--]. 10Y UST yield falling and is now back to 4.18% [--]. The US Government needed to borrow $53B LESS than forecasted because of money saved by DOGE among other things. Not bad"
X Link 2025-04-29T22:10Z 2M followers, 2M engagements

"Over the past [---] years: The number of banks have gone from [-----] to [----] The number of public companies in the US peaked [----] and has since shrunk to [----] Meanwhile the amount of regulation and regulatory agencies have exploded. Regulation at the limit strangles entrepreneurs smaller businesses and public companies in favor of consolidators large rollups and administrators. We need a regulatory reset"
X Link 2025-05-18T02:43Z 2M followers, 40.6M engagements

"Here are my cumulative returns (including SPACS) across all my investing activities since becoming a professional investor. The first five funds were traditional LP/GP funds where I was the largest LP and the keyman GP. The last fund was only my capital. Here are a few rules I have learned after [--] years of doing this. YMMV. Rules: Rule [--]. Dont lose money. Find every way possible to return the fund as quickly as possible. This can dampen returns but make the returns more predictable. Rule [--]. Dont ever forget Rule No [--]. Rule [--]. The only thing that matters is DPI. You cant eat IRR. When you"
X Link 2025-05-23T16:10Z 2M followers, 1.9M engagements

"If this is even remotely true combined with everything else happening rn the only safe trade are hard assets and dare I say gold. Sheesh. GOOGLE WARNS: QUANTUM COMPUTERS COULD CRACK BITCOIN MUCH FASTER THAN EXPECTED Googles latest quantum computing research just blew a hole in old encryption timelines. It now estimates that a quantum machine with fewer than one million noisy qubits could break 2048-bit RSA https://t.co/yReupWc9Nf GOOGLE WARNS: QUANTUM COMPUTERS COULD CRACK BITCOIN MUCH FASTER THAN EXPECTED Googles latest quantum computing research just blew a hole in old encryption timelines."
X Link 2025-05-29T18:51Z 2M followers, 1.7M engagements

".@AmericanExpress may have the laziest and worst run marketing department of any large company. I have had an Amex Gold card for [--] years. In that time I have also NEVER been approached for any kind of upsell cross sell or reactivation. This is despite spending habits that in some months in some years were quite meaningful and diverse. Its almost as if they have ZERO understanding of their customers. Net result is ZERO loyalty. In the last few years Ive mostly migrated to using the @Mastercard Apple Card and the umpteen Ramp cards Ive been issued. Seems like a big fail that will eventually"
X Link 2025-05-31T23:58Z 2M followers, 2.5M engagements

"Exceptional software engineers who would like to get rich pay attention. Announcing "8090 Top Coder Challenge: The Need for Speed" On June 7th (Saturday) at 10AM PT I'll drop the instructions. You'll then have exactly [--] hours to build and submit your solution. It's designed to be hard to complete fully but try your best. Show us your skills under pressure and use whatever AI assistants you want Winner will get a $10k cash prize and a job offer with generous equity. We will give job offers to a few select others as well. Details of the challenge coming on Saturday but if you want to know more"
X Link 2025-06-04T18:41Z 2M followers, 3.1M engagements

"8090 Top Coder Challenge begins now Your mission: Complete our coding challenge in [--] hours. Submissions are only accepted until 6PM PT today. GitHub link below: Good luck https://github.com/8090-inc/top-coder-challenge/ Exceptional software engineers who would like to get rich pay attention. Announcing "8090 Top Coder Challenge: The Need for Speed" On June 7th (Saturday) at 10AM PT I'll drop the instructions. You'll then have exactly [--] hours to build and submit your solution. It's designed https://github.com/8090-inc/top-coder-challenge/ Exceptional software engineers who would like to get"
X Link 2025-06-07T16:59Z 2M followers, 1.2M engagements

"Incredible that almost 58k people voted. I hope everyone that voted No feels seen. Now onto business. I got calls from many Wall Street and Crypto Titans yesterday. They all want in and their vote matters a lot to me so. I will probably do it. Maybe this time it will go better Who knows. The risks are clear though. The last time wasnt a success by any means. I will include this poll AND the community note in EVERY SEC filing possible. It will make an excellent disclosure about the risks and is not short of irony. So what kind of company do you guys want No crying in the casino Should I launch"
X Link 2025-06-19T16:45Z 2M followers, 1.7M engagements

"Just spoke to @NYSE and I asked them to reserve two possible tickers. Please choose the one you would like. $DICA (Dictator Acq Corp) $NONX (No on X) $DICA (Dictator Acq Corp) $NONX (No on X)"
X Link 2025-06-20T00:02Z 2M followers, 476.6K engagements

"China is doubling and tripling down on solar. This will allow them to bring their marginal cost of electricity to zero very quickly. They installed 93GW in May alone"
X Link 2025-07-02T15:55Z 2M followers, 499.8K engagements

"The marginal cost of compute is going to zero. The marginal cost of energy is going to zero. Plan accordingly"
X Link 2025-07-16T11:36Z 2M followers, 2.1M engagements

"Can someone please start CAA for AI people"
X Link 2025-07-16T19:44Z 2M followers, 323.6K engagements

"For those that watch the @theallinpod you may remember that my most obvious trade idea heading into Jan was long the S&P Index and short the Mag7. Aka the Mean Reversion Index Trade Turned out to be free money. Very rare that the market gives you these kinds of fat pitches"
X Link 2025-07-20T19:52Z 2M followers, 1.7M engagements

"Or whomever makes Dojooh wait NVIDIA will be the first $10 trillion dollar company NVIDIA will be the first $10 trillion dollar company"
X Link 2025-07-22T23:05Z 2M followers, 709.9K engagements

"China is not known for emotional decisions so take this at face value"
X Link 2025-07-24T15:04Z 2M followers, 4.6M engagements

"Most of the worlds GDP and revenues are from companies that arent in Silicon Valley. They cant and wont simply move fast and break things. They would rather go slow to go fast or be accurate and right the first time. Todays AI tools are largely meant to build slopware. They are app crappers. This is why many enterprise companies who adopt AI end up getting frustrated and move away from it beyond test budgets and small use cases for CYA purposes. This is why I started [----]. My belief is that the market needs the exact opposite of vibe coding. It needs a collaborative but highly structured"
X Link 2025-09-27T12:56Z 2M followers, 314.7K engagements

"I have seen how the perception of SPACs became clouded particularly related to sponsor compensation forward guidance and retail investors involvement. With American Exceptionalism Acquisition Corp. A I wanted to address this directly and make improvements based on what Ive learned. With respect to alignment of interests I am proud to announce that we have successfully priced a SPAC with no warrants and where the sponsors compensation is entirely and directly tied to stock price appreciation. The sponsors founder shares are not earned unless the stock price increases at least 50% following a"
X Link 2025-09-29T23:52Z 2M followers, 540K engagements

"Secondly and more importantly I want to temper retail investors involvement with my SPACs. This deal was built for institutional investors. Specifically [----] percent went to large institutions each picked explicitly by me. The remaining [---] percent was allocated to retail investors. We designed it this way almost entirely institutionally backed because as I have learned these vehicles are not ideal for most retail investors. They are for investors who can underwrite the volatility place it as part of a broader structured portfolio and have the capital to support the company over the long run."
X Link 2025-09-30T17:13Z 2M followers, 402.2K engagements

"This is not social justice reform when someone like this walks the streets. This is chaos. Listen to this father. Listen to this father. We need to hold judges & DAs responsible for releasing vicious murderers on innocent victims. https://t.co/tywRva8qvI Listen to this father. We need to hold judges & DAs responsible for releasing vicious murderers on innocent victims. https://t.co/tywRva8qvI"
X Link 2025-10-01T16:17Z 2M followers, 1.6M engagements

"Pod up Besties are back 🚨 -- $55B EA take private largest LBO ever -- Saudi's gaming strategy -- Is PE cooked -- The AI rollup opportunity -- SPAC [---] -- AI video apps: slop or future of content -- China's open source AI dominance -- State AI regulation frenzy (0:00) https://t.co/AtKLf7uEwM Besties are back 🚨 -- $55B EA take private largest LBO ever -- Saudi's gaming strategy -- Is PE cooked -- The AI rollup opportunity -- SPAC [---] -- AI video apps: slop or future of content -- China's open source AI dominance -- State AI regulation frenzy (0:00) https://t.co/AtKLf7uEwM"
X Link 2025-10-03T17:36Z 2M followers, 119.9K engagements

"Everything is markets. Incredibly proud to be a partner of @Polymarket and @shayne_coplan. This guy is a beast. Also personally Im excited to work more closely with Jeff Sprecher and @NYSE Markets on everything. Were proud to announce that $ICE the owner of @NYSE and the largest exchange company in the world is making a strategic investment of $2 billion into Polymarket valuing us at $9 billion post-money. Our partnership with ICE marks a major step in https://t.co/oShaglRx9p Markets on everything. Were proud to announce that $ICE the owner of @NYSE and the largest exchange company in the"
X Link 2025-10-07T16:14Z 2M followers, 197.8K engagements

"Katie Porter would like to run the fifth largest economy in the world. BREAKING - The leading Democrat in the race to replace California Governor Gavin Newsom Katie Porter had a full-blown meltdown at a journalist who suggested she might need some Republican voters to win. https://t.co/Np8OzSMZYm BREAKING - The leading Democrat in the race to replace California Governor Gavin Newsom Katie Porter had a full-blown meltdown at a journalist who suggested she might need some Republican voters to win. https://t.co/Np8OzSMZYm"
X Link 2025-10-07T23:53Z 2M followers, 900.4K engagements

"When geopolitical & socio-economic tensions rise both people & nations turn to hard assets. One big buyer in particular has been Beijing. China has been swapping Treasuries for gold for years lifting reserves to over 74m ounces. This is a reflection of both state policy and popular sentiment: hedging against dollar risk sanctions and Chinas own shaky property and stock markets. Its a signal of rising uncertainty in the world. Gold is now outperforming the Nasdaq over the last [--] years. Yes read that again. 5-Yr Performance: 🟠 GOLD +112% 🔵 NASDAQ +98% https://t.co/z56VkH2xcJ Gold is now"
X Link 2025-10-08T17:32Z 2M followers, 665.4K engagements

"Oldie but a goodie. I did this almost five years agoas the stock approaches $100 this was definitively one of the few SPAC deals of that era that worked No crying in the casino $FVAC closed it merger with MP Materials today. I led the PIPE. This creates the largest source of rare earth metals outside of China. Rare earths are a critical input into critical climate change and battery technologies. Ticker changes to $MP and starts trading tomorrow🤤 $FVAC closed it merger with MP Materials today. I led the PIPE. This creates the largest source of rare earth metals outside of China. Rare earths"
X Link 2025-10-14T00:09Z 2M followers, 400K engagements

"You may want to buy this book before you pay for your college tuition. I have written my first book A passion project of almost [--] years Runnin' Down a Dream aims to give people both the motivation & the methods for thriving in a career they actually love. Put a lot of heart and soul into this - hope you ❤ it. Pre-order: https://t.co/vR4XG6JxDy I have written my first book A passion project of almost [--] years Runnin' Down a Dream aims to give people both the motivation & the methods for thriving in a career they actually love. Put a lot of heart and soul into this - hope you ❤ it. Pre-order:"
X Link 2025-10-15T04:24Z 2M followers, 526.9K engagements

"Google was about to lose a vote by the Indianapolis City council and withdrew a proposal for a $1B data center. Microsoft pulled a similar project in Wisconsin based on community pushback. Are these isolated incidents or the beginning of a trend If the data below is accurate then we should expect that more local communities will pushback to stop data center buildouts in their region if it spikes electricity prices so much. A solution however is for these hyperscalers to use their robust free cashflow to go into local areas and pay for solar+storage or pay for the electricity for every"
X Link 2025-10-15T22:12Z 2M followers, 1.1M engagements

"Watch the interviewbuy the book I bought it and am excited to read it. Well done @andrewrsorkin 🥂 [----] vs 2025: Andrew Ross Sorkin on Crashes Bubbles & Lessons Learned The All-In Interview is BACK 🚨 @andrewrsorkin joins @chamath and @friedberg to discuss: -- His new book on the [----] market crash -- Parallels to [----] -- How AI factors in -- Post-crash socialism flare https://t.co/1aec6Wp3Mb [----] vs 2025: Andrew Ross Sorkin on Crashes Bubbles & Lessons Learned The All-In Interview is BACK 🚨 @andrewrsorkin joins @chamath and @friedberg to discuss: -- His new book on the [----] market crash --"
X Link 2025-10-16T16:33Z 2M followers, 193.1K engagements

"I have been an investor in @PalmettoEnergy for many years now. They are the fastest growing residential energy company in America. Their offer is simple: get off the treadmill of rising utility rates in your area become more resilient and upgrade your infrastructure to best-gen equipment and save 15% or more while doing it. https://palmetto.com/lp/all-inutm_source=chamath https://palmetto.com/lp/all-inutm_source=chamath"
X Link 2025-10-18T17:25Z 2M followers, 133K engagements

"Here are two very important charts about the current AI boom. Chart 1: Distribution Matters Open AI is still the clear leader but interestingly they are loosing percentage share as the market grows. This is normal for a category leader but its curious who they are losing share to. Its not really to other startups but incumbents with existing massive distribution. This means that Google has a huge runway ahead of itself as their models and services become better. It also means that when/if Meta gets their act together they will be able to gain share quickly. Lastly it likely means that xAI"
X Link 2025-10-19T20:15Z 2M followers, 715K engagements

"Pod with Elon Pod up: [--] minutes with Bestie Elon 🚀 @elonmusk joins to talk: -- Three years of X -- Grokipedia -- Tesla vote and his future with the company -- OpenAI lawsuit and for-profit conversion -- AI power efficiency -- Self-driving robotaxis -- Bill Gates flips on climate -- https://t.co/lKAldrchDs Pod up: [--] minutes with Bestie Elon 🚀 @elonmusk joins to talk: -- Three years of X -- Grokipedia -- Tesla vote and his future with the company -- OpenAI lawsuit and for-profit conversion -- AI power efficiency -- Self-driving robotaxis -- Bill Gates flips on climate --"
X Link 2025-10-31T21:17Z 2M followers, 278.6K engagements

"Figure and Optimus are making astounding progress. This week Figure has passed [--] months running on the BMW X3 body shop production line We have been running [--] hours per day every single day of production It is believed that Figure and BMW are the first in the world to do this with humanoid robots https://t.co/zAXCbApXBJ This week Figure has passed [--] months running on the BMW X3 body shop production line We have been running [--] hours per day every single day of production It is believed that Figure and BMW are the first in the world to do this with humanoid robots https://t.co/zAXCbApXBJ"
X Link 2025-11-07T15:14Z 2M followers, 311.6K engagements

"Every few months the market hands out free moneyjust have to listen open your window and stick your basket out. 🔮Chamath calls Bitcoin dropping under $100k From Episode [---] recorded Nov. [--] 2025: Bitcoin is about to break through $100k to the downside which I think is a psychological barrier that probably has another 5-10% more to run. There's a dispersion happening in the Mag [--] as https://t.co/MSVUiMNb88 🔮Chamath calls Bitcoin dropping under $100k From Episode [---] recorded Nov. [--] 2025: Bitcoin is about to break through $100k to the downside which I think is a psychological barrier that"
X Link 2025-11-15T18:21Z 2M followers, 1.2M engagements

"You can have all the money in the world but if you don't have your health you're broke. I came from an unhealthy background (overweight family history of heart disease and diabetes) and over the past decade have reduced my "health system" to a few critical things that works incredibly well for me: Everyday: Exercise/mobility eat as well as I can Every [--] years: Full body MRI Every [--] years: Contrast CT of my heart We documented my protocol and followed me around for a week while I ran it. All-In Presents: How Chamath Optimized His Health https://t.co/0D89V989P6 All-In Presents: How Chamath"
X Link 2025-11-17T20:16Z 2M followers, 592.3K engagements

"2) This week Japans long-dated government bond yields have surged to their highest levels since (and in some cases beyond) the [----] financial crisis. The new PM Sanae Takaichi is pushing for Japans biggest stimulus since COVID with the cabinet approving a [----] trillion yen ($135.40 billion) economic stimulus package. JGB yields have long set a baseline for global debt markets because of the countrys ultra-loose monetary policy and negligible inflation. However growing concerns about the nations worsening fiscal position brought about by Takaichis stimulus package have sent the Japanese"
X Link 2025-11-22T19:54Z 2M followers, [----] engagements

"3) @tryramp announced their raise of $300M at a $32B valuation led by Lightspeed Venture Partners. Their revenue doubled to over $1B in one year with a 153% YoY growth rate 10x faster than the median public SaaS business. Their massive move has been on the back of their new AI initiative. Ramps AI has made over [--] million decisions across $10 billion in spend to create thinking money auditing itself with intelligence memory and reason. By automating the obvious key decisions this leaves room for the finance team to make higher-leverage decisions. Ramp is now positioning itself as a full-stack"
X Link 2025-11-22T19:54Z 2M followers, 50K engagements

"Move Fast and Break Things vs Move Slow and Forge Things Move fast and break things was a something we invented at Facebook to get a bunch of entitled Ivy League kids to grind for us. It worked. Then all of Silicon Valley mistakenly confused correlation with causation and adopted this mode for themselves without questioning it. In a world of AI those that continue to pray at this altar will be the first to lose their jobs. Moving fast and breaking things is exactly the low hanging fruit that AI will automate. Learn to move slow and forge things. Make things that can stand the test of time."
X Link 2025-11-24T17:32Z 2M followers, 362.4K engagements

"i just used geminiii on what i felt was a complicated business problem and it blew me away with its answer"
X Link 2025-11-26T01:47Z 2M followers, 676.5K engagements

"More below. https://chamath.substack.com/p/what-i-read-this-week-163 https://chamath.substack.com/p/what-i-read-this-week-163"
X Link 2025-11-30T19:56Z 2M followers, 36.3K engagements

"Accurate JUST IN: World's biggest YouTuber 'MrBeast' to launch financial services platform. https://t.co/LWj5fv8vzd JUST IN: World's biggest YouTuber 'MrBeast' to launch financial services platform. https://t.co/LWj5fv8vzd"
X Link 2025-12-05T23:01Z 2M followers, 337K engagements

"Mainstream medias approach is to paint anyone they cant control as corrupt or conflicted. The truth is always the opposite. The individuals arent corrupt. The media is. America deserves the best and brightest from industry taking a few years off to work in government and help make sure we remain the most vibrant country in the world. Just because those people refuse to be in the pocket of the media doesnt mean they deserve to be smeared. 🚨 Chamath on Why New York Times Runs Hit Jobs on Non-Establishment Figures The whole point was to get enough chatter so that people like Sacks and other"
X Link 2025-12-06T16:31Z 2M followers, 202.5K engagements

"Blake becomes more and more impressive as I get to know himthis is just awesome. A new product a new customer a new financing Introducing Superpower: a 42MW natural gas turbine optimized for AI datacenters built on our supersonic technology. Superpower launches with a 1.21GW order from @CrusoeAI Backstory 🧵👇 https://t.co/ZfXjrRxHeM A new product a new customer a new financing Introducing Superpower: a 42MW natural gas turbine optimized for AI datacenters built on our supersonic technology. Superpower launches with a 1.21GW order from @CrusoeAI Backstory 🧵👇 https://t.co/ZfXjrRxHeM"
X Link 2025-12-09T14:49Z 2M followers, 494.9K engagements

"Merry Christmas from the White House"
X Link 2025-12-11T15:30Z 2M followers, 653K engagements

"This attitude is why healthcare in America is both really expensive and sometimes not very good. A preventative MRI something my friends and I do every 2-3 years absolutely exists and has tremendous value. It is the best form of schmuck insurance: 99.9% of the time it finds nothing 0.1% of the time it saves your life. The cost of a full body MRI is $2-3k right now but it has fallen from $5k a few years ago. This procedure will soon be under $1k or less than $1/day when accounting for the periodicity making it affordable for many - especially through an HSA or employer sponsor. Doctor here 👋"
X Link 2025-12-11T16:04Z 2M followers, 897.5K engagements

"This is absolute lunacy. Ive said many times that SF is a dump. It is. But its now becoming a dumpster fire. Banning R&D in the Mission area of SF What does that even mean Burritosyes Cancer curesno thanks DSA Supervisor @JackieFielder_ is back on her bullshit. She wants to ban all R&D in the Mission and it looks like she's going to get away with it bc the rest of the BoS isn't paying attention. Sorry this has to be a thread but it's fucking insane and you need to know details. DSA Supervisor @JackieFielder_ is back on her bullshit. She wants to ban all R&D in the Mission and it looks like"
X Link 2025-12-13T12:00Z 2M followers, 384.4K engagements

"Torontos technical talent is consistently underrated. This is why we continue to bet on it and want to grow the ecosystem of builders there. If youre in Toronto in January (or nearby) please come Were hosting our first Toronto hackathon in January: Build for Builders. Top AI + tech leaders will be judging hanging around and yes hiring. If youre a builder who ships this ones for you: https://t.co/HuiZ5Mac11 Were hosting our first Toronto hackathon in January: Build for Builders. Top AI + tech leaders will be judging hanging around and yes hiring. If youre a builder who ships this ones for you:"
X Link 2025-12-17T01:55Z 2M followers, 279.5K engagements

"To make the math simple the car on the left is $25k. The car on the right is $150k. That said the key question in my mind arent the design choices each made but how regulators will frame their expectations to have a robust safe fully autonomous fleet in their city. I suspect initially they start with licenses for both. And as they collect data it will be incumbent on Tesla to show their error tolerances are as good or better than Waymo. Otherwise it creates a lobbying opportunity for Waymo to convince regulators that increasing the BoM helps increase safety for pedestrians and other drivers."
X Link 2025-12-17T18:10Z 2M followers, 891.6K engagements

"Milton Friedman observed that inflation is always and everywhere a monetary phenomenon. But affordabilitythe prices of particular thingscan be very much a local phenomenon. Case in point California has the worst affordability crisis in America - entirely created by our state politicians and their ineffectiveness. A case in a few pictures https://twitter.com/i/web/status/2003156997609562602 https://twitter.com/i/web/status/2003156997609562602"
X Link 2025-12-22T17:33Z 2M followers, 212.2K engagements

"Merry Christmas 🎄🎁 🎊"
X Link 2025-12-25T14:55Z 2M followers, 451K engagements

"California will be bankrupt by [----]. If youre expecting a state pension it is at risk. If you dont believe it check Grok or Gemini and explore how California politicians changed the reporting rules on your pension so they could hide how underwater it is. The middle class citizens of California will soon be asked to pay a huge price to bail out the state. Why them Because that is where most of the wealth of California resides. Its easy to single out billionaires but there arent many of them and they can and will all leave before the bottom falls out. They are leaving in droves already. The"
X Link 2025-12-25T20:08Z 2M followers, 1.7M engagements

"This idiotic attack by an inept California politician on a productive California resident caused him to leave. It should not be lost on anyone that this has already cost California $10s of billions in lost taxes from Elon and the plethora of well paid employees that followed him out of the state. That number will exceed $200B+ as SpaceX goes public and Tesla grows even more and whatever amazing new companies he starts from nowin Texas. Said differently had California embraced its innovators and worked with them to find ways to support them they could count on hundreds of billions in tax"
X Link 2025-12-25T20:59Z 2M followers, 48.8K engagements

"This idiotic attack by an inept California politician on a productive California resident caused him to leave. It should not be lost on anyone that this has already cost California $10s of billions in lost taxes from Elon and the plethora of well paid employees that followed him out of the state. That number will exceed $200B+ as SpaceX goes public and Tesla grows even more and whatever amazing new companies he starts from nowin Texas. Said differently had California embraced its innovators and worked with them to find ways to support them they could count on hundreds of billions in tax"
X Link 2025-12-25T21:23Z 2M followers, 1.9M engagements

"Your daily reminder that if you are hoping for a California state pension because of the fraud and grift of your elected officials in California your state pension is at risk. California politicians decided that the best way to cover up their addiction to overspending/under-delivering is to change the reporting rules at the pension system to be as aggressive as possible. Why Because pensions are constitutionally protected and if it looked underfunded more tax money would have to go to them (and away from politicians) to fill that hole. So the politicians changed the reporting rules to make"
X Link 2025-12-28T05:56Z 2M followers, 468.8K engagements

"Minnesota is proof positive how broken liberal ideology is. In their haste to create more equity right historic wrongs celebrate diversity and all manner of other well established orthodoxy they have instead completely upended the rule of law enabled rampant fraud while looking the other way and through their voting laws have broken down the integrity of their states democracy. Truly insane stuff going on there rn"
X Link 2025-12-28T20:04Z 2M followers, 424.7K engagements

"We may be witnessing the Cambrian explosion that creates DOGE [---] - completely decentralized gonzo journalism exposing fraud all over the country"
X Link 2025-12-28T21:01Z 2M followers, 500.3K engagements

"Never stop learing"
X Link 2025-12-30T01:39Z 2M followers, 367.3K engagements

"The bond market is waking up to the fraud. Politicians may be able to sweep this under the rug but nothing can stop the bond market Pain is coming via interest rates on muni and state bondsno bond holder wants to be the bagholder for waste fraud and abuse. This is insane. With no desire to stop the fraud California politicians insist that they will start taxing property and assets of the richest Californians now. When these richest Californians leave which I guarantee they will especially when they understand the extent of This is insane. With no desire to stop the fraud California"
X Link 2025-12-30T20:54Z 2M followers, 481.9K engagements

"Cant have kids because you cant afford daycare. Cant afford daycare because most of the money is actually given to imaginary daycares resulting in fewer spots and higher prices from the few real ones. It doesnt have to be this way"
X Link 2025-12-31T00:01Z 2M followers, 347.2K engagements

"The reason you cant afford healthcare: Healthcare premiums are too high. Taxing Jeff Bezos more may be right for other reasons but it will do nothing to fix this. Premiums are too high because insurance companies game the pricing model brought by Obamacare. Obamacare capped gross margins at 15%. So for healthcare companies to make more money they didnt have to find efficiency or compete harder they could coordinate and raise prices. And they did that. Making 15% on $10000 with little competition is better for them than making 15% or more on $1000. Now Obamacare says you must spend these extra"
X Link 2025-12-31T14:22Z 2M followers, 412.2K engagements

"Billionaires in California were the sheep you could shear forever. But try to skin them and they will be gone forever. All it will leave is a huge budget hole you will eventually be asked to fill. Unfortunately this lesson will now be learned by California voters the hard way"
X Link 2026-01-01T00:44Z 2M followers, 287.6K engagements

"Yet California politicians want to not only increase taxes but trick you by using labels like Billionaire Tax to get you to vote in a constitutional amendment that will allow them to seize your assets and private property. Its never been done before. Anywhere in the country. Not only that they want the ability to do it as often as they see fit. Billionaire Tax. Right. Why is it so stunningly easy to defraud the State of California [---] million fake community college applications. $32 billion in unemployment fraud. $24 billion in homeless funds lost. $17 billion on a nonexistent High-Speed"
X Link 2026-01-01T03:58Z 2M followers, 155.3K engagements

"Well then I hope the West uses [----] to get our 2nm chip processes in shape so that if this happens we have the option to stay out of it. In a New Years address Chinese President Xi Jinping said reunification with Taiwan is unstoppable https://t.co/N6FGikmoON https://t.co/oshQ9u7pj6 In a New Years address Chinese President Xi Jinping said reunification with Taiwan is unstoppable https://t.co/N6FGikmoON https://t.co/oshQ9u7pj6"
X Link 2026-01-01T15:09Z 2M followers, 762.3K engagements

"Daycares in Minnesota outspent each of the Mag7 in political giving. Seems not fishy. Per Gemini: Based on federal lobbying disclosures for the full year of [----] zero individual tech companies reached the $35 million threshold. While [----] was a record-breaking year for many tech giants their individual federal spending remained well below $35 million. Even the largest spenders in the industryAmazon Meta and Alphabettypically hover in the $15M to $25M range. Daycares in Minnesota donated a combined $35 million to political campaigns in the last two years They didnt even try to hide the money"
X Link 2026-01-01T23:09Z 2M followers, 1.4M engagements

"🤔 I crunched the data. Again. I made a map. Again. The picture is now even CLEANER. States without voter ID requirements are 16x more likely to offer welfare benefits to illegal immigrants than states requiring ID (67% vs 4% p0.0001). Dems are importing and paying illegals https://t.co/aSkmqiDmWI I crunched the data. Again. I made a map. Again. The picture is now even CLEANER. States without voter ID requirements are 16x more likely to offer welfare benefits to illegal immigrants than states requiring ID (67% vs 4% p0.0001). Dems are importing and paying illegals https://t.co/aSkmqiDmWI"
X Link 2026-01-04T14:55Z 2M followers, 188.3K engagements

"California is disguising a proposed asset seizure tax as a "Billionaire Tax" but the math doesn't add up. They wanted $100B from [---] Californian billionaires but $500B in wealth has already fled the state leaving a $25B hole in their plan. And its still only a proposal. Imagine how much more wealth will leave if this actually makes the ballot Why should you care The fine print in the bill allows the California legislature to apply this asset tax to non-billionaires as well whenever they want. Your car home and jewelry would all count. California isnt coming just for the rich. This bill while"
X Link 2026-01-06T02:57Z 2M followers, 946K engagements

"Wow California under Gavin Newsom is officially being investigated for massive financial fraud. The Nick Shirley Effect. https://t.co/TJAfgjhO6m California under Gavin Newsom is officially being investigated for massive financial fraud. The Nick Shirley Effect. https://t.co/TJAfgjhO6m"
X Link 2026-01-06T16:44Z 2M followers, 312.7K engagements

"Lots of talk on X and some opportunistic edits about tariffs and India from our interview with Sec Lutnick. Here is the full 4min clip to set the record straight. Trump's Tariff Staircase - Why India doesnt have a deal yet. Great moment from @howardlutnick explaining how tariff deals happen behind the scenes: https://t.co/yXyLnV76YL Trump's Tariff Staircase - Why India doesnt have a deal yet. Great moment from @howardlutnick explaining how tariff deals happen behind the scenes: https://t.co/yXyLnV76YL"
X Link 2026-01-09T17:38Z 2M followers, 216.5K engagements

"Bravo FDA Commissioner Dr. Marty Makary says the FDA has intentionally been lying to us for [--] years about fat being bad for you He says this allowed Big Pharma to sell more drugs They suppressed the data for [--] years. Two other large studies failed to show an association. Finally https://t.co/jRuKfJt1O0 FDA Commissioner Dr. Marty Makary says the FDA has intentionally been lying to us for [--] years about fat being bad for you He says this allowed Big Pharma to sell more drugs They suppressed the data for [--] years. Two other large studies failed to show an association. Finally"
X Link 2026-01-10T01:26Z 2M followers, 234.5K engagements

"Holy shit 🚨This account from a Venezuelan security guard loyal to Nicols Maduro is absolutely chillingand it explains a lot about why the tone across Latin America suddenly changed. Security Guard: On the day of the operation we didn't hear anything coming. We were on guard but https://t.co/392mQuakYV 🚨This account from a Venezuelan security guard loyal to Nicols Maduro is absolutely chillingand it explains a lot about why the tone across Latin America suddenly changed. Security Guard: On the day of the operation we didn't hear anything coming. We were on guard but https://t.co/392mQuakYV"
X Link 2026-01-10T18:00Z 2M followers, 1.8M engagements

"This is really exciting and Im personally very happy for my friends Andrew Feldman and G42/MGX. I have said this earlier on @theallinpod but we are about to see a renaissance in decode silicon. This is a necessary step as we make AI the default stack for applications over the next decade+. Along those lines I think the early PC maker wars in the 80s/90s can be a useful analogy in understanding where the puck is going https://twitter.com/i/web/status/2011486582386106387 https://twitter.com/i/web/status/2011486582386106387"
X Link 2026-01-14T17:12Z 2M followers, 111K engagements

"The U.S. economy is $31 trillion. Labor costs account for 60% of that value. Experts agree AI will transform the $18.6 trillion labor market. but they disagree on how. This deep dive presents a http://x.com/i/article/2011493510382518273 http://x.com/i/article/2011493510382518273"
X Link 2026-01-14T18:29Z 2M followers, 153.8K engagements

"💀💀 The lawsuit between Elon Musk and OpenAI is surfacing some pretty interesting evidence: OpenAI's Greg Brockman: "It'd be wrong to steal the non-profit from him. to convert to a b-corp without him. that'd be pretty morally bankrupt. and he's really not an idiot." Days later https://t.co/22nF73g62p The lawsuit between Elon Musk and OpenAI is surfacing some pretty interesting evidence: OpenAI's Greg Brockman: "It'd be wrong to steal the non-profit from him. to convert to a b-corp without him. that'd be pretty morally bankrupt. and he's really not an idiot." Days later https://t.co/22nF73g62p"
X Link 2026-01-16T19:19Z 2M followers, 337K engagements

"I haven't really talked about this but about five years ago I invested $45M in a Series A that created Beast Industries by bringing together all of Jimmy's various business interests under one umbrella. Creating Beast Industries allowed us to streamline our capital allocation and double down on the big long term opportunities like financial services telecoms a creator marketplace etc. Jimmy has come a long way in these past [--] years and the business is just starting to get going. I'm very excited for him to have a chance to achieve his ambition. He's a very special entrepreneur. $BMNR holds"
X Link 2026-01-16T23:41Z 2M followers, 1.6M engagements

"The next shoe to drop A $500B Tax Equity Fund can pay the electricity costs of all US homeowners forever by paying for each home to get solar + storage. If this happens it will be historic. The OBBBA already has the tax law codified to enable the Mag7 to do this right now. Free electricity for every American Chamath explains how its possible. @chamath: I think the president should try to create a $300B-$500B tax equity fund and help eliminate the electricity costs of 50-100M American households. If you actually go to solar and storage for https://t.co/JwgUAMReeC Free electricity for every"
X Link 2026-01-17T19:27Z 2M followers, 419.6K engagements

"The waste in California is now so obvious that even Hollywood has had enough. Actor David Spade raising awareness that a bill was introduced in California to audit where the $20+ billion dollars in missing homeless money went it passed but then Gavin Newsom VETOED the bill to block the investigation Yes this really happened. He blocked bills for an https://t.co/uZEmiQ07fG Actor David Spade raising awareness that a bill was introduced in California to audit where the $20+ billion dollars in missing homeless money went it passed but then Gavin Newsom VETOED the bill to block the investigation"
X Link 2026-01-17T21:12Z 2M followers, 348.3K engagements

"California is a bunch of elected grifters appointing their friends to NGOs who also grift while trying to distract people by calling anyone who works hard a grifter or an evil billionaire so they can tax and steal everything without being caught. This state is a fucking joke. The government in California takes twice as much from its residents but we receive less in return. https://t.co/9xaB2QkRPR The government in California takes twice as much from its residents but we receive less in return. https://t.co/9xaB2QkRPR"
X Link 2026-01-19T18:12Z 2M followers, 432.4K engagements

"The fight over the Billionaire Tax has uncovered the following truth: A small group of people are trying to normalize being an unaccomplished grifter who cant make hard decisions and would rather take from winners even if its illegal or unconstitutional. In doing so it would torch the 4th largest economy in the world This is what little care they have for the future. So do you want to tell your kids that being a loser is ok Dont try just take from others. Or do you want to tell them that you get out of a system what you put in and adults need to step up and make hard decisions. Lets vote on"
X Link 2026-01-19T18:36Z 2M followers, 200.3K engagements

"No more winners They make the rest of us feel bad. Instead of self improvement I want to wallow in resentment of you - because you are a winner How dare you I think its time for everyone to be an equal loser. Let's teach our kids to be losers. How great it will be Don't study - whatever your grades don't matter. Can't read - it's ok we will subsidize you. Won't work - no worries here's a handout. Equal opportunity losing is way better and more just than unequal winning I think we can all agree on that"
X Link 2026-01-19T19:53Z 2M followers, 174.1K engagements

"Not sure how many people know this but in SF a union is proposing fines for companies whose CEO is paid more than 100x their median employee. Again like in the asset seizure tax the proceeds would be to pay for various services that could be funded if there was instead a focus on cutting waste. https://www.pacificresearch.org/will-residents-benefit-from-latest-sf-ceo-tax-history-says-no/ https://www.pacificresearch.org/will-residents-benefit-from-latest-sf-ceo-tax-history-says-no/"
X Link 2026-01-20T04:44Z 2M followers, 346.8K engagements

"I mentioned this earlier but there are a lot of interesting consequences to autonomous driving. One of them is that insurance companies start to look more financially predictable.they charge lower premiums but they also pay out less. This will flow through to reinsurers as well. Case in point Lemonade cutting premiums by 50% if you drive a Tesla with FSD. Important implications for all car insurers. NEWS: U.S. insurer Lemonade has announced that it will offer a 50% rate cut for drivers of @Tesla vehicles when FSD is steering because it had data showing it reduced accidents. A car that sees"
X Link 2026-01-21T19:08Z 2M followers, 593.2K engagements

"Feeding the United States is an economic operation that serves over [---] million people every day. The $5 trillion economy of food production and distribution must function regardless of weather labor http://x.com/i/article/2014032584305713152 http://x.com/i/article/2014032584305713152"
X Link 2026-01-22T19:20Z 2M followers, 86.6K engagements

"This bill is an attempt at creating a nanny state. Its an assault on hi agency people and freedom. That is the opposite of democracy. Other than bitter losers are there any credible people that actually believes this stuff @chamath Everyone should read the full bill It has little to do with billionaire tax and everything to do with creating the system that lets the state seize wealth from all classes. https://t.co/L7wsQ3mf9m @chamath Everyone should read the full bill It has little to do with billionaire tax and everything to do with creating the system that lets the state seize wealth from"
X Link 2026-01-24T18:14Z 2M followers, 217.9K engagements

"What I read this week. 1) JGB Yields Break New Highs Explained On January [--] [----] the Japanese Government Bond (JGB) market experienced what U.S. Treasury Secretary Scott Bessent described as a 6-standard deviation move. The 40-year yield spiked by 26-basis-points in a single session breaching 4.2% for the first time since the maturity was introduced in [----]. This crisis was triggered by Prime Minister Sanae Takaichis announcement to dissolve the current parliament and force a snap general election on February [--]. By doing this she is bypassing lawmakers who oppose her and asking the public to"
X Link 2026-01-24T18:53Z 2M followers, 94.1K engagements

"President Trump can make this happen. It would transform America. https://truthsocial.com/@realDonaldTrump/115951002275904202 https://truthsocial.com/@realDonaldTrump/115951002275904202"
X Link 2026-01-24T21:08Z 2M followers, 435.9K engagements

"Insane. We need a ballot proposition to vote on this so California politicians can be shown that none of us want high state taxes to begin with but especially when its used to pay for elective healthcare for illegal immigrants while American citizens get less for paying into the system. 🚨 Dr. Oz Says a New Audit Found California Charged the Federal Government Over $1.5 BILLION For Free Healthcare for Illegals If you're on Medicare you don't get free dental you don't get free vision. You do if you're an illegal immigrant in California We've audited https://t.co/jDqKHk4TEq 🚨 Dr. Oz Says a New"
X Link 2026-01-25T17:23Z 2M followers, 282K engagements

"This chart shows that the top 1% of California taxpayers are responsible for more than 33% of all tax dollars. The top 0.1% of California taxpayers payers (17500 people) are responsible for more than 16% of all tax revenues. The point is that only a few people in a state of 40M people pay a huge portion of the states revenues. As one of them I can tell you categorically that weve had enough. We will all move if this tax insanity doesnt stop and pockets are organizing already to do so en masse. The middle class will then be left alone to pay for all the waste of the politicians youve elected"
X Link 2026-01-25T19:11Z 2M followers, 339.9K engagements

"🤔 California's Central Valley produces 80% of the world's almonds. Each almond requires [---] gallons of actual irrigation water to grow. Not rainfall. Actual tap water pumped from aquifers. One gallon of almond milk requires [---] gallons of irrigation water. Compare that to dairy https://t.co/wA54U96qEB California's Central Valley produces 80% of the world's almonds. Each almond requires [---] gallons of actual irrigation water to grow. Not rainfall. Actual tap water pumped from aquifers. One gallon of almond milk requires [---] gallons of irrigation water. Compare that to dairy"
X Link 2026-01-26T18:49Z 2M followers, 649.3K engagements

"You can identify all the greatest countries in the world by asking a simple question: "Is it cool to be rich there" Countries that celebrate success and still have strong safety nets: Singapore Denmark and Switzerland. Every country that has gotten the answer to this question wrong has become economically irrelevant and a vassal state of another. We should properly take care of everyone but you need resources and leverage that only come in success. Many countries in Europe have become examples of not getting this right. https://twitter.com/i/web/status/2015942284651725303"
X Link 2026-01-27T00:17Z 2M followers, 518.7K engagements

"California is held captive by a handful of Machiavellian Union CEOs These union organizers should have the courage to inform their dues-paying members that they are trying to torch the economy by destroying the tech community in California with this "Billionaire Tax". This will drive California into bankruptcy and ultimately decrease the earnings of their union members when the bottom falls out of the California economy and its budget. https://twitter.com/i/web/status/2015942734687961505 https://twitter.com/i/web/status/2015942734687961505"
X Link 2026-01-27T00:19Z 2M followers, 79.4K engagements

"Me too. clawdbot made me realize that nothing interesting about me lives on my local device and that google owns everything about me. in other words a local ai assistant isnt particularly useful and google will just win everything. clawdbot made me realize that nothing interesting about me lives on my local device and that google owns everything about me. in other words a local ai assistant isnt particularly useful and google will just win everything"
X Link 2026-01-27T00:21Z 2M followers, 373.7K engagements

"I just spent [--] minutes on clawdbot at it saved me 15% on my car insurance"
X Link 2026-01-27T01:53Z 2M followers, 623.7K engagements

"hate when effective altruism rears its ugly head oh no @openclaw https://t.co/bo6kVj3EMJ oh no @openclaw https://t.co/bo6kVj3EMJ"
X Link 2026-01-27T02:03Z 2M followers, 196.7K engagements

"Thought exercise: USA and China both win the AI race. Our AIs are roughly equally capable: what we can build they can also build. Whatever next gen weapons we design they can also design. This creates a detente where we each stick to our own hemispheres and leave each other alone. Each of us rely on a few countries for resources know how and capital. Those chosen countries exclusively work with US or China but not both. Every other country in the world then becomes a vassal state of either the US or China. With no native AI or critical resources they lobby to become a protectorate of one or"
X Link 2026-01-27T02:54Z 2M followers, 319.8K engagements

"This is the first time Nat and I have ever been interviewed together Hes been non-stop railing on Newsoms billionaire tax but is @chamath actually leaving California Who wins in a fight Chamath or @NathalieDompe Does he think his SPAC strategy was stupid Were going All-IN with Chamath & Nathalie. @katiemillerpod 6PM ET Tuesday https://t.co/l9ssygX8LB Hes been non-stop railing on Newsoms billionaire tax but is @chamath actually leaving California Who wins in a fight Chamath or @NathalieDompe Does he think his SPAC strategy was stupid Were going All-IN with Chamath & Nathalie. @katiemillerpod"
X Link 2026-01-27T03:03Z 2M followers, 246K engagements

"So good Yesterday I set up an AI agent on a mac mini in my garage. Told it "handle my life" and went to bed Woke up and it had: Quit my job on my behalf (negotiated [--] months severance) Divorced my wife (I got the house) Filed [--] patents. I have not been briefed on what they do https://t.co/QNeFLQQj94 Yesterday I set up an AI agent on a mac mini in my garage. Told it "handle my life" and went to bed Woke up and it had: Quit my job on my behalf (negotiated [--] months severance) Divorced my wife (I got the house) Filed [--] patents. I have not been briefed on what they do https://t.co/QNeFLQQj94"
X Link 2026-01-27T03:49Z 2M followers, 1.1M engagements

"With the right label"
X Link 2026-01-27T21:01Z 2M followers, 129.3K engagements

"This is the [--] GW data center we are building in AZ. AI is responsible for 100-200bp of GDP over the next few years in America yet there are many misconceptions and misinformation. One important fact is that many data centers including ours pays our own way on energy. More below from my Partner on this project Anita Verma. [--] Arizona industry leaders. One open letter. One shared goal: Arizonas energy future. As our state navigates complex energy decisions we wanted to share key facts: Data centers fund their own power infrastructure without burdening ratepayers. They create jobs generate tax"
X Link 2026-01-27T23:56Z 2M followers, 154.9K engagements

"The critical question is whether these decisions would stand up to scrutiny today based on everything we know. If not this is really devious and should be reversed. Medical "normal ranges" manipulation: 1985: Fasting glucose over [---] mg/dL = diabetic 2003: Lowered to [---] mg/dL Suddenly [--] million more diabetics 1985: Blood pressure over 160/100 = hypertension 2017: Lowered to 130/80 Suddenly [--] million more "patients" 1985: Cholesterol Medical "normal ranges" manipulation: 1985: Fasting glucose over [---] mg/dL = diabetic 2003: Lowered to [---] mg/dL Suddenly [--] million more diabetics 1985: Blood"
X Link 2026-01-28T00:32Z 2M followers, 360.4K engagements

"This is total madness. Enough taxation. Please start by governing well and then demand we give you more money because you're doing such a good job. Asset seizures will only drive capital flight. Netherlands now joins California in the stupidity of its proposals. cc @chamath Has everyone gone mad cc @chamath Has everyone gone mad"
X Link 2026-01-28T18:59Z 2M followers, 334.5K engagements

"Amazing chart worth reading. Legacy SaaS has a short window to convert RPO to revenue. Otherwise the AI cometh @chamath A few tickers with current high RPO exposure: Salesforce $CRM ServiceNow $NOW Workday $WDY https://t.co/lHoSqlwKTS @chamath A few tickers with current high RPO exposure: Salesforce $CRM ServiceNow $NOW Workday $WDY https://t.co/lHoSqlwKTS"
X Link 2026-01-29T17:32Z 2M followers, 423.8K engagements

"is there a way to do a regression on doctor quality and mcat score one could also look at malpractice claims vs mcat score as well. NEW: The Department of Justice has joined the Students for Fair Admissions lawsuit against UCLA medical schooland it managed to get its hands on UCLAs MCAT scores broken out by race. In [----] Hispanic matriculants only scored in 66th percentile. Asians scored in the 90th. https://t.co/agUIuIgOoy NEW: The Department of Justice has joined the Students for Fair Admissions lawsuit against UCLA medical schooland it managed to get its hands on UCLAs MCAT scores broken"
X Link 2026-01-29T20:10Z 2M followers, 387.3K engagements

"Essentially an equity swap. Establish a value for SpaceX establish a value for Tesla and then merge the cap tables. You can get MS or GS to run an auction to price discover the SpaceX price. Wrap the whole thing in a huge round to accompany the merger. Its much cleaner than have SpaceX go public and then merge it with Tesla later. This is the time to do it. https://twitter.com/i/web/status/2017266017945497774 https://twitter.com/i/web/status/2017266017945497774"
X Link 2026-01-30T15:57Z 2M followers, 345.7K engagements

"What I read this week. 1) Neuralink has officially expanded its human clinical trials to [--] participants worldwide marking a significant jump from the [--] reported late last year. The focus has shifted from basic cursor control to "Telepathy" for patients with ALS and spinal cord injury. There were moments I realized oh this is a much bigger deal than I thought the Neuralink is not only able to follow along but it may also anticipate what you want to do next just a little bit faster than you can think it. - Noland the first human to receive a Neuralink implant New data shows that signal"
X Link 2026-01-31T20:36Z 2M followers, 136.9K engagements

"My research team and I share interesting things weve read and 50-100 slide Deep Dives on my Substack. More here: https://chamath.substack.com/p/what-i-read-this-week-171 https://chamath.substack.com/p/what-i-read-this-week-171"
X Link 2026-01-31T20:43Z 2M followers, 72.7K engagements

"Probably. While not trained on this explicitly weve had similar requests for old Fortran and COBOL systems and weve made them work. We have also been asked several times to do this for DB2 and we may be able to get to this this year. Point is is that an Assembly Line wont work clean out of the box but we can probably tune one up and help you get something useful working reasonably fast"
X Link 2026-01-31T20:49Z 2M followers, 53.9K engagements

"One down one to go 🙏🏽 To the stars @SpaceX & @xAI are now one company To the stars @SpaceX & @xAI are now one company"
X Link 2026-02-03T03:58Z 2M followers, 378.6K engagements

"As Elon says fate loves irony https://t.co/VVyBBvF95I https://t.co/VVyBBvF95I"
X Link 2026-02-03T08:25Z 2M followers, 540K engagements

"The consequences of ending the filibuster are non trivial but this may be the mountain for the filibuster to die on. Absolutely incredible CNN showing that the overwhelming majority of Americans support Voter ID: 🔴Republicans - 95% 🔵Democrats - 71% Voter ID is not "racist". Its common sense. https://t.co/KYFCLxNKg0 Absolutely incredible CNN showing that the overwhelming majority of Americans support Voter ID: 🔴Republicans - 95% 🔵Democrats - 71% Voter ID is not "racist". Its common sense. https://t.co/KYFCLxNKg0"
X Link 2026-02-03T18:16Z 2M followers, 452.5K engagements

"Software leverage doesnt come from faster typing. It comes from stronger coordination. Software Factory is a multiplayer platform: shared requirements blueprints and work orders flow to coding agents via MCP. Alignment first. Then parallel execution. Try it: http://8090.ai http://8090.ai"
X Link 2026-02-04T02:27Z 2M followers, 142.9K engagements

"@alifarhat79 Hahahahhahaha"
X Link 2026-02-05T23:32Z 2M followers, 73.1K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing