#  @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: [-------] [#](/creator/twitter::3291691/interactions)  - [--] Week [----------] +76% - [--] Month [----------] -60% - [--] Months [-----------] -36% - [--] Year [-----------] +146% ### Mentions: [---] [#](/creator/twitter::3291691/posts_active)  - [--] Week [---] +27% - [--] Month [---] +33% - [--] Months [---] +11% - [--] Year [-----] +81% ### Followers: [---------] [#](/creator/twitter::3291691/followers)  - [--] Week [---------] +0.21% - [--] Month [---------] +1.30% - [--] Months [---------] +3.30% - [--] Year [---------] +6.90% ### CreatorRank: [------] [#](/creator/twitter::3291691/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #457 [countries](/list/countries) 16.34% [stocks](/list/stocks) 10.51% [technology brands](/list/technology-brands) #3457 [automotive brands](/list/automotive-brands) 4.67% [celebrities](/list/celebrities) 4.67% [cryptocurrencies](/list/cryptocurrencies) 3.5% [exchanges](/list/exchanges) #1015 [travel destinations](/list/travel-destinations) 1.95% [vc firms](/list/vc-firms) 0.78% **Social topic influence** [in the](/topic/in-the) #3545, [ai](/topic/ai) #1407, [money](/topic/money) #1125, [the world](/topic/the-world) 4.67%, [if you](/topic/if-you) 4.28%, [china](/topic/china) #4850, [pay](/topic/pay) #2040, [more than](/topic/more-than) #1581, [tesla](/topic/tesla) #1611, [the first](/topic/the-first) #193 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@danw2capital](/creator/undefined) [@deogb1](/creator/undefined) [@theallinpod](/creator/undefined) [@mapotherthimas](/creator/undefined) [@degentradinglsd](/creator/undefined) [@elonmusk](/creator/undefined) [@cfaroark](/creator/undefined) [@socialcapital](/creator/undefined) [@pakovm](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@otoya_coinjoin](/creator/undefined) [@masterbtcltc](/creator/undefined) [@friedberg](/creator/undefined) [@soldatthetop](/creator/undefined) [@aforkinlife](/creator/undefined) [@cipherhoodlum](/creator/undefined) [@curationmostly](/creator/undefined) [@gatorvtl](/creator/undefined) [@houdiniswap](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [10s (10S)](/topic/$10s) ### Top Social Posts Top posts by engagements in the last [--] hours "To be clear this is just a wild ass guess and my daydream of what happens" [X Link](https://x.com/chamath/status/2018559744760578060) 2026-02-03T05:38Z 2M followers, 111.5K 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](https://x.com/chamath/status/1892026721374998990) 2025-02-19T01:41Z 2M followers, 1.8M 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](https://x.com/chamath/status/2020622235359379767) 2026-02-08T22:14Z 2M followers, 384.4K engagements "Impose a 1000% tariff on sweatpants dad shoes fanny packs and stupid haircuts. Make America Dress Well Again" [X Link](https://x.com/chamath/status/1908562559902638195) 2025-04-05T16:49Z 2M followers, 664.2K 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](https://x.com/chamath/status/1930334198344364106) 2025-06-04T18:41Z 2M followers, 3.1M engagements "Most documentation rots because its expensive to maintain and easy to ignore. Software Factory is documentation-first so teams can describe systems in English and let agents compile that intent into code. It detects drift on every code push and keeps documentation synchronized with reality. Context stays alive. Agents keep building. Try it here: http://8090.ai http://8090.ai" [X Link](https://x.com/chamath/status/2021026827511398578) 2026-02-10T01:01Z 2M followers, 196.5K engagements "With Zucks move to Florida Californias total taxable wealth from billionaires has plummeted to well under $1T from over $2T just a few weeks ago. The loss of this tax revenue was totally avoidable but is now forever. All because Gavin Newsom stood motionless as this stupidly written bill from a fringe union and a handful of socialist academics with an axe to grind meandered its way into the public conversation without any action from him and freaked everyone out. These were all people that were paying 13%+ in state income tax every year WITH NO COMPLAINTS UNTIL A FEW WEEKS AGO. And now for" [X Link](https://x.com/chamath/status/2021085135769305418) 2026-02-10T04:53Z 2M followers, 3.3M engagements "In [----] I hired McKinsey to teach me about the global energy transition. I learned a lot but it cost me more than $2M. After that experience I decided to build my own internal research project at Social Capital called Learn With Me. Over the last two years my @socialcapital team and I systematized our process into a product that allows anyone to learn with me continuously for a fraction of the cost of a single McKinsey report. Each Learn With Me Deep Dive represents 300+ hours of first-principles research expert interviews and truth-seeking analysis of what's happening in the world today. We" [X Link](https://x.com/chamath/status/2021288214171164735) 2026-02-10T18:20Z 2M followers, 389.5K engagements "With the right label" [X Link](https://x.com/chamath/status/2016255139947151784) 2026-01-27T21:01Z 2M followers, 129.3K engagements "@DevinSoto what do you think about the current challenges facing quantum computing and thoughts on the estimated timelines for it to be practical" [X Link](https://x.com/chamath/status/2017014399974924538) 2026-01-29T23:18Z 2M followers, [----] 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](https://x.com/chamath/status/2017266017945497774) 2026-01-30T15:57Z 2M followers, 345.7K 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](https://x.com/chamath/status/2017701873923592450) 2026-01-31T20:49Z 2M followers, 53.9K engagements "@JoeAdamsDCMS We can help you do it. You would need to have a precise English language set of rules heuristics and expectations that you can write down and commit to being accurate. SF and [----] can take care of the rest" [X Link](https://x.com/chamath/status/2017702809115021476) 2026-01-31T20:53Z 2M followers, [----] engagements "@davidmotta This is our entire focus. Messy old systems. Our system isnt the best for vibe coding or slopware" [X Link](https://x.com/chamath/status/2017702942154101097) 2026-01-31T20:54Z 2M followers, 10.9K engagements "@david_elmsly Lots of regulated and enterprise SaaS" [X Link](https://x.com/chamath/status/2017703212334387362) 2026-01-31T20:55Z 2M followers, [----] engagements "@teslayoda And raise $50-100B so post money is $3.1T" [X Link](https://x.com/chamath/status/2018614311695061316) 2026-02-03T09:15Z 2M followers, 83.8K engagements "@chiropractic what are the economics like for your home" [X Link](https://x.com/chamath/status/2019141353629012351) 2026-02-04T20:09Z 2M followers, [----] engagements "@alifarhat79 Hahahahhahaha" [X Link](https://x.com/chamath/status/2019554688128151623) 2026-02-05T23:32Z 2M followers, 73.1K engagements "We have too many colleges graduating kids into suffocating student debt and worthless degrees. Weve created an artificial societal culture that celebrates a BA or Masters or PhD without asking the critical question: In what For America to thrive there should be fewer colleges and college grads for the sake of graduating from college and more people who are economically thriving because they make good decisions upon graduating from high school. This can happen by having the awareness as a society to celebrate the mechanic nurse or electrician as much or more than the Masters because we have" [X Link](https://x.com/chamath/status/1989741665687670832) 2025-11-15T17:05Z 2M followers, 2.3M engagements "The blue states in the image below have electricity prices that are as much as 4x the electricity rates of the red states. This is not due to any technological inferiority in those blue states but specific policy decisions that have driven competition out and prices up" [X Link](https://x.com/chamath/status/2014384543680364881) 2026-01-22T17:07Z 2M followers, 936.6K 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](https://x.com/chamath/status/2015135948133339558) 2026-01-24T18:53Z 2M followers, 94.1K 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](https://x.com/chamath/status/2015981833746579603) 2026-01-27T02:54Z 2M followers, 319.7K 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](https://x.com/chamath/status/2016308334861942819) 2026-01-28T00:32Z 2M followers, 360.3K engagements "Matts explanation is reasonable but the stock is down 20+% todayso Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can" [X Link](https://x.com/chamath/status/2017326547569676434) 2026-01-30T19:58Z 2M followers, 456.1K engagements "new pod POD UP Besties are back 🚨 -- ICE Chaos in Minneapolis -- Clawdbot Takeover -- Why the Dollar is Dropping Gold and Silver Ripping -- California Governor Race (0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions (45:54) https://t.co/axCs9nqYlu POD UP Besties are back 🚨 -- ICE Chaos in Minneapolis -- Clawdbot Takeover -- Why the Dollar is Dropping Gold and Silver Ripping -- California Governor Race (0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions (45:54) https://t.co/axCs9nqYlu" [X Link](https://x.com/chamath/status/2017437488089063896) 2026-01-31T03:19Z 2M followers, 312.8K 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](https://x.com/chamath/status/2017698612508262875) 2026-01-31T20:36Z 2M followers, 136.8K 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](https://x.com/chamath/status/2018532243497783365) 2026-02-03T03:49Z 2M followers, 239.9K engagements "In [----] the energy landscape hit a historic inflection point. Solar now attracts $500B in investments each year more capital than all other electricity sources combined. Last year the world http://x.com/i/article/2019132874495258627 http://x.com/i/article/2019132874495258627" [X Link](https://x.com/chamath/status/2019135008884289822) 2026-02-04T19:44Z 2M followers, 189.8K 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](https://x.com/chamath/status/2020882643177648504) 2026-02-09T15:29Z 2M followers, 330.6K engagements "@elonmusk In" [X Link](https://x.com/chamath/status/2020994442560434212) 2026-02-09T22:53Z 2M followers, 57.7K 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](https://x.com/chamath/status/2021823986477510829) 2026-02-12T05:49Z 2M followers, 358.5K engagements "Is on-premise the new cloud Im beginning to think yes. Its the only way for companies to not blow themselves up and have some semblance of capability in an AI world" [X Link](https://x.com/chamath/status/2022009107964899755) 2026-02-12T18:05Z 2M followers, 527.9K 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](https://x.com/chamath/status/1355204597703274497) 2021-01-29T17:22Z 2M followers, 57.1K 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](https://x.com/anyuser/status/1359248379377762310) 2021-02-09T21:10Z 2M followers, 23.8K 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](https://x.com/chamath/status/1951631686417924120) 2025-08-02T13:10Z 2M followers, 4M 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](https://x.com/chamath/status/1986076707196162068) 2025-11-05T14:22Z 2M followers, 4.7M engagements "Show me the incentive and Ill show you the outcome" [X Link](https://x.com/chamath/status/2003161377381429265) 2025-12-22T17:51Z 2M followers, 19.8M engagements "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 in the short term and because of AI the lack of profits in the long term. Every SaaS company has sold the dream (to investors and employees) that they will growth quickly now and harvest lots of cash later. With AI this assumption may be completely out the window. Now the threshold question is whether their growth will be" [X Link](https://x.com/chamath/status/2014044948660887981) 2026-01-21T18:38Z 2M followers, 1.4M 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](https://x.com/chamath/status/2015502847270367489) 2026-01-25T19:11Z 2M followers, 339.8K engagements "Never ending taxation and regulations are how governments create structural poverty in those they govern. Without capital or freedom you become a serf who is completely reliant on their largesse" [X Link](https://x.com/chamath/status/2016598627402367337) 2026-01-28T19:45Z 2M followers, 170.9K engagements "Just let me buy $ELON. @chamath Called it Sir As always thank you https://t.co/VkfXCaBpXE @chamath Called it Sir As always thank you https://t.co/VkfXCaBpXE" [X Link](https://x.com/chamath/status/2017007422905430300) 2026-01-29T22:50Z 2M followers, 2.5M 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](https://x.com/chamath/status/2018750552541467023) 2026-02-03T18:16Z 2M followers, 452.3K engagements "I agree. We support your preferred coding agent via MCP. You can try our Software Factory here: http://8090.ai After using Opus [---] and Codex [---] I can say the only missing piece for 100% software engineering automation is something like what @chamath is building at https://t.co/xffbSamdzR http://8090.ai After using Opus [---] and Codex [---] I can say the only missing piece for 100% software engineering automation is something like what @chamath is building at https://t.co/xffbSamdzR" [X Link](https://x.com/chamath/status/2019553697605570686) 2026-02-05T23:28Z 2M followers, 196K engagements "👀 Solar and battery storage combined drove 81% of new U.S. grid capacity in [----]. [----] GW solar + [----] GW storage = [----] GW of zero-fuel infrastructure. The grid isn't choosing renewables anymore. It's economically opting to - with Texas leading the way https://t.co/64ypm02LTg Solar and battery storage combined drove 81% of new U.S. grid capacity in [----]. [----] GW solar + [----] GW storage = [----] GW of zero-fuel infrastructure. The grid isn't choosing renewables anymore. It's economically opting to - with Texas leading the way https://t.co/64ypm02LTg" [X Link](https://x.com/chamath/status/2020670341241004428) 2026-02-09T01:25Z 2M followers, 184.4K engagements "All In interview with @cz_binance the founder of Binance - cryptos biggest company. CZ's Untold Story: The Rise Fall and Redemption of Binance's Founder @cz_binance sits down with @chamath for an amazing two hour interview (0:00) From China to Canada (6:13) CZs Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering https://t.co/ztCJpxY5uz CZ's Untold Story: The Rise Fall and Redemption of Binance's Founder @cz_binance sits down with @chamath for an amazing two hour interview (0:00) From China to Canada (6:13) CZs Early Career: Shockingly Normal (17:39) First" [X Link](https://x.com/chamath/status/2021224987651084426) 2026-02-10T14:09Z 2M followers, 215.6K 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](https://x.com/chamath/status/2021415660484747558) 2026-02-11T02:47Z 2M followers, 87.5K engagements "Theres something equally important to attorney-client privilege and that is confidentiality in general. How many white collar workers are currently feverishly uploading decks models PDFs and otherwise confidential work product into public LLMs trying to do their job better or otherwise get an edge right now Non-zero. How will this work then when a company claims copyright or confidentiality violations because it turns out an employee broke their employee agreement when using one of these tools. But then what Do the tools purge that information Can you undo any prompt/response meta data Agent" [X Link](https://x.com/chamath/status/2021991383327027322) 2026-02-12T16:54Z 2M followers, 473.4K 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](https://x.com/chamath/status/1355379667964813313) 2021-01-30T04:57Z 2M followers, 25.4K 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](https://x.com/anyuser/status/1375128655534256131) 2021-03-25T16:53Z 2M followers, 22.6K engagements "- Small government - Fiscal responsibility - Social tolerance - Freedom of speech - Hi quality public schools - Pensions for the old - Healthcare for the sick - Secure border + legal immigration - No wars The first and last items are revolutionary. They would create a society that includes the money and will to ensure all the items between them" [X Link](https://x.com/chamath/status/1678652378172588034) 2023-07-11T06:28Z 2M followers, 1.1M 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](https://x.com/chamath/status/1691800755001348522) 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](https://x.com/chamath/status/1694367344917729621) 2023-08-23T15:13Z 2M followers, 775.1K engagements "Biden drained the SPR to help push down US CPI when oil looked like it was going to $100. How does oil not spike again now on the back of two hot wars (Israel-Hamas and Russia-Ukraine) and a 1.5M barrel production cut by OPEC with an SPR that is at the same level it was in the mid 1980s If inflation then spikes back up what does the Fed do The Fed is already in a game of chicken with the bond market and is under a lot of pressure to do no harm and ideally start the cutting cycle soon. This would make that path much less likely. And if all of these events roil the capital markets and" [X Link](https://x.com/chamath/status/1710890763205406980) 2023-10-08T05:31Z 2M followers, 1.5M 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](https://x.com/chamath/status/1720540038079897908) 2023-11-03T20:34Z 2M followers, 69.8K engagements "President Age at Inauguration" [X Link](https://x.com/chamath/status/1726348829652586635) 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](https://x.com/chamath/status/1726683838582251961) 2023-11-20T19:28Z 2M followers, 491.1K 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](https://x.com/chamath/status/1870148918807539959) 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](https://x.com/anyuser/status/1873144394100187263) 2024-12-28T23:09Z 2M followers, 4.5M 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](https://x.com/chamath/status/1898816004991689127) 2025-03-09T19:19Z 2M followers, 2.1M engagements "Its working. Bessent got his wish. https://t.co/bZDVwo3a6P Bessent got his wish. https://t.co/bZDVwo3a6P" [X Link](https://x.com/chamath/status/1907607060675702979) 2025-04-03T01:32Z 2M followers, 4.9M engagements "Make America Dress Well Again (Armani Priv + Loro Piana)" [X Link](https://x.com/chamath/status/1908674061129179246) 2025-04-06T00:12Z 2M followers, 2.4M 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](https://x.com/chamath/status/1914700312356725201) 2025-04-22T15:18Z 2M followers, 422.4K 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](https://x.com/chamath/status/1916970964983972070) 2025-04-28T21:41Z 2M followers, 401.8K 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](https://x.com/chamath/status/1928162226466075094) 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](https://x.com/chamath/status/1928964351828045862) 2025-05-31T23:58Z 2M followers, 2.5M 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](https://x.com/chamath/status/1935850708181614637) 2025-06-20T00:02Z 2M followers, 476.6K engagements "The marginal cost of compute is going to zero. The marginal cost of energy is going to zero. Plan accordingly" [X Link](https://x.com/chamath/status/1945447502628491590) 2025-07-16T11:36Z 2M followers, 2.1M engagements "Can someone please start CAA for AI people" [X Link](https://x.com/anyuser/status/1945570312604500027) 2025-07-16T19:44Z 2M followers, 323.6K 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](https://x.com/chamath/status/1947795202389033254) 2025-07-22T23:05Z 2M followers, 709.9K 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](https://x.com/chamath/status/1971921914894717154) 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](https://x.com/chamath/status/1972811873562320930) 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](https://x.com/chamath/status/1973073646659969101) 2025-09-30T17:13Z 2M followers, 402.2K 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](https://x.com/chamath/status/1974166613634195648) 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](https://x.com/anyuser/status/1975595518454792402) 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](https://x.com/chamath/status/1975711154258534694) 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](https://x.com/chamath/status/1975977622548156917) 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](https://x.com/chamath/status/1977889483522769027) 2025-10-14T00:09Z 2M followers, 400K 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](https://x.com/chamath/status/1979599814695464993) 2025-10-18T17:25Z 2M followers, 133K 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](https://x.com/chamath/status/1984369084302328200) 2025-10-31T21:17Z 2M followers, 278.6K 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](https://x.com/chamath/status/1992320842303414468) 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](https://x.com/chamath/status/1993009926353174960) 2025-11-24T17:32Z 2M followers, 362.4K 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](https://x.com/chamath/status/1995220429099979242) 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](https://x.com/chamath/status/1997078968529568115) 2025-12-05T23:01Z 2M followers, 337K engagements "Merry Christmas from the White House" [X Link](https://x.com/chamath/status/1999139689173749835) 2025-12-11T15:30Z 2M followers, 653K engagements "Buyer beware .@friedberg just told me she is polling SECOND for President in [----] amongst Democrats. Her desires are a very slippery slope and the end result is a police state with top down censorship by nameless/faceless people you didnt elect. Basically a thought police. This concerns me enough that I will now allocate some of my time in [----] to ideas that promote unabashed privacy and freedom of speech. I had thought this was a solved problem after @elonmusk bought X but clearly its not. While I think an AOC outcome is still unlikely its one election and we could quickly return to a world" [X Link](https://x.com/chamath/status/2002782032837939235) 2025-12-21T16:43Z 2M followers, 1.1M engagements "California is proposing a 5% excise tax on billionaires. I put it in quotes because it proposes counting everything and the kitchen sink as a dragnet to qualify as many people as possible. But what they are really doing is breaking the seal on a trend that will bankrupt the state. The inevitable outcome will be an exodus of the states most talented entrepreneurs who can and will choose to build their companies in less regressive states. All that will be left behind is the middle class. The tax burden then will fall to the middle class because after the richest choose to leave the middle class" [X Link](https://x.com/chamath/status/2003203883791790266) 2025-12-22T20:39Z 2M followers, 537.6K 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](https://x.com/chamath/status/2004295930628264005) 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](https://x.com/chamath/status/2004302109584289971) 2025-12-25T21:23Z 2M followers, 1.9M engagements "We may be witnessing the Cambrian explosion that creates DOGE [---] - completely decentralized gonzo journalism exposing fraud all over the country" [X Link](https://x.com/chamath/status/2005383719469850959) 2025-12-28T21:01Z 2M followers, 500.3K engagements "Never stop learing" [X Link](https://x.com/chamath/status/2005816046461047163) 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](https://x.com/chamath/status/2006106633089249462) 2025-12-30T20:54Z 2M followers, 481.9K 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](https://x.com/chamath/status/2006527030796697768) 2026-01-01T00:44Z 2M followers, 287.6K 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](https://x.com/chamath/status/2009681125078380974) 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](https://x.com/chamath/status/2009799004532719907) 2026-01-10T01:26Z 2M followers, 234.5K 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](https://x.com/chamath/status/2012607849814458801) 2026-01-17T19:27Z 2M followers, 419.6K engagements "This is my cardiologist and this is about me https://t.co/tUtBgoNqVb https://t.co/tUtBgoNqVb" [X Link](https://x.com/chamath/status/2012628964590727649) 2026-01-17T20:51Z 2M followers, 3.3M 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](https://x.com/chamath/status/2012634169075994739) 2026-01-17T21:12Z 2M followers, 348.2K 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](https://x.com/chamath/status/2013313570650329288) 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](https://x.com/chamath/status/2013319661409230906) 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](https://x.com/chamath/status/2013339157201072531) 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](https://x.com/chamath/status/2013472614191149165) 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](https://x.com/chamath/status/2014052483241484639) 2026-01-21T19:08Z 2M followers, 593.2K 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](https://x.com/chamath/status/2015125967656853976) 2026-01-24T18:14Z 2M followers, 217.9K engagements "President Trump can make this happen. It would transform America. https://truthsocial.com/@realDonaldTrump/115951002275904202 https://truthsocial.com/@realDonaldTrump/115951002275904202" [X Link](https://x.com/chamath/status/2015169863585759672) 2026-01-24T21:08Z 2M followers, 435.9K 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](https://x.com/chamath/status/2015859545424404705) 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](https://x.com/chamath/status/2015942284651725303) 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](https://x.com/chamath/status/2015942734687961505) 2026-01-27T00:19Z 2M followers, 79.4K 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](https://x.com/chamath/status/2015968932126196172) 2026-01-27T02:03Z 2M followers, 196.7K 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](https://x.com/chamath/status/2015983918076592154) 2026-01-27T03:03Z 2M followers, 245.9K 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](https://x.com/chamath/status/2015995597069943251) 2026-01-27T03:49Z 2M followers, 1.1M engagements "Newsom and California keep endlessly raising taxes and then waste it to their cronies. At no point did they think to actually spend even a few cents of more than $350B PER YEAR on filling the water tanks Then comes the Palisades fire and guess what The insurance companies are now suing the Government of California because they think California should pay.not them. If you were them wouldn't you do the same This is the price of incompetence and larceny by our government representatives in California. When will enough be enough BOMBSHELL: Gavins bad day just got worse. The insurance companies" [X Link](https://x.com/chamath/status/2016293290392617021) 2026-01-27T23:32Z 2M followers, 281.4K 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](https://x.com/chamath/status/2016299274259345816) 2026-01-27T23:56Z 2M followers, 154.9K 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](https://x.com/chamath/status/2016967290361958474) 2026-01-29T20:10Z 2M followers, 387.3K 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](https://x.com/chamath/status/2017700281882964286) 2026-01-31T20:43Z 2M followers, 72.7K engagements "@bsilone Way way worse" [X Link](https://x.com/chamath/status/2020992393798090773) 2026-02-09T22:45Z 2M followers, [----] engagements "@bigmoji @mattob Pot is trash" [X Link](https://x.com/chamath/status/2020994779530858820) 2026-02-09T22:54Z 2M followers, [----] engagements "@geetkhosla @socialcapital thousands. most common feedback is "keep the freeloaders away keep the community elite"" [X Link](https://x.com/chamath/status/2021297408429215799) 2026-02-10T18:57Z 2M followers, [----] engagements "Today marks the launch of American Exceptionalism Acquisition Corp. A a special purpose acquisition company that will trade on the New York Stock Exchange under the ticker AEXA. AEXA was more than 5x http://x.com/i/article/1972767780580868096 http://x.com/i/article/1972767780580868096" [X Link](https://x.com/chamath/status/1972776673495097456) 2025-09-29T21:33Z 2M followers, 3M 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](https://x.com/chamath/status/1989760657223553167) 2025-11-15T18:21Z 2M followers, 1.2M 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](https://x.com/chamath/status/2007151450695037224) 2026-01-02T18:06Z 2M followers, 2.9M engagements "Has your lived experience in California gotten 3x better in the past [--] years Because your taxes and borrowing have gone up to triple spending in that same time. California Population: 2004: 35.6M 2024: 39.4M California Spending: 2004: $155B ($4350/person) 2025: $510B ($12940/person) https://twitter.com/i/web/status/2010767097593233672 https://twitter.com/i/web/status/2010767097593233672" [X Link](https://x.com/chamath/status/2010767097593233672) 2026-01-12T17:33Z 2M followers, 20.1M engagements "This in a nutshell. @chamath When elected leaders will not pass bills supported by an overwhelming majority of Americans then the system is broken. @chamath When elected leaders will not pass bills supported by an overwhelming majority of Americans then the system is broken" [X Link](https://x.com/chamath/status/2018874247243014422) 2026-02-04T02:28Z 2M followers, 283.4K 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](https://x.com/chamath/status/1714688700104536416) 2023-10-18T17:03Z 2M followers, 544.1K 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](https://x.com/chamath/status/1762531666206376064) 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](https://x.com/chamath/status/1825272053198463460) 2024-08-18T20:42Z 2M followers, 1.4M 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](https://x.com/chamath/status/1841155884266782771) 2024-10-01T16:39Z 2M followers, 1M engagements "Ive had every car imaginable: Range Rover Mercedes Bentley Toyota Ferrari Volkswagen Honda And my Model Y is the absolute best no close competitor. Model Y rated highest in safety Model Y rated highest in safety" [X Link](https://x.com/chamath/status/1950161764219572626) 2025-07-29T11:49Z 2M followers, 3.9M engagements "No idea this existed until today. People can make billions ratting out the fraud: What is qui tam Via Gemini: Qui tam is a legal provision that allows a private individual (known as a relator) to file a lawsuit on behalf of the government to recover funds lost to fraud. The term comes from the Latin phrase qui tam pro domino rege quam pro se ipso in hac parte sequitur meaning "he who brings the action for the king as well as for himself." In California these actions are primarily governed by the California False Claims Act (CFCA) which is modeled after the federal version but tailored to" [X Link](https://x.com/chamath/status/2005386348169953607) 2025-12-28T21:12Z 2M followers, 1.5M 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](https://x.com/chamath/status/2006087862492582084) 2025-12-30T19:39Z 2M followers, 13.1M 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](https://x.com/chamath/status/2014417838820491494) 2026-01-22T19:20Z 2M followers, 86.6K 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](https://x.com/chamath/status/2015475591667999121) 2026-01-25T17:23Z 2M followers, 281.9K 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](https://x.com/chamath/status/2015943170832715915) 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](https://x.com/chamath/status/2015966444027322763) 2026-01-27T01:53Z 2M followers, 623.6K 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](https://x.com/chamath/status/2016586969279844628) 2026-01-28T18:59Z 2M followers, 334.4K 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](https://x.com/chamath/status/2016927526950715771) 2026-01-29T17:32Z 2M followers, 423.7K 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](https://x.com/chamath/status/2018534619117949423) 2026-02-03T03:58Z 2M followers, 378.5K engagements "As Elon says fate loves irony https://t.co/VVyBBvF95I https://t.co/VVyBBvF95I" [X Link](https://x.com/chamath/status/2018601628279202253) 2026-02-03T08:25Z 2M followers, 539.8K 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](https://x.com/chamath/status/2018873938479358243) 2026-02-04T02:27Z 2M followers, 142.8K 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](https://x.com/chamath/status/2019751147033247768) 2026-02-06T12:32Z 2M followers, 88.6K engagements "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](https://x.com/chamath/status/2020673676434382927) 2026-02-09T01:38Z 2M followers, 164.4K engagements "We bought a bank" [X Link](https://x.com/chamath/status/2020908919712006304) 2026-02-09T17:13Z 2M followers, 915.3K engagements "@jshakov Because Newsom could have actually done something to off-ramp this dumpster fire. Ro has zero capability to do anything as a federal congressman" [X Link](https://x.com/chamath/status/2021088219845230869) 2026-02-10T05:05Z 2M followers, 59.6K 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](https://x.com/chamath/status/2021255089000939810) 2026-02-10T16:09Z 2M followers, 140K 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](https://x.com/chamath/status/2021296705904226675) 2026-02-10T18:54Z 2M followers, 48.4K engagements "Per the article: We maintain a zero-tolerance policy towards fraud in the naturalization process and will pursue denaturalization proceedings for any individual who lied or misrepresented themselves he said. We will continue to relentlessly pursue those undermining the integrity of Americas immigration system and work alongside the Department of Justice to ensure that only those who meet citizenship standards retain the privilege of U.S. citizenship" [X Link](https://x.com/chamath/status/2022050158968811753) 2026-02-12T20:48Z 2M followers, 167.3K engagements "Well it turns out the billionaire tax proposal that is upending the California budget was never about healthcare it was about retribution and envy I read their books essays and proposals and listened to their mid-2010s YouTube talks to create what is essentially the first ideological profile of the people behind Californias wealth tax. The men in question are very explicitly using wealth taxes in what they describe I read their books essays and proposals and listened to their mid-2010s YouTube talks to create what is essentially the first ideological profile of the people behind Californias" [X Link](https://x.com/chamath/status/2022432545191924073) 2026-02-13T22:07Z 2M followers, 230.4K engagements "Undeniable for anyone with a brain Solar will utterly dominate future electricity production Solar will utterly dominate future electricity production" [X Link](https://x.com/chamath/status/2022690120584040851) 2026-02-14T15:11Z 2M followers, 107.6K engagements "Tell me what to buy tomorrow and if you convince me Ill throw a few [---] ks at it to start. Ride or die" [X Link](https://x.com/anyuser/status/1353936030202646529) 2021-01-26T05:21Z 2M followers, 24.5K 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](https://x.com/chamath/status/1366235366613610496) 2021-03-01T03:54Z 2M followers, 21.1K 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](https://x.com/anyuser/status/1722328803958313071) 2023-11-08T19:02Z 2M followers, 2.1M engagements "And this happened today" [X Link](https://x.com/anyuser/status/1838686839168995474) 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](https://x.com/chamath/status/1840617665343209801) 2024-09-30T05:00Z 2M followers, 72.5K engagements "Did someone say Epstein/Diddy Client List Release Livestream" [X Link](https://x.com/chamath/status/1854061891787853884) 2024-11-06T07:22Z 2M followers, 1.3M engagements "Godspeed to President @realDonaldTrump Vice President @JDVance @elonmusk @RobertKennedyJr and @VivekGRamaswamy Go" [X Link](https://x.com/anyuser/status/1854067249579213262) 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](https://x.com/chamath/status/1854248550718398885) 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](https://x.com/chamath/status/1854249774817706446) 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](https://x.com/anyuser/status/1854978740662710759) 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](https://x.com/chamath/status/1855315050116087921) 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](https://x.com/chamath/status/1855397474535674017) 2024-11-09T23:50Z 2M followers, 35.8M engagements "I am fortunate to be able to spend 6-8weeks in Italy every summer. I work in Milan for 4-6 weeks and then take my summer vacation for 2-3 weeks. More importantly I get to eat non American food sources for an extended period every year. And I always lose weight Usually maintaining muscle mass losing fat. This summer as usual I ate pasta bread drank wine ate gelato and got moderate exercise by walking around most days. I lost 5lbs and came back from Europe 164lb. After [---] months back in the US Ive gained back 2.5lbs. I work out more. Drink less. Eat the same or betterbut I cant seem to outrun" [X Link](https://x.com/chamath/status/1855673577808552278) 2024-11-10T18:07Z 2M followers, 5.9M 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](https://x.com/chamath/status/1860139825791414640) 2024-11-23T01:54Z 2M followers, 3.9M 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](https://x.com/chamath/status/1861468337722769664) 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](https://x.com/chamath/status/1864850804601229351) 2024-12-06T01:54Z 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](https://x.com/anyuser/status/1869773044832718917) 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](https://x.com/chamath/status/1869866107961782292) 2024-12-19T22:03Z 2M followers, 2.3M 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](https://x.com/chamath/status/1877225045627486562) 2025-01-09T05:25Z 2M followers, 1.1M engagements "The team is together. ❤" [X Link](https://x.com/chamath/status/1880462841024835632) 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](https://x.com/chamath/status/1881325230263779482) 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](https://x.com/chamath/status/1881526830861373510) 2025-01-21T02:18Z 2M followers, 1.2M engagements ".@POTUS is right. Snowmelt from the Sierra Nevadas and rainfall sent almost [--] million cubic acres of water into the Sacramento River Delta over the past [--] months. Of this only 23% was sent to productive use in farmland irrigation and homes. A staggering 77% was sent to the ocean. The multiyear "drought" affecting most of California is man-made. California under @GavinNewsom is full of some of the dumbest destructive policies imaginable. 🚨🔥HOLY SMOKES: President Trump DESTROYS Democratic Rep. Brad Sherman: COMMON SENSE IS BACK "Brad we're the party of common sense. You're not in all" [X Link](https://x.com/chamath/status/1883007966313599134) 2025-01-25T04:24Z 2M followers, 4.3M 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](https://x.com/chamath/status/1885434229921898556) 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](https://x.com/anyuser/status/1886155819382919395) 2025-02-02T20:52Z 2M followers, 23.3M engagements "Connecting the dots: (1) You work your ass of with no real wage growth over the past many years. (2) The government takes more and more of your money through taxation telling you it all goes to a good cause and you will reap the benefits. (3) Nothing actually gets better so you start to question wether this is just a huge grift. (4) DJT promises to take a wrecking ball to all of it. He doesn't hide his intensions and his transparency gets him elected with a landslide and without a shadow of doubt. (5) The wrecking ball arrives via Elon and his Gang of Five and you start to learn that your" [X Link](https://x.com/chamath/status/1887235199437840662) 2025-02-05T20:21Z 2M followers, 3.2M 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](https://x.com/chamath/status/1895874085806358765) 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](https://x.com/chamath/status/1896677671939318179) 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](https://x.com/chamath/status/1896950030436868353) 2025-03-04T15:45Z 2M followers, 594.1K 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](https://x.com/chamath/status/1899898372905197866) 2025-03-12T19:00Z 2M followers, 36.6M engagements "The stock market is crashing Trump has ruined everything This is the end Orto quote the great Dave Chapelle: and hear me out when I say thisyou could shut the fuck up. The stock market has simply rung out Bidens last gasp of free money before he lost the election. We are back to where we were a year ago. https://twitter.com/i/web/status/1908210864874008852 https://twitter.com/i/web/status/1908210864874008852" [X Link](https://x.com/chamath/status/1908210864874008852) 2025-04-04T17:31Z 2M followers, 5.3M 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](https://x.com/chamath/status/1908588036998521257) 2025-04-05T18:30Z 2M followers, 3.3M 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](https://x.com/anyuser/status/1909262141519245667) 2025-04-07T15:09Z 2M followers, 1.9M engagements "I think marijuana is the most insidious of drugs. It is legal in many states is socially acceptable to many and is relatively easy for kids to hide access and consume (vape gummies etc). But the science is beginning to tell a very ugly story. We should have never legalized it. But now that it is I hope we do something to mandate standard toxicity and concentration labeling at a minimum. This stuff is turning a plurality of our kids into zombies. https://www.scientificamerican.com/article/the-link-between-cannabis-and-psychosis-in-teens-is-real/" [X Link](https://x.com/chamath/status/1912149790541889671) 2025-04-15T14:23Z 2M followers, 4.2M 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](https://x.com/chamath/status/1912883036057649428) 2025-04-17T14:57Z 2M followers, 2M engagements "Steve Kerr is a hapless rube. He is blindly defending an institution that: 1) Is a Corporation with a $53B balance sheet masquerading as a non profit. 2) Has the absolute worst scores for freedom of speech amongst ALL colleges in America. 3) Was admonished and defeated by the Supreme Court because they were discriminating in their admissions process and violated the Constitution. 4) Has allowed anti Semitism to fester unchecked on campus to such a degree that it led to the ouster of their President because of her incompetence in dealing with it. Normally when an executive at a company where I" [X Link](https://x.com/chamath/status/1913279213278494850) 2025-04-18T17:11Z 2M followers, 3.2M engagements "My best friend died almost a decade ago from a heart attack. He was running on the treadmill while we were all on vacation together. After this horrific accident I started to take my cardiovascular health seriously and began seeing Dr. Karlsberg - who is probably the best Cardiologist in America. Every few years I get a CCTA. I started to take a statin as well as some Omega-3s and a baby aspirin. So far so good - my cholesterol is in check and I have [--] calcium although my particle size isn't great. Here is an excellent summary from Dr Karlsberg of what we can do to eradicate coronary artery" [X Link](https://x.com/chamath/status/1913333430559056207) 2025-04-18T20:46Z 2M followers, 3.6M 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](https://x.com/chamath/status/1915104190705357114) 2025-04-23T18:03Z 2M followers, 35.2M 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](https://x.com/chamath/status/1917340860905316393) 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](https://x.com/chamath/status/1923932434304991736) 2025-05-18T02:43Z 2M followers, 40.6M 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](https://x.com/chamath/status/1931395477217660944) 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](https://x.com/chamath/status/1935740807925100853) 2025-06-19T16:45Z 2M followers, 1.7M 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](https://x.com/chamath/status/1940439243878510995) 2025-07-02T15:55Z 2M followers, 499.8K engagements "China is not known for emotional decisions so take this at face value" [X Link](https://x.com/chamath/status/1948399009795637681) 2025-07-24T15:04Z 2M followers, 4.6M engagements "An important question in American society can be summarized as follows: When a deranged person commits a heinous act what is the right societal response Is it to limit the personal rights and freedoms of everyone else (ie those who didnt do anything wrong) Or should it be to find ways of identifying derangement and then act upon it with their and societys safety in mind It is worth noting that technology is at a stage now where we can do the latter quite precisely" [X Link](https://x.com/anyuser/status/1961114937423794551) 2025-08-28T17:13Z 2M followers, 516.3K engagements "Your rhetoric is so corrosive because you sneakily never use words like earn or reward. Instead you always favor helplessness words like give. In everything you say its clear you hate personal agency - it is always about the invisible hand of big brother coming to the rescue. And of course you should control that hand. To set the record straight for Elon to earn that kind of money many tens of millions of people on earth will need to buy Elons products and pay for it with their hard earned money. In order for that to happen his products will need to be revolutionary cheap and superior on" [X Link](https://x.com/chamath/status/1969054549131555156) 2025-09-19T15:02Z 2M followers, 2M 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](https://x.com/chamath/status/1973422074787144092) 2025-10-01T16:17Z 2M followers, 1.6M 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](https://x.com/chamath/status/1978584886329082098) 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](https://x.com/chamath/status/1978861766869242072) 2025-10-16T16:33Z 2M followers, 193.1K 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](https://x.com/chamath/status/1980004924458197472) 2025-10-19T20:15Z 2M followers, 715K 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](https://x.com/chamath/status/1986814442114601175) 2025-11-07T15:14Z 2M followers, 311.6K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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: [-------] #
- [--] Week [----------] +76%
- [--] Month [----------] -60%
- [--] Months [-----------] -36%
- [--] Year [-----------] +146%
Mentions: [---] #
- [--] Week [---] +27%
- [--] Month [---] +33%
- [--] Months [---] +11%
- [--] Year [-----] +81%
Followers: [---------] #
- [--] Week [---------] +0.21%
- [--] Month [---------] +1.30%
- [--] Months [---------] +3.30%
- [--] Year [---------] +6.90%
CreatorRank: [------] #
Social Influence
Social category influence finance #457 countries 16.34% stocks 10.51% technology brands #3457 automotive brands 4.67% celebrities 4.67% cryptocurrencies 3.5% exchanges #1015 travel destinations 1.95% vc firms 0.78%
Social topic influence in the #3545, ai #1407, money #1125, the world 4.67%, if you 4.28%, china #4850, pay #2040, more than #1581, tesla #1611, the first #193
Top accounts mentioned or mentioned by @grok @danw2capital @deogb1 @theallinpod @mapotherthimas @degentradinglsd @elonmusk @cfaroark @socialcapital @pakovm @zoomyzoomm @otoya_coinjoin @masterbtcltc @friedberg @soldatthetop @aforkinlife @cipherhoodlum @curationmostly @gatorvtl @houdiniswap
Top assets mentioned Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Bitcoin (BTC) Microsoft Corp. (MSFT) 10s (10S)
Top Social Posts
Top posts by engagements in the last [--] hours
"To be clear this is just a wild ass guess and my daydream of what happens"
X Link 2026-02-03T05:38Z 2M followers, 111.5K 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
"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, 384.4K 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
"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
"Most documentation rots because its expensive to maintain and easy to ignore. Software Factory is documentation-first so teams can describe systems in English and let agents compile that intent into code. It detects drift on every code push and keeps documentation synchronized with reality. Context stays alive. Agents keep building. Try it here: http://8090.ai http://8090.ai"
X Link 2026-02-10T01:01Z 2M followers, 196.5K engagements
"With Zucks move to Florida Californias total taxable wealth from billionaires has plummeted to well under $1T from over $2T just a few weeks ago. The loss of this tax revenue was totally avoidable but is now forever. All because Gavin Newsom stood motionless as this stupidly written bill from a fringe union and a handful of socialist academics with an axe to grind meandered its way into the public conversation without any action from him and freaked everyone out. These were all people that were paying 13%+ in state income tax every year WITH NO COMPLAINTS UNTIL A FEW WEEKS AGO. And now for"
X Link 2026-02-10T04:53Z 2M followers, 3.3M engagements
"In [----] I hired McKinsey to teach me about the global energy transition. I learned a lot but it cost me more than $2M. After that experience I decided to build my own internal research project at Social Capital called Learn With Me. Over the last two years my @socialcapital team and I systematized our process into a product that allows anyone to learn with me continuously for a fraction of the cost of a single McKinsey report. Each Learn With Me Deep Dive represents 300+ hours of first-principles research expert interviews and truth-seeking analysis of what's happening in the world today. We"
X Link 2026-02-10T18:20Z 2M followers, 389.5K engagements
"With the right label"
X Link 2026-01-27T21:01Z 2M followers, 129.3K engagements
"@DevinSoto what do you think about the current challenges facing quantum computing and thoughts on the estimated timelines for it to be practical"
X Link 2026-01-29T23:18Z 2M followers, [----] 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
"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
"@JoeAdamsDCMS We can help you do it. You would need to have a precise English language set of rules heuristics and expectations that you can write down and commit to being accurate. SF and [----] can take care of the rest"
X Link 2026-01-31T20:53Z 2M followers, [----] engagements
"@davidmotta This is our entire focus. Messy old systems. Our system isnt the best for vibe coding or slopware"
X Link 2026-01-31T20:54Z 2M followers, 10.9K engagements
"@david_elmsly Lots of regulated and enterprise SaaS"
X Link 2026-01-31T20:55Z 2M followers, [----] engagements
"@teslayoda And raise $50-100B so post money is $3.1T"
X Link 2026-02-03T09:15Z 2M followers, 83.8K engagements
"@chiropractic what are the economics like for your home"
X Link 2026-02-04T20:09Z 2M followers, [----] engagements
"@alifarhat79 Hahahahhahaha"
X Link 2026-02-05T23:32Z 2M followers, 73.1K engagements
"We have too many colleges graduating kids into suffocating student debt and worthless degrees. Weve created an artificial societal culture that celebrates a BA or Masters or PhD without asking the critical question: In what For America to thrive there should be fewer colleges and college grads for the sake of graduating from college and more people who are economically thriving because they make good decisions upon graduating from high school. This can happen by having the awareness as a society to celebrate the mechanic nurse or electrician as much or more than the Masters because we have"
X Link 2025-11-15T17:05Z 2M followers, 2.3M engagements
"The blue states in the image below have electricity prices that are as much as 4x the electricity rates of the red states. This is not due to any technological inferiority in those blue states but specific policy decisions that have driven competition out and prices up"
X Link 2026-01-22T17:07Z 2M followers, 936.6K 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
"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, 319.7K 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, 360.3K engagements
"Matts explanation is reasonable but the stock is down 20+% todayso Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can Folks. Can I explain something about world models Seems like today might be a good day for that. Advances in large-scale world models whether developed by partners like Google or others materially expand the frontier of interactive content creation. These models can"
X Link 2026-01-30T19:58Z 2M followers, 456.1K engagements
"new pod POD UP Besties are back 🚨 -- ICE Chaos in Minneapolis -- Clawdbot Takeover -- Why the Dollar is Dropping Gold and Silver Ripping -- California Governor Race (0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions (45:54) https://t.co/axCs9nqYlu POD UP Besties are back 🚨 -- ICE Chaos in Minneapolis -- Clawdbot Takeover -- Why the Dollar is Dropping Gold and Silver Ripping -- California Governor Race (0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions (45:54) https://t.co/axCs9nqYlu"
X Link 2026-01-31T03:19Z 2M followers, 312.8K 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, 136.8K 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, 239.9K engagements
"In [----] the energy landscape hit a historic inflection point. Solar now attracts $500B in investments each year more capital than all other electricity sources combined. Last year the world http://x.com/i/article/2019132874495258627 http://x.com/i/article/2019132874495258627"
X Link 2026-02-04T19:44Z 2M followers, 189.8K 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, 330.6K engagements
"@elonmusk In"
X Link 2026-02-09T22:53Z 2M followers, 57.7K 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, 358.5K engagements
"Is on-premise the new cloud Im beginning to think yes. Its the only way for companies to not blow themselves up and have some semblance of capability in an AI world"
X Link 2026-02-12T18:05Z 2M followers, 527.9K 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
"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
"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
"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
"Show me the incentive and Ill show you the outcome"
X Link 2025-12-22T17:51Z 2M followers, 19.8M engagements
"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 in the short term and because of AI the lack of profits in the long term. Every SaaS company has sold the dream (to investors and employees) that they will growth quickly now and harvest lots of cash later. With AI this assumption may be completely out the window. Now the threshold question is whether their growth will be"
X Link 2026-01-21T18:38Z 2M followers, 1.4M 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, 339.8K engagements
"Never ending taxation and regulations are how governments create structural poverty in those they govern. Without capital or freedom you become a serf who is completely reliant on their largesse"
X Link 2026-01-28T19:45Z 2M followers, 170.9K engagements
"Just let me buy $ELON. @chamath Called it Sir As always thank you https://t.co/VkfXCaBpXE @chamath Called it Sir As always thank you https://t.co/VkfXCaBpXE"
X Link 2026-01-29T22:50Z 2M followers, 2.5M 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, 452.3K engagements
"I agree. We support your preferred coding agent via MCP. You can try our Software Factory here: http://8090.ai After using Opus [---] and Codex [---] I can say the only missing piece for 100% software engineering automation is something like what @chamath is building at https://t.co/xffbSamdzR http://8090.ai After using Opus [---] and Codex [---] I can say the only missing piece for 100% software engineering automation is something like what @chamath is building at https://t.co/xffbSamdzR"
X Link 2026-02-05T23:28Z 2M followers, 196K engagements
"👀 Solar and battery storage combined drove 81% of new U.S. grid capacity in [----]. [----] GW solar + [----] GW storage = [----] GW of zero-fuel infrastructure. The grid isn't choosing renewables anymore. It's economically opting to - with Texas leading the way https://t.co/64ypm02LTg Solar and battery storage combined drove 81% of new U.S. grid capacity in [----]. [----] GW solar + [----] GW storage = [----] GW of zero-fuel infrastructure. The grid isn't choosing renewables anymore. It's economically opting to - with Texas leading the way https://t.co/64ypm02LTg"
X Link 2026-02-09T01:25Z 2M followers, 184.4K engagements
"All In interview with @cz_binance the founder of Binance - cryptos biggest company. CZ's Untold Story: The Rise Fall and Redemption of Binance's Founder @cz_binance sits down with @chamath for an amazing two hour interview (0:00) From China to Canada (6:13) CZs Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering https://t.co/ztCJpxY5uz CZ's Untold Story: The Rise Fall and Redemption of Binance's Founder @cz_binance sits down with @chamath for an amazing two hour interview (0:00) From China to Canada (6:13) CZs Early Career: Shockingly Normal (17:39) First"
X Link 2026-02-10T14:09Z 2M followers, 215.6K 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, 87.5K engagements
"Theres something equally important to attorney-client privilege and that is confidentiality in general. How many white collar workers are currently feverishly uploading decks models PDFs and otherwise confidential work product into public LLMs trying to do their job better or otherwise get an edge right now Non-zero. How will this work then when a company claims copyright or confidentiality violations because it turns out an employee broke their employee agreement when using one of these tools. But then what Do the tools purge that information Can you undo any prompt/response meta data Agent"
X Link 2026-02-12T16:54Z 2M followers, 473.4K 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
"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
"- Small government - Fiscal responsibility - Social tolerance - Freedom of speech - Hi quality public schools - Pensions for the old - Healthcare for the sick - Secure border + legal immigration - No wars The first and last items are revolutionary. They would create a society that includes the money and will to ensure all the items between them"
X Link 2023-07-11T06:28Z 2M followers, 1.1M 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
"Biden drained the SPR to help push down US CPI when oil looked like it was going to $100. How does oil not spike again now on the back of two hot wars (Israel-Hamas and Russia-Ukraine) and a 1.5M barrel production cut by OPEC with an SPR that is at the same level it was in the mid 1980s If inflation then spikes back up what does the Fed do The Fed is already in a game of chicken with the bond market and is under a lot of pressure to do no harm and ideally start the cutting cycle soon. This would make that path much less likely. And if all of these events roil the capital markets and"
X Link 2023-10-08T05:31Z 2M followers, 1.5M 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
"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
"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
"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
"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
"Make America Dress Well Again (Armani Priv + Loro Piana)"
X Link 2025-04-06T00:12Z 2M followers, 2.4M 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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"Merry Christmas from the White House"
X Link 2025-12-11T15:30Z 2M followers, 653K engagements
"Buyer beware .@friedberg just told me she is polling SECOND for President in [----] amongst Democrats. Her desires are a very slippery slope and the end result is a police state with top down censorship by nameless/faceless people you didnt elect. Basically a thought police. This concerns me enough that I will now allocate some of my time in [----] to ideas that promote unabashed privacy and freedom of speech. I had thought this was a solved problem after @elonmusk bought X but clearly its not. While I think an AOC outcome is still unlikely its one election and we could quickly return to a world"
X Link 2025-12-21T16:43Z 2M followers, 1.1M engagements
"California is proposing a 5% excise tax on billionaires. I put it in quotes because it proposes counting everything and the kitchen sink as a dragnet to qualify as many people as possible. But what they are really doing is breaking the seal on a trend that will bankrupt the state. The inevitable outcome will be an exodus of the states most talented entrepreneurs who can and will choose to build their companies in less regressive states. All that will be left behind is the middle class. The tax burden then will fall to the middle class because after the richest choose to leave the middle class"
X Link 2025-12-22T20:39Z 2M followers, 537.6K 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
"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
"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
"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
"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
"This is my cardiologist and this is about me https://t.co/tUtBgoNqVb https://t.co/tUtBgoNqVb"
X Link 2026-01-17T20:51Z 2M followers, 3.3M 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, 348.2K 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
"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
"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
"🤔 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
"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
"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, 245.9K 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
"Newsom and California keep endlessly raising taxes and then waste it to their cronies. At no point did they think to actually spend even a few cents of more than $350B PER YEAR on filling the water tanks Then comes the Palisades fire and guess what The insurance companies are now suing the Government of California because they think California should pay.not them. If you were them wouldn't you do the same This is the price of incompetence and larceny by our government representatives in California. When will enough be enough BOMBSHELL: Gavins bad day just got worse. The insurance companies"
X Link 2026-01-27T23:32Z 2M followers, 281.4K 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
"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
"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
"@bsilone Way way worse"
X Link 2026-02-09T22:45Z 2M followers, [----] engagements
"@bigmoji @mattob Pot is trash"
X Link 2026-02-09T22:54Z 2M followers, [----] engagements
"@geetkhosla @socialcapital thousands. most common feedback is "keep the freeloaders away keep the community elite""
X Link 2026-02-10T18:57Z 2M followers, [----] engagements
"Today marks the launch of American Exceptionalism Acquisition Corp. A a special purpose acquisition company that will trade on the New York Stock Exchange under the ticker AEXA. AEXA was more than 5x http://x.com/i/article/1972767780580868096 http://x.com/i/article/1972767780580868096"
X Link 2025-09-29T21:33Z 2M followers, 3M 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
"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
"Has your lived experience in California gotten 3x better in the past [--] years Because your taxes and borrowing have gone up to triple spending in that same time. California Population: 2004: 35.6M 2024: 39.4M California Spending: 2004: $155B ($4350/person) 2025: $510B ($12940/person) https://twitter.com/i/web/status/2010767097593233672 https://twitter.com/i/web/status/2010767097593233672"
X Link 2026-01-12T17:33Z 2M followers, 20.1M engagements
"This in a nutshell. @chamath When elected leaders will not pass bills supported by an overwhelming majority of Americans then the system is broken. @chamath When elected leaders will not pass bills supported by an overwhelming majority of Americans then the system is broken"
X Link 2026-02-04T02:28Z 2M followers, 283.4K 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
"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
"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
"Ive had every car imaginable: Range Rover Mercedes Bentley Toyota Ferrari Volkswagen Honda And my Model Y is the absolute best no close competitor. Model Y rated highest in safety Model Y rated highest in safety"
X Link 2025-07-29T11:49Z 2M followers, 3.9M engagements
"No idea this existed until today. People can make billions ratting out the fraud: What is qui tam Via Gemini: Qui tam is a legal provision that allows a private individual (known as a relator) to file a lawsuit on behalf of the government to recover funds lost to fraud. The term comes from the Latin phrase qui tam pro domino rege quam pro se ipso in hac parte sequitur meaning "he who brings the action for the king as well as for himself." In California these actions are primarily governed by the California False Claims Act (CFCA) which is modeled after the federal version but tailored to"
X Link 2025-12-28T21:12Z 2M followers, 1.5M 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
"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
"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, 281.9K 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, 623.6K 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, 334.4K 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, 423.7K 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, 378.5K engagements
"As Elon says fate loves irony https://t.co/VVyBBvF95I https://t.co/VVyBBvF95I"
X Link 2026-02-03T08:25Z 2M followers, 539.8K 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, 142.8K 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, 88.6K engagements
"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, 164.4K engagements
"We bought a bank"
X Link 2026-02-09T17:13Z 2M followers, 915.3K engagements
"@jshakov Because Newsom could have actually done something to off-ramp this dumpster fire. Ro has zero capability to do anything as a federal congressman"
X Link 2026-02-10T05:05Z 2M followers, 59.6K 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, 140K 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, 48.4K engagements
"Per the article: We maintain a zero-tolerance policy towards fraud in the naturalization process and will pursue denaturalization proceedings for any individual who lied or misrepresented themselves he said. We will continue to relentlessly pursue those undermining the integrity of Americas immigration system and work alongside the Department of Justice to ensure that only those who meet citizenship standards retain the privilege of U.S. citizenship"
X Link 2026-02-12T20:48Z 2M followers, 167.3K engagements
"Well it turns out the billionaire tax proposal that is upending the California budget was never about healthcare it was about retribution and envy I read their books essays and proposals and listened to their mid-2010s YouTube talks to create what is essentially the first ideological profile of the people behind Californias wealth tax. The men in question are very explicitly using wealth taxes in what they describe I read their books essays and proposals and listened to their mid-2010s YouTube talks to create what is essentially the first ideological profile of the people behind Californias"
X Link 2026-02-13T22:07Z 2M followers, 230.4K engagements
"Undeniable for anyone with a brain Solar will utterly dominate future electricity production Solar will utterly dominate future electricity production"
X Link 2026-02-14T15:11Z 2M followers, 107.6K engagements
"Tell me what to buy tomorrow and if you convince me Ill throw a few [---] ks at it to start. Ride or die"
X Link 2021-01-26T05:21Z 2M followers, 24.5K 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
"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
"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
"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
"I am fortunate to be able to spend 6-8weeks in Italy every summer. I work in Milan for 4-6 weeks and then take my summer vacation for 2-3 weeks. More importantly I get to eat non American food sources for an extended period every year. And I always lose weight Usually maintaining muscle mass losing fat. This summer as usual I ate pasta bread drank wine ate gelato and got moderate exercise by walking around most days. I lost 5lbs and came back from Europe 164lb. After [---] months back in the US Ive gained back 2.5lbs. I work out more. Drink less. Eat the same or betterbut I cant seem to outrun"
X Link 2024-11-10T18:07Z 2M followers, 5.9M 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
"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
"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
"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
".@POTUS is right. Snowmelt from the Sierra Nevadas and rainfall sent almost [--] million cubic acres of water into the Sacramento River Delta over the past [--] months. Of this only 23% was sent to productive use in farmland irrigation and homes. A staggering 77% was sent to the ocean. The multiyear "drought" affecting most of California is man-made. California under @GavinNewsom is full of some of the dumbest destructive policies imaginable. 🚨🔥HOLY SMOKES: President Trump DESTROYS Democratic Rep. Brad Sherman: COMMON SENSE IS BACK "Brad we're the party of common sense. You're not in all"
X Link 2025-01-25T04:24Z 2M followers, 4.3M 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
"Connecting the dots: (1) You work your ass of with no real wage growth over the past many years. (2) The government takes more and more of your money through taxation telling you it all goes to a good cause and you will reap the benefits. (3) Nothing actually gets better so you start to question wether this is just a huge grift. (4) DJT promises to take a wrecking ball to all of it. He doesn't hide his intensions and his transparency gets him elected with a landslide and without a shadow of doubt. (5) The wrecking ball arrives via Elon and his Gang of Five and you start to learn that your"
X Link 2025-02-05T20:21Z 2M followers, 3.2M 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
"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
"The stock market is crashing Trump has ruined everything This is the end Orto quote the great Dave Chapelle: and hear me out when I say thisyou could shut the fuck up. The stock market has simply rung out Bidens last gasp of free money before he lost the election. We are back to where we were a year ago. https://twitter.com/i/web/status/1908210864874008852 https://twitter.com/i/web/status/1908210864874008852"
X Link 2025-04-04T17:31Z 2M followers, 5.3M 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
"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 think marijuana is the most insidious of drugs. It is legal in many states is socially acceptable to many and is relatively easy for kids to hide access and consume (vape gummies etc). But the science is beginning to tell a very ugly story. We should have never legalized it. But now that it is I hope we do something to mandate standard toxicity and concentration labeling at a minimum. This stuff is turning a plurality of our kids into zombies. https://www.scientificamerican.com/article/the-link-between-cannabis-and-psychosis-in-teens-is-real/"
X Link 2025-04-15T14:23Z 2M followers, 4.2M 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
"Steve Kerr is a hapless rube. He is blindly defending an institution that: 1) Is a Corporation with a $53B balance sheet masquerading as a non profit. 2) Has the absolute worst scores for freedom of speech amongst ALL colleges in America. 3) Was admonished and defeated by the Supreme Court because they were discriminating in their admissions process and violated the Constitution. 4) Has allowed anti Semitism to fester unchecked on campus to such a degree that it led to the ouster of their President because of her incompetence in dealing with it. Normally when an executive at a company where I"
X Link 2025-04-18T17:11Z 2M followers, 3.2M engagements
"My best friend died almost a decade ago from a heart attack. He was running on the treadmill while we were all on vacation together. After this horrific accident I started to take my cardiovascular health seriously and began seeing Dr. Karlsberg - who is probably the best Cardiologist in America. Every few years I get a CCTA. I started to take a statin as well as some Omega-3s and a baby aspirin. So far so good - my cholesterol is in check and I have [--] calcium although my particle size isn't great. Here is an excellent summary from Dr Karlsberg of what we can do to eradicate coronary artery"
X Link 2025-04-18T20:46Z 2M followers, 3.6M 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
"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
"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
"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
"China is not known for emotional decisions so take this at face value"
X Link 2025-07-24T15:04Z 2M followers, 4.6M engagements
"An important question in American society can be summarized as follows: When a deranged person commits a heinous act what is the right societal response Is it to limit the personal rights and freedoms of everyone else (ie those who didnt do anything wrong) Or should it be to find ways of identifying derangement and then act upon it with their and societys safety in mind It is worth noting that technology is at a stage now where we can do the latter quite precisely"
X Link 2025-08-28T17:13Z 2M followers, 516.3K engagements
"Your rhetoric is so corrosive because you sneakily never use words like earn or reward. Instead you always favor helplessness words like give. In everything you say its clear you hate personal agency - it is always about the invisible hand of big brother coming to the rescue. And of course you should control that hand. To set the record straight for Elon to earn that kind of money many tens of millions of people on earth will need to buy Elons products and pay for it with their hard earned money. In order for that to happen his products will need to be revolutionary cheap and superior on"
X Link 2025-09-19T15:02Z 2M followers, 2M 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
"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
"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
"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
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing