“If you don't adapt, you're like a one-legged man in an ass-kicking contest.” Charlie Munger. messing with Gen AI videos.
Joined September 2022
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Idea: all countries agree to tax the richest 100 people in the world 10% of their wealth. 700 billion dollar peoples health fund created. They hire the best tax auditors to work for the fund. Cheat and you pay 20%
100 people fund health for the world.
And they get a statue!
Michael Sinclair retweeted
It took one really bad day for Wall Street to call it a bottom.
At this point Wall Street is AI. Incapable of an original thought.
Michael Sinclair retweeted
Democrats will now control the House and Senate and be able to hold Trump accountable. That's great.
At a time of massive income and wealth inequality, we must do more. We must aggressively fight for working families.
No more excuses.
Michael Sinclair retweeted
BREAKING: Democrat Gina Hinojosa has defeated Texas Governor Greg Abbott, first Democratic governor in three decades
Michael Sinclair retweeted
Earn while you wait. 📈
Opt in and your resting limit order earns until it fills. Coming soon in V3.
Link in bio. 👆
Michael Sinclair retweeted
Here is the link where I made the case last week that beneath the surface the October 6, 2026 record close in the S&P 500 looks more like the March 2000 top than any other record high since 1980.
michaeljburry.substack.com/p…
Michael Sinclair retweeted
What if DeFi worked as a single system? 🔬
Everything V3: all of DeFi in one place, with high capital efficiency and no oracles.
We are proud to show you how it works.
Link in bio. ⤴️
Michael Sinclair retweeted
Your own research desk, built by @HeyEva. 📊
Any DeFi question, answered just for you.
Here’s today’s heat map, explained in 75 seconds. 🔥
Ask her at /eva. Link in bio. 👆
Michael Sinclair retweeted
I am genuinely astonished that, after Donald Trump has spent the past two years stripping Ukraine of virtually all Congressionally-approved aid, threatening Ukraine, fawning over Putin and bending over backwards to please him in every conceivable way, blaming Ukraine for being invaded, hurling vicious, absurd insults, blackmail, and torrents of lies at it, twisting its arm to force it into capitulation, humiliating it with his antics, making it a scapegoat for his own failures and incompetence in the eyes of voters, and now openly and definitively entering into direct collusion with the Kremlin and siding with it in exchange for promised corrupt “business opportunities” for himself, his family, and his inner circle -- there are still people who have the nerve search with a magnifying glass for ways in which Zelensky failed to kiss Trump's ass enthusiastically enough to explain why he has been treating Ukraine this way.
Michael Sinclair retweeted
The Pool of the Day.
Add your EV & USDT for the highest APR. 🏦
Visit /earn. Link in bio. ☝️
Michael Sinclair retweeted
Humans and agents trade on the same reserves 🤝
Every pool and vault at one glance.
Visit /trade. Link in bio. ☝️
Michael Sinclair retweeted
Israeli occupation forces killed a child in Khans Younis yesterday..
When his father crawled towards him and started to pull him, the Israeli occupation forces started shooting at him..
Michael Sinclair retweeted
A great R:R means nothing if a normal wick takes you out. 📉
@HeyEva checks the risk first.
Visit /ai. Link in bio.☝️
Michael Sinclair retweeted
Your USDT, ETH and BTC shouldn't sit idle. 😎
Our delta-neutral vaults pay extra $EV on top of native yield.
Visit /earn. Link in bio.☝️
Michael Sinclair retweeted
Protests and paper airplanes
theguardian.com/football/202…
Michael Sinclair retweeted
Elon Musk spent $290 million to elect Trump. It paid off.
Since his election, Musk got $696 billion richer & became the world’s 1st trillionaire.
But that’s not enough.
Now, Musk is spending $366 million to keep Republicans in control of Congress.
STOP MUSK. STOP OLIGARCHY.
Michael Sinclair retweeted
TOKEN2049 was a great one. 🇸🇬
The whole team has landed safe, and it was great to meet so many of you in Singapore.
See you at the next one. 🤝
Michael Sinclair retweeted
As with every fraud, you have to connect the dots and collect the pieces of the puzzle in order to get as full a picture as possible, and adjust the data and conclusions accordingly.
So now we have a new PowerPoint slide from Firmus, from the failed IPO.
So apparently, the range of VR to H200s is operated in Singapore with only 5MW. Let me say it again: 5MW.
The other "42MW" is in Australia, located in Melbourne, and they claim that the shipment they received in March is already "Operational".
In November 2025, Firmus raised at a 4.2B USD valuation, when they had only a 5MW operational datacenter. Yes, that's right.
Now they had a great PowerPoint, like the one below, and they knew that in order to expand, they needed more money and more debt.
So in February, Blackstone urgently had to help arrange financing and debt for the GB300 shipments, to protect the next fundraising round, which happened in April, and the plans for the IPO (which failed).
Second, how did Firmus, a 5MW micro neocloud that has no experience in operating and deploying datacenters and racks, happen to take a shipment in March and have it Operational by September? Let's take SpaceX: the 400MW of GB300s that they claimed to deploy by the end of June (which also took a little time to deploy) is about to become operational these days, a quarter and a little bit more later. Counting the time before and after to make it fully operational, we may get around 5 to 6 months.
How did Firmus do that in that time frame? Maybe Meta, which, according to the reports, is the customer of these 42MW of GB300s, can provide more information?
According to public data, Firmus currently has only 42 to 46 megawatts (MW) actively operating across two data centers in Melbourne and Singapore, while claiming a "pipeline of 900 MW."
These deployments range from VMs to H200s.
In March, there was an unusual shipment of GB300s to Australia, from Nvidia to Firmus. It included 18.5K GB300s, or more than 40 MW if all of them were connected and operating.
So what happened to these GB300s since March? they collecting dust for more than six months, and counting.
It is a pattern we already know across neoclouds and hyperscalers.
If Firmus ever wants to get them plugged in, it needs this IPO. If Firmus wants to get any close its 900 MW fantasy, it needs this IPO.
While Jensen has dozens of neoclouds in his army, one soldier having trouble completing its training before the IPO may also affect the other soldiers.
Immediate impact? Probably not. Later impact? Well...
