Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://xitter.cf/t.co/IXlHVhOANw

Miami, FL
Joined May 2009
Marcelo P. Lima retweeted
The Lula regime is now going around seizing the passports of every major figure associated with the political party that beat him in the general election 3 weeks ago.
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Marcelo P. Lima retweeted
1996 Formula 1 World Champion Damon Hill takes his first ride in a Tesla Cybercab in Austin
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Marcelo P. Lima retweeted
Whenever I feel demotivated i rewatch this... Elon Musk in a living room in 2008, 12 days from bankruptcy, pitching a $109,000 car to people...
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Marcelo P. Lima retweeted
Apple is on a HOT STREAK Apple has confirmed that the Polishing Cloth is compatible with the new M6 MacBook Pro and iMac
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CEO of @AmericanAir should watch this one
United CEO Scott Kirby joins @benthompson and me to break down the airline business: justifying big capex, how they do route planning, what other CEOs screw up, the Starlink decision, why everyone misunderstands the credit card economics, and lots more.
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Marcelo P. Lima retweeted
Recently I was talking with a friend about universal geniuses. And something struck me. Florence, 1480–1510. Same city, same moment: Leonardo da Vinci, Michelangelo, Machiavelli, Botticelli, Pico della Mirandola. Raphael right behind them. They walked the same streets. Europe, 1600–1700. Galileo, Kepler, Descartes, Pascal, Huygens, Newton, Leibniz. In two generations, we got calculus, modern mechanics, probability theory, and the scientific method. Athens, 470–320 BC. Socrates, Plato, Aristotle, Sophocles, Phidias, Thucydides. One century, one city, and the foundations of Western thought were laid. Europe, 1890–1930. Poincaré, Hilbert, Einstein, Marie Curie, Tesla, Planck, Bohr, then von Neumann. Always the same pattern. In every great era, the West had 15 to 20 minds of this caliber alive at the same time. People who could touch everything and push the frontier of several fields at once. Today we have one. Just one. Elon Musk. And Elon is an anomaly. Not in the sense that he shouldn't exist. In the sense that the world we built is designed so that someone like him never emerges. Statistically, he shouldn't be here. Because what forged Elon was an absolutely insane move. October 2002. eBay buys PayPal. Elon walks away with roughly $180M. Anyone else buys an island and never works another day. He puts $100M into SpaceX, $70M into Tesla, $10M into SolarCity. Almost everything. On rockets and electric cars, two industries no sane person wanted to touch. 2006–2008. The first three Falcon 1 launches fail. Tesla is burning cash, the financial crisis hits, investors run. He has enough left for one last launch. Just one. He borrows money from friends to pay his rent. September 28, 2008. The fourth launch reaches orbit. December 23, 2008. NASA awards SpaceX a $1.6B contract. December 24, 2008. The Tesla round closes at the last possible hour. A few more days and everything collapses. That's what a genius is. Not just IQ. The ability to put everything on the table when the entire world tells you it's impossible, and be right. Now the real question: why do we only have one? Because a genius needs three things. The freedom to try. The right to get massively rich if it works. The right to fail without being destroyed. And that's exactly what the collectivist left and the technocrats have torn down across the West for the past 50 years. They turned success into suspicion. Making a lot of money became a moral failing. Taking risks became irresponsible. Rising above the crowd became an insult to equality. They stacked up norms, committees, permits, regulations written in Brussels by people who have never built anything in their lives. In Europe, Elon would never have been allowed to blow up three rockets. He'd have been stopped at the first form. They want to tax capital before it even exists, cap fortunes, redistribute what others created by risking everything. They replaced excellence with conformity. Our schools produce docile people, not dangerous ones. And a genius, by definition, is someone who disrupts. Their entire system is built to neutralize the people who disrupt. The result: where we should have 15 to 20 universal geniuses alive at the same time, we have one. Just one. And you want to put him in prison. You summon him before judges, you raid his offices, you insult him morning, noon and night, you dream of breaking up his companies. The man who lands rockets vertically and wants to take humanity to Mars. You're disgusting. History won't remember your names. It remembers Galileo, not the inquisitors who tried to silence him.
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If you want to understand what happened with the votes in the Brazilian election, this chat with Fable 5.1 explains it: claude.ai/share/bf6861f1-4e8…
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Marcelo P. Lima retweeted
4 pasos para ser de ultraderecha : 1. Trabajar 2.Querer formar una familia 3.Saber economía básica 4. Bañarse
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Marcelo P. Lima retweeted
The Brazilian Supreme Court Judge revered by the Brazilian left (and now the American left for seizing Bolsonaro's passport), Alexandre de Moraes, comes from the extremist "law-and-order" faction of the Brazilian Right as well as its extreme pro-austerity neoliberal pro-banker wing. Less than a decade ago, when Moraes was nominated to the Supreme Court, the Brazilian left branded him a white supremacist, a fascist and a leader of the right-wing coup government. One of Brazil's leading left-wing politicians (@GuilhermeBoulos) explicitly accused Moraes of having committed the worst crime against humanity that exists: "RACIST GENOCIDE," by deliberately murdering poor black people en masse while he was the Justice Secretary for São Paulo Governor Geraldo Alckmin (who himself spent years being called all the same names by the Brazilian left until Lula picked Alckmin as VP in 2022). Then -- starting in 2019 -- Moraes began censoring, imprisoning and persecuting Lula's enemies and imprisoning his own critics, and was overnight transformed by the large Brazilian media and the left into the Savior of Brazilian Justice and Democracy. Only on the left can one transform from from *fascist and genocidal racist* to heroic guardian of justice in less than a decade. Also, Moraes' own corruption scandals make everyone else's seem trivial, yet his passport works just fine and he freely travels the world in great wealth that he and his family received from the corrupt billionaire banker responsible for Brazil's worst-ever banking collapse. Enjoy!
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Marcelo P. Lima retweeted
Elon Musk on Tesla vs Waymo “It was never a real contest” 💀🔥
It was never a real contest
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Tesla just added +81 Cybercabs in Texas, and +209 in the last 7 days against zero for the competition.
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Everywhere I look I see models being launched for all sorts of applications, except at Apple...
Introducing 𝙻𝙵𝙼𝟹: our new generation of Liquid Foundation Models. With a new tri-hybrid architecture and new multimodal encoders, the LFM3 family is the ideal model suite for specialized intelligence. > 6 model instances, across text, audio, vision, and omni modalities, generative and decision models. > 𝙻𝙵𝙼𝟹-𝟷.𝟽𝙱: text, 256k context window. > 𝙻𝙵𝙼𝟹-𝚅𝙻-𝟸𝙱: vision-language model with video-input support for spatial understanding > 𝙻𝙵𝙼𝟹-𝙰𝚞𝚍𝚒𝚘-𝟸𝙱: tool calls, voice chat, reasoning in 18 languages. > 𝙻𝙵𝙼𝟹-𝙾𝚖𝚗𝚒-𝟸𝙱: an omni model combines vision, audio, and language. > 𝚍𝟷-𝟸𝙱 and 𝚍𝟷-𝙾𝚖𝚗𝚒-𝟸𝙱: decision models with typed outputs and calibrated probabilities in a single pass. Omni adds audio input. > fine-tune on 1 GPU. > a new tri-hybrid architecture > architecture optimized for 14 processor classes across GPUs, CPUs, and NPUs. > 𝙻𝙵𝙼𝟹-𝚅𝙻-𝟸𝙱 is a beast. It performs competitively with Gemma 4 12B (6x larger), and Gemini 3.5 Flash Lite, and GPT-5.6 Luna, with 1.9B parameters. > 𝙻𝙵𝙼𝟹-𝟷.𝟽𝙱 is #1 on the Pareto frontier of device intelligence 𝚙𝚒𝚙𝚎𝚝𝚝𝚎.𝚕𝚒𝚚𝚞𝚒𝚍.𝚊𝚒 Every modality for specialized intelligence. Pick the one that fits your use case, customize it, and run it on-device. 1/ 🧵
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Marcelo P. Lima retweeted
One in 46 Taiwanese babies is born to a TSMC employee. The Taiwanese gene pool is being sexually selected for semiconductor proficiency.
re-reading gideon lewis-kraus’s feature story “sand castles” on @NewYorker. so many great details. the AI supply chain becomes a breathing, moving, growing beast, something so visceral and material. one detail i can’t stop thinking is: one in forty-six babies in taiwan is born to a tsmc employee (?!?!) next year’s goal: convince a magazine or foundation to fund my tsmc tradwife story. link: Computer Chips Are the Most Magnificent Things Humanity Has Ever Made newyorker.com/magazine/2026/…
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Marcelo P. Lima retweeted
Miguel and Carlos are veteran engineers who are building environments to help AIs master real world engineering (aerospace, mechanical, electrical, etc). This kind of data will do for physical engineering what coding environments have done to software. Proud to be backing them.
Introducing Real World Engineering Bench (RWE-Bench). AI isn’t great at designing rockets, engines, or chips yet. With better evals and RL environments, it will be. Software was just the beginning. The physical world is next.
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Marcelo P. Lima retweeted
In 2003, I was surprised to see Elon articles in newspapers, as he was too shy to be interviewed. When I called him, he said no one would sell him rocket parts as they didn’t know who he was. Well, the rest is history. 🚀🤩
A newspaper clipping from 2003.
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Marcelo P. Lima retweeted
Subsonic is boring. Supersonic is where it’s at!
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Marcelo P. Lima retweeted
Here’s my gift for the day. She thinks having sex with a 9 year old is DISGUSTING when she thinks Trump did it; runs away when she finds out it was Muhammad.
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Marcelo P. Lima retweeted
we’re not sure what crime he’s committed, but we’ll do our best to find one or make one up
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In the summer of 1994, a 23-year-old Elon Musk spent his days in Los Gatos at Pinnacle Research Institute, dreaming up how ultracapacitors could power electric cars and even Star Wars–style laser guns. Then, around 5 p.m. every evening, he drove to Palo Alto for his second job at Rocket Science Games, a startup full of future legends, from Tony Fadell, who would later build the iPod, to the people behind Apple's QuickTime and engineers from Industrial Light & Magic. They hired him to write the most boring code imaginable, drivers so joysticks and mice would work with games, but Elon quietly gave himself a much harder problem 😂: figuring out how a computer could run a game and stream video from a CD at the same time, something the machines of that era simply couldn't do. Peter Barrett, one of the company's founders, remembered him as "completely unflappable," and said that after a while nobody was giving him directions at all, because he was just building what he wanted to build. Bruce Leak, who hired him, said: "He had boundless energy." So yeah, nobody handed Elon the big problem, he just went looking for it, at night, after a full day at another job. This is who Elon Musk is 💙
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Mathematicians optimistic and excited about the use of AI in math, which is how it should be
The largest math proof in human history is now computer-verified. Today, Axiom announces a complete Lean auto-formalization of the Classification of Finite Simple Groups, the "periodic table of symmetry." About 15,000 pages, built by over 100 mathematicians across generations.
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