Follow the money ▫️created by @phlndrws ▫️ https://xitter.cf/t.co/SzK8imtaps ▫️ part of @morningbrew

California
Joined June 2021
Rule #1 of being a monopoly, do not admit you're a monopoly
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Cybersecurity stocks performing while the rest of tech vomits is something of a tell
There has been a surge of cyber attacks happening all over the world I strongly recommend doing a full security audit on: 1. Your home WiFi network using one of the LLMs. At minimum get all your IoT devices on a guest network 2. Any code repositories you have deployed anywhere and even those you only run locally 3. Passkeys and MFA. Stop using that password from 8 years ago and move to a password manager like 1Password All a pain to do but a tiny amount of time relative to cleaning up a potentially large mess later
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Analog is so back
SITUATION DETECTED: Warhound launched from stealth today with a $200M seed at a $1.2B valuation. Ben Lamm and Palmer Luckey are cloning gene-edited bio-enhanced dogs and equipping them with custom Anduril vests, goggles, and sensors for the military and law enforcement.
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2 tons of gold per year using the same amount of energy that each of the newest nuclear reactors in the US generate (Vogtle 1 & 2 in Georgia are both 1GW) But with one, very big, asterisk... it must be *fusion* Still very interesting, and impressive, but requires solving fusion energy at scale first
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10. Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years. Now, we’re building a fusion reactor in San Francisco to achieve record power density.
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Rare earths aren't rare. The hard part is pulling them out of the dirt and rock they're found in
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Hard to see how the S&P 500 isn't going to be a forced buyer. SpaceX just needs to be profitable for four quarters in a row Q1: ✅ Q2: ? Q3: ? Q4: ?
Sets up the S&P 500 to potentially be forced buyers down the road at a higher valuation and much larger percent of the index Rules are rules but interesting setup for investors and traders who will absolutely front run inclusion if it become obvious SpaceX hit the requirements
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After a rough week in the markets, we all need to chill out. What better way than checking out this video @maxinomics by Phil Andrews @phlndrws. It's one of my favorite YouTube channels and today's video just dropped. Relevant topic, DATA CENTERS! youtu.be/1V_o8tfuGdw?is=YLsU…
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The building that broke Airbnb
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They hid the fees again New video out coming out in a few hours!
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Compute is becoming a critical export, no different than oil
This chart in particular is incredible.
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Maxinomics retweeted
Everyone should slow down except for me There's about 12 gigawatts of dedicated AI datacenter capacity in the US right now, Anthropic is building 15 more gigawatts over the next few years That's more than a doubling. That doesn't look like someone interested in slowing down
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so. Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training. You can read the full post here: darioamodei.com/post/we-must…
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Is this a new organic, grass-fed gasoline?
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Magnets are fun This the final shot and the final resting place of the last two magnets I had. The force from them snapping together shattered both Shattered seven magnets while filming the next video, which comes out tomorrow
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