The relentless self-confidence of Rockefeller:

esoteric analysis: they are gonna start mass layoffs soon (see microsoft) and to not get raped by karma, they are gonna need to spin up a place where ppl can get rich quick lots of ppl going broke == lots of ppl getting rich (perfect balance, u see) and that place always has been crypto idk what's exactly gonna drive the next onchain szn, but i feel the heavy aura of it coming our way, stay focused

the headlines from anthropic's S-1 about losing $80.7B this year is a bigger warning sign for solo builders than it is for investors. it reveals their growth strategy, and we've seen this playbook before. amazon in the 2000s and early 2010s looked like it barely made money. it wasn't losing it. it was pouring it into aws and media. the "bad numbers" were growth investments. uber subsidized rides for years. cheap rides weren't the business. they were subsidizing rides until every cab rider became an uber rider. now look at anthropic. a maxed out $200 claude plan is about $7k a month of api usage. ~36x what you pay. that's not a pricing mistake. they're paying to get you hooked. and it's working on me. this is the part you need to pay attention to. subsidies end. uber's did. after the ipo there's a stock price to defend, and building with agents gets a lot more expensive. anthropic is going to pull the rug on max plans at some point after IPO. and the price you'll pay is going to skyrocket. here's how you should prepare: build as much as you can right now. and find out where your tokens actually go, so you're efficient before you're forced to be.

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.

Apparently there’s a patch for the critical PHP vulnerabilities but a few things that are alarming. 1) Many websites that use php with sensitive information are simply abandoned. There will be no upgrade. That means they’re going to get pwned and leaked. That’s a LOT of the internet 2) This requires active participants to upgrade their sites that even know about this vulnerability. If you’re on X you’re at the tip of the tip of the spear. Most people don’t know about this. 3) Anthropic says that this is ONE of SEVERAL critical vulnerabilities that they have found. Which means there’s more chaos coming. TLDR: A large portion of the unmaintained internet is about to be pwned and god help us all or something like that.

Li Lu on the six timeless principles of value investing. (1) "Stock is a piece of ownership, not a piece of paper to trade around." (2) "The market is there to serve you, not to instruct you." (3) "Investing is about predicting the future — which is inherently unpredictable — therefore you always want to require a margin of safety that helps you protect the downside." (4) "The most important [part] of a circle of competence is knowing the edge of it. Understanding the edge is as important as understanding what is inside the [circle]." (5) "You've got to fish where the fish are." (6) "Wealth, in the end, is really the percentage ownership of global purchasing power. What is really important is what you can buy with [that wealth]." (Columbia University || 2026)

This is Napoleonmaxxing.