Founder and GP @Applico Capital, Co-author of Modern Monopolies.
West Palm Beach, FL
Joined March 2009
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Alex Moazed retweeted
this OpenClaw bot watches NASA wildfire satellites. when a fire starts, it finds every at-risk home nearby, renders fire hardening fireproofing upgrade on their actual house, and mails them a postcard, all on autopilot.
here's how contractors in fire zones can close $30k–$60k fireproofing jobs with this:
- pulls live fire detections from NASA FIRMS satellites every 5 minutes
- finds every home in the fire perimeter from public records
- captures the property via Google Street View
- classifies roof type + fire vulnerabilities using AI vision
- generates a NASA satellite image of the neighborhood with real fire hotspots overlaid
- renders a fire hardening retrofit on their actual house
- prints a postcard with the NASA fire map + before/after retrofit + QR code
every step from fire detection to mailbox runs without a human
reply "FIRE" + RT and i'll send you the full guide so you can build this too (must be following so i can DM)
Alex Moazed retweeted
this OpenClaw bot finds $500k–$1.2M homes without pools, renders a pool into their backyard, and mails the owner a postcard showing the before/after, on autopilot...
here's how pool builders can close $50k+ deals with this system:
- scans satellite imagery for mid-market homes with empty backyards
- filters by lot size, sun exposure & recent ownership change
- pulls the homeowner direct from public records (not shared leads)
- renders a luxury pool dropped into their actual yard
- calculates build cost + home value lift for their specific zip
- generates a cinematic video of their backyard with the new pool
- prints a personalised postcard with the before/after + QR code
- drops it in the mail + hits them with retargeting
every step from sourcing to outreach is automated.
reply "POOL" + RT and i'll send you the full breakdown so you can build this too (must be following so i can DM)
Alex Moazed retweeted
Important chart. S&P 490 has had basically no earnings growth since 2022, despite rampant inflation. It’s just 10 companies doing really well, while the broader economy is in contraction in real terms.
Alex Moazed retweeted
🚨 NEW: @elonmusk and @DOGE expose that taxpayer money was spent renting out Caesars Palace and stadiums—for parties.
"The computers at Treasury pay about $5 trillion per year. When payments are made, there was formerly not a budget code on there. So if a payment was made you didn't know what it was for."
"There was a $4 billion COVID fund in the Department of Education. There was no receipts recquired so people could just draw down on it. They found out money was being used to rent out Ceasers Palace for parties, rent out stadiums, etc."
"So the one change that DOGE made was the simple requirement that if you drawdown money, you must first upload a receipt, and upon doing so, nobody drew down any money anymore."
"Generally, the fraud starts out small and they try to hide it. But year after year, if nobody stops the fraud, it gets more and more brazen, and every year it gets bigger until they are literally renting out stadium."
Alex Moazed retweeted
The Biden administration was giving millions of Social Security Numbers to illegal aliens.
Some of these people did vote.
Their names have been given to the authorities for prosecution.
Alex Moazed retweeted
Remember in Orwell’s 1984 when, in the middle of Hate Week, Oceania suddenly switches its enemy? One minute, everyone is raging against Eurasia, screaming and waving banners, certain that they have always been at war with them. Then, mid-speech, the Party changes the narrative—Eurasia is now an ally, and the real enemy has always been Eastasia.
Without hesitation, the crowd accepts it. They tear down posters, burn old banners, and rewrite their own memories as if the past they had believed in just moments before never existed. The Party doesn’t just change history; it erases the very idea that history was ever different. And the people go along with it because to question it—to remember the truth—would be thoughtcrime.
"Oceania was at war with Eastasia: Oceania had always been at war with Eastasia. A large part of the political literature of five years was now completely obsolete. Reports and records of all kinds, newspapers, books, pamphlets, films, sound-tracks, photographs—all had to be rectified at lightning speed."
We're there.
Alex Moazed retweeted
6. ELON: OPENAI WAS MY IDEA, IT WAS SUPPOSED TO BE OPEN SOURCE
"I wanted to start something that was the opposite of Google because they were not paying attention to AI safety."
xitter.cf/MarioNawfal/status/189…
Alex Moazed retweeted
Indeed, it is essential to reduce the budget deficit to match economic growth!
We will get the 2026 deficit to ~3% of GDP. Sensible deregulation will ensure that economic growth is ~3% or higher.
That will both DEFEAT INFLATION and REDUCE INTEREST RATES for all Americans!
Thanks for the correction, @elonmusk. It’s great that we can have a good exchange about such economic things. When I said Chinese manufacturing production is greater than that of the US, Europe, and Japan, I meant to say that it is greater than the US, Germany, and Japan combined. (I was talking too fast and was a bit sloppy.) But the numbers in Grok are right and still striking, so the point remains the same, which is that China is the dominant player in global manufacturing. Your numbers and my numbers both show that China manufactures ~30%, the US manufactures ~15%, Germany manufactures ~5%, and Japan manufactures ~6% (total of ~26% vs. China’s 30%). If you adjusted these numbers to reflect that the Chinese typically sell comparable items cheaper, the magnitude of Chinese manufacturing would be even more striking. (By the way, I thought Grok’s answer and analysis on this were great.)
While we’re exchanging thoughts, I think that if we don’t get the US budget deficit down to about 3% of GDP, there will be too much supply of US bonds relative to the demand for them, which will produce real problems. What do you think? Here’s my more in depth view: bit.ly/41vCSQ0
Alex Moazed retweeted
It’s not just that borders were “left open”.
There was a massive, concerted campaign to usher in as many illegals as possible on an unprecedented scale in order to achieve permanent one-party rule.
Treason.
Alex Moazed retweeted
MARS ONCE HAD VACATION-WORTHY BEACHES—WHAT HAPPENED TO THEM?
Turns out the Red Planet wasn’t always a dusty wasteland.
Billions of years ago, waves lapped at sandy shores while rivers fed a vast Martian ocean.
New radar scans from China’s Zhurong rover uncovered 1.3 kilometers of buried coastal deposits, eerily similar to Earth’s shorelines.
The layers formed over tens of millions of years, pointing to a long-lived ocean—not just a one-off flood.
If Mars had stable water, it might have had the right conditions for life.
So…where did it all go?
Source: StudyFinds
CARL SAGAN: MARS USED TO BE A LOT LIKE EARTH—WHAT HAPPENED?
"Is there life there? Could there once have been life? Are there fossil forms?
There are extraordinary, enigmatic geological features on the planet.
There is a huge amount of exploration to do."
Source: @jonerlichman
Alex Moazed retweeted
A book that I think is still relevant and valid for investors in the age of #AI by @AlexMoazed. A short thread on the key takeaways from the book:
xitter.cf/redshirtet/status/1894…
One of the books that helped distill how to spot the best #tech companies was Alex Moazed's Modern Monopolies.
This book explains why PLATFORM businesses dominate the modern economy. His insights on #networkeffects, #data #moats, and the power of #aggregationtheory are key for investors looking for durable competitive advantages. 🧵👀
Alex Moazed retweeted
Where was the “firing people is wrong” crowd during the era of vaccine mandates?
Alex Moazed retweeted
💯
ELON: PAPER BALLOTS ARE THE ONLY WAY
“I say this as a technologist who likes technology, and I like computers: We should not have computers do vote tabulation at all.
It's far too easy to hack a computer.
I know how to hack a computer.
Government software is the easiest thing to hack, it's not the best software.
In my opinion, we should only have paper ballots.
It should be in-person voting with ID, end of story.”
Source: Philadelphia, October 2024
Alex Moazed retweeted
To be clear, the bar is very low here.
An email with some bullet points that make any sense at all is acceptable!
Should take less than 5 mins to write.
