Yes, I kept it. Investing Related Thoughts: https://xitter.cf/t.co/rhJdLWWtdc
Joined March 2025
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Autumn Capital retweeted
Scoop w/ @aaronjschaffer:
Sarah Rogers, a top State Department official, took a vacation last November to the Mediterranean that was paid for by Irish billionaire Patrick Collison of Stripe. Rogers valued the gift at $11,900 in a financial disclosure.
washingtonpost.com/technolog…
…and Elon Musk lmao this is just an absurd timeline
An absolutely wild new Nvidia development from @axios, reporting that Pres. Trump last week ordered a crackdown on companies routing Nvidia chips to China —with blessing from Bessent, Rubio, Clayton, Hegseth, Greer and Elon Musk—and that Commerce Sec. Howard Lutnick resisted.
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Autumn Capital retweeted
An absolutely wild new Nvidia development from @axios, reporting that Pres. Trump last week ordered a crackdown on companies routing Nvidia chips to China —with blessing from Bessent, Rubio, Clayton, Hegseth, Greer and Elon Musk—and that Commerce Sec. Howard Lutnick resisted.
Autumn Capital retweeted
NEW: The @nytimes confirms that ICE deliberately electronically "disappeared" tens of thousands of people in detention and ordered contractors to refuse to reveal where they're held to family or lawyers.
30% of all immigrants detained in ICE jails now have their location hidden.
Autumn Capital retweeted
Just realized that Meta's ads business has almost caught up to Google search.
Meta's ads biz is growing 26% y/y v 12% for Google search
What UBER and ABNB did back in the day wasn’t illegal. It was pushing *regulatory* frameworks to do something obviously OK at its core.
Kalshi/Poly are pushing *criminal law* frameworks and their strategy relies on convincing a corrupt admin it’s just a *regulatory* issue.
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Autumn Capital retweeted
Nobody talks about how we're all paying $15 for sandwiches now and just pretending that's normal. Five years ago that same sandwich was $8. The price doubled and the only explanation we got was "supply chain issues" which apparently means "forever."
Autumn Capital retweeted
One of the weird consequences of the Trump era, is that pretty much all competent civil servants, both partisan and non-partisan, are practically Democrats now by default.
Autumn Capital retweeted
BREAKING: The US Commerce Dept was approving sales of Nvidia, $NVDA, chips to companies in China which either did not exist, were on the sanctions list, and/or had ties to China's military, per NYT
$HIMS x Athletic Greens announcement imminent.
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What is this phenomenon? Pubco investors have been in military industrial giants for a century. Meanwhile VCs get a minority passive stake in a few defense tech and AI firms and they self appoint themselves as vanguards of US defense and geopolitical policy. Insane LARP.
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Autumn Capital retweeted
if you lived in nyc anytime before 2020 the only place you would see a line is to get into a night club or lounge.
there's perhaps no better physical representation of the tik-tokification of the world than this right now.
