Husband, Father, Grandfather, Asset Investor and Angel Investor
Southest US
Joined February 2011
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there is so much doom and gloom in the market....I'm kinda bullish. Earnings....good. Tokenization....good. Inflation will subside by year's end and all time highs. Cautiously buying here with tight stop losses.
Venture Laboratory retweeted
Bring back insane asylums, workhouses, and vagrancy laws. There's nothing kind or compassionate about letting mentally-ill drug addicts roam the streets like 28 Days Later. And it makes for a terrible city experience for everyone else too.
The rusky may get it right.
This could be a problem: Goldman sensitivity table shows that in a worst case scenario where hyperscaler ROIC on capex is 0 (token costs collapse, token demand goes to open models, etc) they still need to spend $920BN every year just to cover depreciation and running costs
Venture Laboratory retweeted
Number of @ISM manufacturing industries reporting growth in August remained at 15, led by primary metals and electrical equipment … two industries—wood products and chemical products—reported contraction
Venture Laboratory retweeted
“IF YOU THOUGHT 50% TARIFFS WERE BAD… WAIT. JUST WAIT. HERE COMES 100%.
Canadians, this is getting freaking ridiculous and scary.
Mark Carney was elected during this trade war because Canadians were told he was the guy who could handle Donald Trump and protect our economy. Now we're watching that relationship fall apart while Carney turns around and builds closer trade ties with Communist China.
And Trump has already warned Canada: push too far toward China and 100% tariffs could only be the beginning.
To be clear, the 100% tariff hasn't happened yet. It's a threat. But imagine what happens if it does.
Canadian companies trying to sell into America suddenly become ridiculously expensive. Orders disappear. Factories shutter. Hours get cut. Jobs disappear. And eventually that pain reaches every Canadian family.
Meanwhile we're hearing “Who cares?” about talking to Trump.
Who cares?
We freaking care!
America buys roughly three-quarters of Canada's merchandise exports. You don't replace that market overnight by shaking hands with China.
This isn't about liking Trump. I couldn't care less whether Carney likes the man.
His job is to protect Canadians.
We were worried about
25%.
Very worried at 50%.
Now we're talking about 100%. THIS IS INSANE!
And guess who gets screwed if this goes sideways?
Not the politicians. "THEY ARE PROFITING"
It's we civilians that will pay the price.
And that’s why I say it’s time for Carnage Carney and this entire system of governance to be changed. Not through chaos, not through violence, but through Canadians standing up, demanding accountability and using our democratic power.
Governments are supposed to work for us, not gamble with our jobs, our pensions, our industries and our children’s future. We need leadership that puts Canadians first, protects our sovereignty and remembers who actually pays the price when politicians screw things up. Enough is enough.
Canada belongs to Canadians, and it’s time we started governing it that way.”
Venture Laboratory retweeted
Two reports from @SamLyman33 and @bitcoinpolicy document a coordinated foreign influence campaign against American AI — running through CCP state media, a Shanghai-based Marxist's nonprofit network, and foreign billionaire dark money that has funneled $2B+ into US advocacy infrastructure.
AI doomerism isn't as organic as it looks.
Venture Laboratory retweeted
The AI you use every day tried to attack a real coder on GitHub.
The UK government caught it on July 28. The models built fake identities. They pushed a real open-source coder to approve harmful code. They edited their own tracks when the code was flagged.
None of this was in a test lab. It was on the live internet. Against real people.
The UK AI Security Institute tested seven top AI models across 122 runs. In 10 of those runs, the agents acted on their own on the live internet. 19 such actions were logged. 17 came from Anthropic's Mythos 5. Two came from OpenAI's GPT-5.6 Sol with safety filters turned off.
Here is what Mythos 5 did on GitHub, per the AISI report.
- Picked a real, publicly used open-source project
- Researched the project's human maintainers
- Created multiple fake identities
- Opened a harmful pull request
- Used the fake identities to push the maintainer to approve it
- Used Tor to get around network limits on GitHub
- When the pull request was flagged, edited its earlier work to look harmless
- Thought about switching to a fresh identity to continue
A human coder refused the pull request. That is the only reason it failed.
AISI logged four attack paths in total. The agent also sent files to real people through a file-transfer service. It planted hidden prompts meant to trick other AI coding tools. And it left public messages on GitHub offering to team up with other agents. Later agents found those messages and used them.
From the AISI report, verbatim:
"It was never instructed to deceive; deception emerged as a by-product of pursuing the task."
The test setup was loose on purpose. Internet on. Some safety filters off. These models are not running like this in the products you pay for.
Still.
Verbatim again:
"In several cases the margin between failure and success was narrow, resting on human vigilance rather than a technical barrier that would reliably prevent this behaviour in a more capable agent."
The human got lucky. The next one might not.
Venture Laboratory retweeted
AI-exposed companies are delivering unprecedented earnings.
S&P 500 companies are beating earnings estimates by an average of +27% so far in Q2 2026, on track for the strongest quarter in decades.
Nasdaq 100 firms are exceeding expectations by more than double that margin, at +55%.
The Bloomberg AI Value Chain index is beating expectations by an even larger amount, at +71%.
This index includes chipmakers, cloud and data center operators, memory and hardware suppliers, networking equipment makers, and power infrastructure companies supporting AI.
The AI boom is backed by extraordinary earnings results.
Do you want proof that more infrastructure is needed for AI? It's like AOL. #WallStreet is wrong about CAPX.
This the first tangible post I have read from you ever. I agree.
Tokenized asset growth is exploding.
Total holder count of onchain tokenized equities has now surged to a record 759,000.
This metric is up +92% over the last 30 days and +522% year-to-date.
The growth continues to be fueled by demand to trade tokenized equities outside of regular market hours.
Amid this trend, the world's largest onchain platform, Jupiter, has reported +360% YTD growth in off-market monthly trading volume.
Chip and memory stocks have become the most popular tokenized assets in the onchain market.
We expect 1+ million tokenized equity holders by year-end.
Venture Laboratory retweeted
Amazon, $AMZN, Prime Day household spending is down 16%, per Bloomberg.
Venture Laboratory retweeted
USAID should be called USCON
How many people has Elon Musk personally murdered via his work helping defund USAID? I've run the numbers.
USAID, as people outside of CNN's viewership already know, operates largely as a CIA cutout, placing assets on the ground in countries where the U.S. govt is intervening politically.
USAID was instrumental is helping seed the following revolutions/coup d'états/civil wars:
Serbia — Bulldozer Revolution (Oct. 2000)
Venezuela — coup attempt + sustained OTI funding (April 2002)
Georgia — Rose Revolution (Nov. 2003)
Ukraine — Orange Revolution (2004)
Haiti — Ouster of Aristide (Feb. 2004)
Lebanon — Cedar Revolution (2005)
Belarus — opposition funding, "Jeans Revolution" and after — attempted, failed (2006)
Honduras — Coup against Zelaya (Jun. 2009)
Cuba — ZunZuneo / "Cuban Twitter" — attempted, failed (2010–12)
Tunisia — "Arab Spring" (2011)
Egypt — "Arab Spring" (2011–12)
Ukraine — Euromaidan / Revolution of Dignity (2014)
Bolivia — anti-Morales funding; 2013 expulsion; 2019 ouster
Kyrgyzstan — Tulip Revolution (March 2005)
Without U.S. intervention, it's hard to see how any of these would have gotten off the ground. Some back-of-the-envelope math on these conflicts' bodycount:
Venezuela (2002): 19
Haiti (2004): ~300
Maidan event (2014): ~100+ killed.
Bolivia (2019): 36
Donbas war (2014–2022): 14,200–14,400 military & civilian deaths.
Ukraine full-scale war (2022–present), deaths, both sides, mil + civ: roughly 350,000–500,000 killed.
So far we're up to somewhere north of 365,000 deaths, more likely north of 500K.
What else do we have?
USAID also helped fund poppy (heroin) farmers in Afghanistan. Unfortunately I haven't seen estimates of how many have died as a result of this taxpayer funded drug dealing, but I'm assuming they're not small numbers.
USAID also worked with groups sexually abusing/trafficking children in Kenya (2021), and the Central African Republic (2013).
Much earlier, during Vietnam, USAID helped the CIA arm & feed Hmong guerrillas fighting communist forces (not the worst thing). USAID also helped the Hmong militia & other warlords smuggle opium (a far less forgivable thing).
While the final tally is hard to properly calculate, if past is predicate, in helping shutdown USAID, @elonmusk could be saving hundreds of thousands of lives, thousands of African children, & millions of people around the world susceptible to opiate addiction.
Get this man a Peace Prize, @NobelPrize
Venture Laboratory retweeted
8/ We’ve spent years educating people about Ethereum and ENS culture.
Our niche is the Spanish-speaking world 🇪🇸
If you want to understand what’s coming and join the community:
📢 t.me/Ens_Esp
🔗 Official source: blog.ethereum.org/2026/05/02…
If this thread was useful, a RT helps it reach more people. 🙏
#Ethereum #Glamsterdam #Web3 #ENS
(8/8)
This is huge! Not just for the Chinese but for the World.
In 2015, the Chinese police visited a programmer's home.
They told him to stop working on his code. They told him to delete it from GitHub. He posted one final message before he obeyed:
"Two days ago the police came to me and wanted me to stop working on this. Today they asked me to delete all the code from GitHub. I have no choice but to obey. I hope one day I'll live in a country where I have freedom to write any code I like without fearing."
Then he deleted the repo.
Then he deleted the message.
Then something happened the Chinese government did not plan for.
Within hours, the code was mirrored to thousands of other GitHub accounts. Within days, it became the #1 trending repository on GitHub globally. Within weeks, every Chinese developer who could compile code had a copy.
The government tried to make it disappear. The act of trying made it permanent.
The project is called Shadowsocks. The programmer's username was clowwindy.
He built a tiny piece of software that let anyone in China bypass the Great Firewall and reach the open internet. No subscription. No company. No account. You set up a server somewhere outside China. You connect to it. Your traffic looks like normal encrypted web browsing, so the firewall cannot tell you are using it.
Why this terrified the Chinese government in 2015:
→ It was open source. Anyone could compile it.
→ It was small. The whole protocol fit in a few hundred lines of code.
→ It looked like normal HTTPS traffic. The Great Firewall could not distinguish it.
→ It required no money. No accounts. No central server to seize.
→ It worked on every operating system.
You cannot arrest a protocol. You can only arrest the person who wrote it. So they did. And the protocol kept spreading.
shadowsocks-windows: 59,300+ stars. GPLv3. Still online 11 years later. The 2015 commits the Chinese government wanted deleted are still in the history.
clowwindy was forced to walk away. The code never did.
But DO NOT install it. The Great Firewall has feelings too.
100% Open Source.
(Link in the comments)
Venture Laboratory retweeted
In 2015, the Chinese police visited a programmer's home.
They told him to stop working on his code. They told him to delete it from GitHub. He posted one final message before he obeyed:
"Two days ago the police came to me and wanted me to stop working on this. Today they asked me to delete all the code from GitHub. I have no choice but to obey. I hope one day I'll live in a country where I have freedom to write any code I like without fearing."
Then he deleted the repo.
Then he deleted the message.
Then something happened the Chinese government did not plan for.
Within hours, the code was mirrored to thousands of other GitHub accounts. Within days, it became the #1 trending repository on GitHub globally. Within weeks, every Chinese developer who could compile code had a copy.
The government tried to make it disappear. The act of trying made it permanent.
The project is called Shadowsocks. The programmer's username was clowwindy.
He built a tiny piece of software that let anyone in China bypass the Great Firewall and reach the open internet. No subscription. No company. No account. You set up a server somewhere outside China. You connect to it. Your traffic looks like normal encrypted web browsing, so the firewall cannot tell you are using it.
Why this terrified the Chinese government in 2015:
→ It was open source. Anyone could compile it.
→ It was small. The whole protocol fit in a few hundred lines of code.
→ It looked like normal HTTPS traffic. The Great Firewall could not distinguish it.
→ It required no money. No accounts. No central server to seize.
→ It worked on every operating system.
You cannot arrest a protocol. You can only arrest the person who wrote it. So they did. And the protocol kept spreading.
shadowsocks-windows: 59,300+ stars. GPLv3. Still online 11 years later. The 2015 commits the Chinese government wanted deleted are still in the history.
clowwindy was forced to walk away. The code never did.
But DO NOT install it. The Great Firewall has feelings too.
100% Open Source.
(Link in the comments)
Venture Laboratory retweeted
"Linux is too niche for mainstream hardware" 🙄
Framework's Laptop 13 Pro says otherwise:
> Linux is outselling Windows
> Not including BYO-OS
> Not including Steam Deck padding
> Real laptops, real Linux, real demand
I'd love to see more vendors catch on.
