Skate where the puck is going. Disc: Not investment advice.
Santa Clara, CA
Joined September 2012
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Part Time Investing retweeted
Elon Musk becomes deeply moved, and deadly serious, when Bret Baier asks him why he called Sen. Mark Kelly a "Traitor" for pushing to send more US aid and weapons to Ukraine.
Watch every second of his response.
"We should have empathy for the thousands of people dying everyday in the trenches. For no movement in the lines. For the past two years thousands of people have died every week for nothing."
"I take great offense at those who put the appearance of goodness over the reality of it. Those who virtue signal and say we can't give into Russia, but have no solution to stopping thousands of kids dying every day."
"I have contempt for such people and I want to make that clear. Because they're virtue signaling and their lack of a solution means that kids don't have a father. It means parents lost a son. For what? Nothing."
Part Time Investing retweeted
The frontier model companies are responsible for how their products perform in the real world, and their customers are responsible for how they use them.
If a user of Claude runs a cyberattack — especially one at scale — both the customer and the platform will be sued.
This should be enough of an incentive to force these companies (let’s stop calling them labs) to produce safe products AND monitor for unsafe use (i.e. ie hacking).
These frontier models have the option to lock them down… they can require a driver's license, Social Security number/tax ID, biometrics, etc., to use the latest models if they’re so dangerous—just like buying a gun or driving a car. They can monitor the logs of the latest models, too.
Or they can provide anonymous access to their open-source models…there are plenty of safeguards that I don’t hear any of them talk about—which is odd.
Part Time Investing retweeted
Update: he blew up
Leopold explains his approach to not blowing up (2024)
"Obviously, not blowing up is task number one and two or whatever. I think this investment firm is going to just be betting on AGI and superintelligence before the decade is out, making the bets you would make if you took that seriously."
"I think if that's wrong, the firm is not going to do that well."
"The thing you have to be able to resist is, you know, one or a couple or a few individual calls. It's like AI stagnates for a year because of the data wall, or you got the call wrong on when revenue would go up."
"You have to get timing right. I do think in general that the sequence of bets on the way to AGI is actually pretty critical, and something people underrate."
Part Time Investing retweeted
The mega bull case for AI infrastructure would be *if* market share shifted away from certain frontier labs with 90%+ inference margins toward cheaper models, whether open-source or closed.
It would increase the ROI on AI spend for end customers by increasing intelligence per dollar, which would drive incremental token demand. Margin dollars would effectively get redistributed from the frontier labs to AI infrastructure providers. The infra winners would be those with the lowest per token cost and the winners at the model layer would be those with the highest token efficiency.
There are many reasons Jensen is so focused on open source, but this is likely the most important one as I think he is probably less worried about a monopsony these days. Lower margin % at the model layer = more margin $ at the infra layer all else equal.
With SpaceX and Meta being vertically integrated and possessing the #3 and #4 models respectively it is more possible than ever. Note that Grok 4.5 is ahead of Fable for some useful tasks at a much lower cost, so ranking them #3 is conservative.
This is not happening yet. Cheap, mostly open source tokens are likely the majority of volume today but the majority of economic value is still accruing to the most intelligent models. Might change though.
We will see.
This is true as I have heard this from contacts in the Valley. Goes with my pinned post.
The AI race is shifting from bigger models to cheaper, smarter systems cnbc.com/2026/07/10/the-ai-r…
Part Time Investing retweeted
I have many more issues with Ilhan Omar being worth $30 million than Elon being worth a trillion.
Part Time Investing retweeted
Barnacles. Operational minimums. Cushing about to be zero. SPR caverns going to collapse. Double digit interest rates from oil spike. Crude quality matters. World bout to run out of jet fuel. Shale about to rollover. Shale about to gas out.
All gonna end is heart break folks.
Part Time Investing retweeted
The minerals war is upon us. As machines and automation trend towards ubiquity superpowered by AI, eventually it will become obvious that the scarcity of certain minerals is the most important of all bottlenecks.
Part Time Investing retweeted
"We in America have no interest in being polite & orderly caretakers of the West's managed decline."
—Marco Rubio
Part Time Investing retweeted
It is very difficult for rats in a sewer pipe to know what’s going on in the outside world. Some color for the Iranian Leadership as they literally sit in the dark:
1. The United States has complete control of the Strait of Hormuz.
2. There is a hard currency, i.e. U.S. dollar, shortage.
3. Food and gasoline rationing are in place.
4. The entire international community has turned against you.
5. The BLOCKADE will continue, until there is pre-February 27 Freedom of Navigation.
The U.S. Navy’s blockade is revealing a hole in Tehran’s strategy of guerrilla warfare and controlling the Strait of Hormuz on.wsj.com/4951PoE
Part Time Investing retweeted
Serra Verde receives price floors for magnet rare earths in US offtake deal reuters.com/business/energy/…
Part Time Investing retweeted
Presidents like Donald Trump are rare.
You can like him or hate him, but you cannot ignore what he represents. This is a man who confronts power head-on.
While others hesitate, calculate, and play safe, he steps in and acts.
He challenged Iran directly. He disrupted their influence, blocked their expansion, and pushed back against networks that many believe have fueled instability across different regions.
Some of you don’t fully understand what that means on a global scale. That’s fine.
Not everyone follows power dynamics or international strategy deeply.
But think about this:
When last did you hear of a direct threat successfully shaking the United States or the world under his watch?
Exactly.
Strength deters chaos. Whether you admit it or not.
Even institutions like the European Union move carefully around situations like Iran.
It’s a complex game of diplomacy, fear, and consequences. But Trump doesn’t play that game the same way. He confronts it.
Call him controversial. Call him aggressive. Call him whatever you want.
But leadership is not about being perfect.
It’s about making decisions others are too afraid to make.
He is not trying to please everyone, and that’s exactly why many people don’t understand him.
Man has brought peace to the world
I pray he completes this mission.
Pressure Iranian leaders to open up the country.
Allow free speech.
Allow equal rights.
Give women their freedom.
And watch how everything begins to change…
A more open society.
A different future for the next generation.
God bless America.
Long live Iran.
We are about to enter one of the most peaceful times in world history.
God punish haters of peace ✌️
@ishaqsamaila5
Part Time Investing retweeted
Señor presidente @petrogustavo,
Hace algún tiempo planteé una propuesta similar a Hillary Clinton, tras sus críticas sobre el sistema penitenciario en mi país. Hasta hoy, sigo a la espera de una respuesta.
Permítame entonces extenderle la misma invitación, con el mayor respeto.
Si, como usted sostiene, en nuestro país existen “campos de concentración”, estaríamos frente a una situación que no admite términos medios, sino decisiones firmes en favor de la dignidad humana.
En ese espíritu, El Salvador está dispuesto a facilitar el traslado del 100% de su población carcelaria, todos, incluyendo los llamados presos políticos y cualquier otro caso que considere viole su política del “amor y la vida”.
Únicamente bajo una condición que entiendo será compartida por usted: deben ser todos. Porque si se trata de “campos de concentración”, incluso un solo detenido que permanezca allí sería inaceptable.
Esta es una oportunidad histórica para consolidar su legado como el libertador que extendió la cuerda firme de la justicia, para sacar a miles del abismo de la exclusión.
Tener un 36% de personas presas inocentes, es un crímen contra la humanidad, se trata de campos de concentración de población civil, gente apresada porque tiene un tatuaje o es jóven, así no se disminuye una tasa de homicidios porque estás matando en vida a miles de jóvenes presos inocentes y a sus familias, se parece a las ejecuciones oficiales en Colombia para matar jóvenes para hacerlos pasar por guerrilleros dados de baja, cuando eran jóvenes inocentes incluso con problemas mentales recogidos en los barrios populares de las grandes ciudades. Eso se llama terrorismo y sirve para conseguir apoyo popular ignorante, y después siguen los ciclos de venganza y más muertes.
La tasa de homicidios se baja, y lo estamos logrando en semana santa en Colombia, pacificando, construyendo paz en ciudades y en el mundo rural.
Part Time Investing retweeted
Anthropic is literally giving away the opportunity of being the backbone of open source agentic AI to prop up their numbers ahead of IPO #openclaw
Part Time Investing retweeted
This is WILD!! An 11-minute time-lapse video showing TENS OF THOUSANDS of Iranians gathering in Washington, DC.
"THANK YOU, TRUMP & NETANYAHU!"
"USA! USA! USA!"
"LONG LIVE IRAN"
Iranian flags 🇮🇷
American flags 🇺🇸
Israeli flags 🇮🇱
SHARE THIS!!!
Part Time Investing retweeted
A drug-addicted parasite stole a gun, walked up to a random pregnant woman in Seattle, and murdered her. Instead of just executing him, the state wasted three years “evaluating” him before reaching a plea deal acquitting him for “insanity,” so now millions of dollars can be spent “rehabilitating” him so that later left-wing activists can work for his release in the hopes he will get to do more drugs and kill somebody again.
Seattle man who shot, killed pregnant stranger found not guilty by reason of insanity kiro7.com/news/local/seattle…
