Co-Founder & CPO @ ProsperOps. Former VP @ Rackspace. Building and managing clouds since 2008. Father of 6. Christian. Time-starved outdoorsman.

Austin, TX
Joined July 2008
Erik Carlin retweeted
Replying to @Scobleizer
True. You will be able to ask the Roadster to perform any of the tricks shown autonomously, as it will be sentient. Also, we will have a wild looping track (crazier even than Hot Wheels) at our Texas HQ where you can test out your Roadster.
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Erik Carlin retweeted
Dear Secretary Bessent @SecScottBessent, My name is Everett Stern. In 2010 I was a compliance officer at @HSBC. From a back office in New Castle, Delaware, I watched billions of dollars move to drug cartels, sanctioned regimes, and terrorist organizations. The enemies of the United States. I documented it, I escalated it, and when the bank would not act, I took it to the @FBI, the @CIA, and eventually the @SECGov. The result was a $1.92 billion settlement. At the time, it was one of the largest in American history. It was also about five weeks of the bank’s profit. Not one banker was charged. Not one went to prison. I paid a different price. I lost my career, my savings, and my place in the industry I had trained for. I was blacklisted. Every door in American finance closed at once. I slept on a camping cot in a 300 square foot apartment because I could not afford a bed, and I waited tables at @PFChangs to eat. I tell you this not for sympathy, but so you understand that I know exactly what it costs to do the right thing in American finance, and exactly how little the system does in return. I made that sacrifice because I believed it would change something. Yesterday, your department fined @BankofAmerica $1.2 billion for failing to report more than $5 billion in suspicious transactions, some of it tied by your own findings to Chinese laundering networks, narcotics, and the southwest border, alongside 475 apparent sanctions violations touching Russia, Iran, and global terrorism. The bank admitted it willfully violated the Bank Secrecy Act. Fourteen years after HSBC. A bank with “America” in its name. And once again, not one individual charged. Secretary Bessent, I want to say plainly what I believe you already know. The fines are not working. A fine is paid by shareholders, absorbed by the balance sheet, and forgotten by the next earnings call. Bank of America reported earnings this morning. Nobody who set the alert thresholds, nobody who decided the 2024 cease and desist could wait, nobody who chose the backlog over the law will lose a single thing they value. Their lives are untouched. That is the entire reason the behavior repeats. This is money laundering. This is blood money. Money that reaches a cartel buys fentanyl that kills Americans. Money that reaches a terrorist organization buys the next attack. This country has fought a war on drugs and a war on terror for decades, at enormous cost in lives and treasure, and all the while we have allowed the financing to flow through institutions we charter and regulate. Cut off the money and we win. We have never seriously tried. There is also a question of equal justice that I cannot let go. Before I walked into the FBI building to report HSBC, I stopped in front of the Great Seal on the wall and read the words engraved beneath it: “Justice is the defense of our liberty.” I believed that. I still want to. But every day in this country, people go to prison for crimes that are nothing next to moving money for the people who want Americans dead. A suit, a title, and a corporate badge should not be a shield from the consequences that apply to everyone else. If a street dealer goes to prison for what he sells, the banker who moved the cartel’s money should be standing next to him. I also want to raise something that is rarely said in these conversations. Why has no one inside Bank of America come forward the way I did? The answer is that everyone in American banking knows what happened to me, and to the whistleblowers who came after. The last person who spoke up is the only policy anyone believes. That is a culture problem, and it starts with leadership, in the banks and in the agencies that regulate them. This is not a political issue. It has spanned administrations of both parties. It is a national security issue, and I am asking you to treat it as one. Three things would change the math overnight. Refer individuals for criminal prosecution. Not the analyst in the queue. The executives who set the thresholds and chose the risk. One banker in handcuffs would do more than every fine in Treasury’s history combined. End “too big to jail.” An institution cannot be too big to fail and too big to jail at the same time. If it is the first, it must be held to a higher standard, not a lower one. And if Bank of America will not act as America’s bank, review its charter. A national charter is a privilege granted on behalf of the American people. It should be conditioned on not moving money for the people trying to kill them. Secretary Bessent, you said yesterday that these actions send a clear message that even the biggest institutions are not above the law. With respect, the institution was never the problem. The people inside it are above the law, and they know it. Until that changes, I will keep writing letters like this one, and the next bank will keep paying the next fine. I gave up everything I had to stop this. I am asking you to use the power you have to finish it. Respectfully, Everett A. Stern HSBC Whistleblower Founder and Intelligence Director, Tactical Rabbit
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Erik Carlin retweeted
Marc Andreessen reveals why housing, health care, and education keep getting more expensive while everything else gets cheaper "There's basically three components to the American dream. A house near great job opportunities, great health care for you and your family, and sending your kids to good schools" "If you disaggregate the economy over the last 25 years, everything that technology touches basically collapses in price. Television sets, computer games, anything with electronics in it. But if you chart housing, education, and health care, the prices of those things are skyrocketing" "The government restricts supply, zoning laws and university certifications. And then the government responds to the political pressure caused by the rising prices by subsidizing demand. And of course, if you subsidize demand and a fixed supply, you get skyrocketing prices"
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Erik Carlin retweeted
My lord, three IPOs are worth more than… all IPOs in the last 45 years of tech 🤯
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Ayn Rand predicted this Bernie Sanders, Ro Khanna, and most of hollywood (each worth 10s to 100s of millions) will rabidly insist that Elon is evil simply because he is a billionaire Yet they are living in one of their 3-4 beautiful mansions and he is living in an airstream so he can work on building superintelligence and employing people
Elon Musk has temporarily moved into a motor home on-site in Tennessee. Speaking on the All-In podcast, he confirmed he is staying in an Airstream trailer parked directly at the Memphis facility. Living here allows him to work alongside engineers to speed up work on xAI's Colossus supercomputer.
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Erik Carlin retweeted
In 2001 George W Bush proposed a partial privatization plan for Social Security so you could put 10% of your SS contribution into the markets. People rejected this. We can now see that if it had passed, the 10% that went into the markets would have outperformed the 90% the government managed, the program would be solvent, and the average SS recipient would be receiving 2X what they currently receive. The worst bet you’ll ever make is betting on government.
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Erik Carlin retweeted
I was incredibly concerned with the debt. Now I get it. It’s never going down. The budget will never get balanced. Both parties don’t care and if they say they do they are lying. Fighting about taxes is silly. We can’t tax our way out of it. There isn’t enough tax revenue to be extracted. We are going to print our way out of it. 5% real inflation forever. What’s 40 trillion in debt if we inflate the gdp to 100 trillion? It’s the only choice. Both sides want to keep spending. My thesis the next 30 years: The dollar will be worth less tomorrow than today. The government will promise anything and spend everything. Plan accordingly.
Here is where our $40 trillion in debt comes from:
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Erik Carlin retweeted
One week to go until Flexera Live NYC. Join technology leaders for practical insights on managing SaaS, cloud, and AI spend. 📅 July 29 | NYC 🚨 Final week to register: bit.ly/4wLSlrK
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Erik Carlin retweeted
This is concerning. For the first time, a Chinese model Kimi K3 has taken #1 on the Frontend Code Arena and is scoring at or near the frontier on other benchmarks. Meanwhile America is tying itself in knots: politicians and bureaucrats are banning new data centers, piling on state regulations, and pushing for new federal agencies to pre-approve frontier models. This is how you lose the AI race. The rest of the world won’t play by our rules if we bog ourselves down. Permissionless innovation is how America won the internet and became the technological envy of the world. We can do it again with AI -- while addressing risks in a targeted way -- or we’ll watch our lead evaporate.
Big news: Kimi-K3 by @Kimi_Moonshot is now #1 in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5. This is a 17-place jump from Kimi-k2.6 (#18 -> #1). In Frontend, Kimi-K3 ranked #1 in 6 of 7 domains: Brand & Marketing, Reference-Based Design, Data & Analytics, Consumer Product, Simulations, and Content Creation Tools, landing #2 only in Gaming behind Fable 5. The full model weights will be released by July 27. Congrats to the @Kimi_Moonshot team on this major milestone!
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😢 gonna miss you @JoshuaBaer ❤️
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Erik Carlin retweeted
I am the Director of Strategic Planning at the California High-Speed Rail Authority. I have held this position for seventeen years. In that time I have written four business plans, overseen six revisions, and authored eleven methodology updates. The train has not moved. There is a hard hat on the shelf behind my desk. It was given to me at the Fresno groundbreaking ceremony in 2015. It is still in the cellophane. I use it as a bookend for the business plan binders. There are four binders. They are substantial. The hat holds them upright. In 2008, California voters approved Proposition 1A. San Francisco to Los Angeles. Two hours and forty minutes. Fifty-five dollars per ticket. Ninety-five million annual riders by 2030. Total cost: $33.5 billion. Fifty-three percent said yes. The current cost estimate is $231 billion. I am sometimes asked to provide context for that figure. The state housing shortage is 2.5 million units. At the California median home price, $231 billion would produce 577,000 of them. The average public school teacher in California earns $95,000. $231 billion is every one of their salaries for eight years. The state has a documented wildfire suppression staffing gap. $231 billion would fund 6,400 additional fire crews for a century. I include these comparisons for context. They are not relevant to my work. We have built 119 miles of infrastructure. Columns. Viaducts. Grade separations. You can see them from Highway 99 between Madera and Bakersfield. They stand in rows across land that used to grow things. No track runs on them. No train has touched them. Some of them have graffiti now. I have seen the photographs in the quarterly progress reports. I have not visited. There was an almond grower outside Hanford. She is in our files as Parcel 417, Hanford East. The Authority acquired twelve acres of her property through eminent domain in 2016 for right-of-way clearance. The trees were removed. The soil was graded flat. The right-of-way has been clear for nine years. Nothing has been built on Parcel 417. Her file notes that she attended three public comment hearings between 2014 and 2016. I do not know what she said at those hearings. I know what we said. We called the acquisition "a critical milestone in the project's advancement." I wrote those words for the 2016 Annual Report. They were well-received. Her contact information has been flagged in the Phase 2 preliminary assessment, in case additional right-of-way is required. Phase 2 does not yet exist. Her contact information does. The original completion date was 2020. The current target is 2032. The route has been revised from San Francisco-to-Los Angeles to Merced-to-Bakersfield. One hundred seventy-one miles. I refer to this as Phase 1. The French national rail company, SNCF, joined the project as a consulting partner in 2010. They left in 2011. They used the phrase "political dysfunction," which is diplomatic language for a country that built the Eiffel Tower in two years telling you it cannot build your train. SNCF then went to Morocco and built a high-speed rail line from Tangier to Casablanca. Two hundred miles. Operational by 2018. Seven years. We are in year eighteen. I included the SNCF departure in the 2022 business plan as a "comparative international case study." The lesson I drew was that Morocco has simpler permitting requirements. This is accurate. I did not draw other lessons. The $9.95 billion bond that voters approved costs the state $647 million per year for thirty years. Roughly $20 billion in total repayment. The bond is being serviced on schedule. $647 million leaves the state treasury every year and arrives in accounts associated with a train that does not carry passengers. It has done this since 2010. The bond repayment is the most functional transit system we have built. It moves $647 million a year. On time. Every time. In 2019, Governor Newsom said the project "would cost too much and, respectfully, take too long." He then continued funding it. I appreciated the word "respectfully." It acknowledged the problem without producing an obligation to solve it. My team delivered the 2020 business plan revision the following quarter. It was well-received. The Governor also supported legislation to shield certain cost details from public disclosure. That same year, thousands of pages were removed from the Authority's website. I was not involved in that decision. I was involved in the pages. Last Friday, a television host told the Governor on camera that the project now costs $231 billion. The Governor said, "No, it's not. It's not." The $231 billion figure is from the 2026 draft business plan. Page 47. I wrote page 47. The Governor then said we had gotten the project "back on track." I noted the phrasing. A rail project that has not yet laid operational track is not, in a strict sense, on one. I did not raise this. The ridership projection has been revised from 95 million annual riders by 2030 to 36 million by 2060. I updated that figure personally during the 2024 planning cycle. The ticket price has been revised from $55 to $105. Both figures describe a service that does not yet exist. The State Auditor published a report. The title is: "Flawed Decision Making and Poor Contract Management Have Contributed to Billions in Cost Overruns and Delays in the System's Construction." That is twenty words. We have 119 miles of columns that carry nothing. I read the report carefully. It was thorough. We incorporated its findings into the next business plan revision. The board was scheduled to vote on the latest business plan on April 29th. The vote was delayed. Additional review was requested. I support additional review. My pension vests in 2034. The project's current completion target is 2032. If the train is finished on schedule, my position becomes unnecessary two years before my pension matures. The completion date is determined by the business plan. I write the business plan. The plan says the project should continue. It has always said this. I have never written one that recommended otherwise.
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Erik Carlin retweeted
Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren She must be so proud to add another casket to her achievements. Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service. JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes. The combined company would have held 9% of the US market against a Big 4 that already owned 80%. For anyone who understands numbers: 9% isn’t a monopoly against 80%. Warren said no. She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024. Her argument: the merger would cost consumers $1 billion a year. Now look at her collateral damage she dusts under the rug. 510 pilots gone in the months after. 1,800 flight attendants furloughed in December. 14,000 jobs in 2023. 7,500 last week. Zero tonight. And that’s just the people in Spirit uniforms. Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back. 40,000 people out of work because of one woman’s moronic crusade against the market. And the math ain’t mathing. Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%. That’s reality. Not some BS number from a “study.” So @SenWarren tell me how this saves the consumer money? Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years. Warren killed it. That’s what moronic politicians led by socialism do. Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.” A win. 14,000 people are reading termination letters tonight. And she’s taking credit. This is socialism in 2026. A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company. She saved you a billion on imaginary paper. She cost you ten times that in real life. She didn’t protect consumers from anything. 14,000+ will go from working to welfare. She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed. Higher taxes. Fewer jobs. More expensive everything. She called it a win. I hope you enjoy winning.
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🎯
Elon Musk avait dit un truc qui m'avait marqué sur l'allocation de ressources. En substance : passé un certain niveau de richesse, l'argent n'est plus de la consommation, c'est de l'allocation de capital. Cette phrase change tout. L'économie, dans le fond, c'est juste un problème d'allocation. Tu as des ressources finies et des usages infinis. Qui décide où va quoi ? Imagine une cour de récré. 100 enfants, des paquets de cartes Pokémon distribués au hasard. Tu laisses faire. Très vite, un ordre émerge. Les bons joueurs accumulent les cartes rares, les collectionneurs trient, les négociateurs trouvent des deals. Personne n'a planifié. Et pourtant chaque carte finit dans les mains de celui qui en tire le plus de valeur. Le système maximise le bonheur total de la cour. C'est ça, la main invisible. Maintenant fais entrer la maîtresse. Elle trouve ça injuste. Léo a 50 cartes, Tom en a 3. Elle confisque, redistribue, impose l'égalité. Trois effets immédiats. Les bons joueurs arrêtent de jouer, à quoi bon. Les mauvais n'ont plus de raison de progresser, ils auront leur part. Les échanges s'effondrent. La cour est égale, et morte. Elle a maximisé l'égalité, elle a détruit le bonheur. Le problème de la maîtresse, c'est qu'elle ne peut pas avoir l'information que la cour avait collectivement. C'est le problème du calcul économique de Mises, formulé en 1920. L'URSS a essayé de le résoudre pendant 70 ans avec le Gosplan. Résultat : pénuries, queues, effondrement. Pas parce que les Soviétiques étaient bêtes, parce que le problème est mathématiquement insoluble en mode centralisé. Quand Musk a 200 milliards, il ne les consomme pas, il les alloue. SpaceX, Starlink, Neuralink, xAI. Chaque dollar est un pari sur le futur. Et lui a un track record. PayPal, Tesla, SpaceX. Il a démontré qu'il sait identifier des problèmes immenses et y allouer des ressources avec un rendement spectaculaire. L'État aussi a un track record. Hôpitaux qui s'effondrent, éducation qui décline, dette qui explose, services publics qui se dégradent malgré des budgets en hausse constante. Le marché identifie les bons allocateurs, la politique identifie les bons communicants. Le profit n'est pas une finalité, c'est un signal. Il dit : tu as alloué des ressources rares vers un usage que les gens valorisent suffisamment pour payer. Plus le profit est gros, plus la création de valeur est grande. Quand Starlink est rentable, ça veut dire que des millions de gens dans des zones rurales ont enfin internet. Quand un ministère est en déficit, ça veut dire qu'il consomme plus qu'il ne produit. L'un crée, l'autre détruit, et on appelle ça redistribution. Dans nos sociétés il y a deux catégories d'acteurs. Les entrepreneurs et les bureaucrates. L'entrepreneur prend un risque personnel pour identifier un problème, mobiliser des ressources, créer une solution. S'il se trompe il perd. S'il a raison, ses clients gagnent, ses employés gagnent, ses fournisseurs gagnent, l'État collecte des impôts. Il est la cellule de base du progrès humain. Le bureaucrate ne prend aucun risque personnel. Son salaire est garanti. Au mieux il maintient une rente existante. Au pire il la détruit par excès de réglementation, mauvaise allocation forcée, incitations perverses qui découragent ceux qui produisent. Mais dans aucun cas il ne crée. Regarde les 50 dernières années. iPhone, internet civil, SpaceX, Tesla, Google, Amazon, Stripe, mRNA, ChatGPT. Toutes des inventions privées, portées par des entrepreneurs, financées par du capital risque. Pas un seul ministère n'a inventé quoi que ce soit qui ait changé ta vie au quotidien. La France est devenue le laboratoire mondial de la dérive bureaucratique. 57% du PIB en dépenses publiques, record absolu. Une administration tentaculaire, une fiscalité qui pénalise la création de richesse. Résultat : décrochage face aux États-Unis, à l'Allemagne, à la Suisse. Fuite des cerveaux. Désindustrialisation. Dette qui explose. Et le pire c'est que la mauvaise allocation s'auto-renforce. Plus l'État prélève, moins les entrepreneurs créent. Moins ils créent, moins il y a de base fiscale. Plus l'État s'endette et taxe. Boucle de rétroaction négative parfaite. La maîtresse pense qu'elle aide, et chaque année la cour produit moins. Dans nos sociétés, ce sont les entrepreneurs, toujours, qui font avancer la civilisation. Les bureaucrates au mieux maintiennent une rente, au pire la détruisent. Aucune société n'a jamais progressé en taxant ses créateurs pour subventionner ses gestionnaires. La question n'est jamais qui a combien. C'est qui alloue le mieux la prochaine unité de ressource pour maximiser le futur de l'humanité. La réponse depuis 200 ans n'a jamais changé. Ce ne sont pas les fonctionnaires.
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Erik Carlin retweeted
If you're under 53 years old, you have never once been alive while a human was farther than 250 miles from Earth. Tonight, four astronauts are heading 252,000 miles out. That's a thousand times farther than any person has gone in your lifetime. The 250-mile ceiling is where the International Space Station floats. Every astronaut since December 1972 has been stuck in that zone. Spacewalks, science experiments, cool photos from orbit, sure. But nobody left the neighborhood. The last crew to go farther was Apollo 17. December 1972. Nixon was president. The internet didn't exist. Cell phones were 11 years away. The youngest member of that crew is now 90 years old. The farthest any human has ever been from Earth is 248,655 miles. The Apollo 13 crew set that number in 1970, and they didn't mean to. Their oxygen tank blew up, and the emergency route home took them farther out than anyone before or since. Tonight's crew will break that record on purpose. And the crew itself. Victor Glover becomes the first Black astronaut to leave Earth's neighborhood. Christina Koch becomes the first woman. Jeremy Hansen, a Canadian fighter pilot, becomes the first non-American to do so. When they come home, they'll slam into the atmosphere at 25,000 mph, faster than any human has ever traveled. The Moon's south pole has ice. Water ice, sitting in craters so deep that sunlight hasn't hit them in billions of years. A 2024 NASA study found way more of it than anyone expected. You can split water into hydrogen and oxygen, which gives you rocket fuel, breathable air, and drinking water, all made on the Moon instead of hauled up from Earth. George Sowers at Colorado School of Mines calculated that Moon-made fuel could shave $12 billion off a single trip to Mars. The Moon is a gas station on the road to Mars. NASA Administrator Jared Isaacman announced last week a $20 billion plan to build a permanent base at the South Pole over the next seven years, with landings every six months. China is developing its own lunar lander and spacesuit, aiming for a crewed landing by 2030. The Artemis program has burned through $93 billion so far, and the first actual surface landing is penciled in for 2028. There's a real question of who gets there first this time around. Harrison Schmitt walked on the Moon in December 1972 as part of Apollo 17. He's 90. Asked about it this week, he sounded pretty relaxed. "Mars is attainable," he said. "We're humans. That's what we've always done."
We're going around the Moon. Come watch with us. Artemis II's four-astronaut crew is lifting off from @NASAKennedy on an approximately 10-day mission that will bring us closer to living on the Moon and Mars. The launch window opens at 6:24pm ET (2224 UTC). xitter.cf/i/broadcasts/1jxXgeyMk…
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Erik Carlin retweeted
For context, the entire U.S. venture capital industry invested $170 billion into startups in all of 2023. OpenAI just raised 65% of that in one round.
We have raised a $110 billion round of funding from Amazon, NVIDIA, and SoftBank. We are grateful for the support from our partners, and have a lot of work to do to bring you the tools you deserve.
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Erik Carlin retweeted
PMs don’t just ship features. They kill them. Shipping isn’t the job. Shipping the right product is. A great PM doesn’t fall in love with the roadmap. They fall in love with the problem and have the guts to say: This isn’t solving it. This adds complexity. This doesn’t matter. Every feature, setting, UI, element should fight to exist. At Nest, we had one rule: If you can’t explain why it matters, it doesn’t ship. You had to tell us the why. The reason a real person would care. That one rule killed dozens of features.
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Erik Carlin retweeted
I had some fun pulling OpenAI's mission statement out of their IRS tax filings from 2016 to 2024, loading them into a git repo with fake commit dates and then taking a look at the diffs simonwillison.net/2026/Feb/1…
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Erik Carlin retweeted
when you realize that matrix called the bad guys "agents" and 25 years later we literally invented them
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This isn’t understood by enough people Try to be useful to your fellow man, by creating some product or service, and we all win.
"Capitalism created the possibility of the win win win. It used to be a zero sum game where somebody won, somebody else lost. The biggest mistake people make, intellectuals in particular, they still think we're in a zero sum world. They're obsessed with some billionaires because Bernie Sanders thinks that Jeff Bezos and Elon Musk somehow stole the money from the people. They don't understand that it's this prosperity machine that's creating more, not just for those billionaires, but for everything that they're touching. They're creating value for their customers, they're creating value for their employees. Their suppliers are flourishing, their investors are seeing their capital go up. It can be reinvested and compound. All philanthropy ultimately comes from business. That's where the profits are. Where does all the taxes come from? It ultimately comes from business as well. This is the engine that's lifting humanity out. The entrepreneurs are the drivers of that engine. Somebody like Elon Musk, he gets a very, very, very tiny sliver of the value that he creates for the whole world." —@iamjohnmackey
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Headed to San Francisco on United. 😍 Starlink!! Ty @elonmusk!
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