@evervests
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Former banker and fund manager breaking down AI, tech & policy that move markets. Numbers over hype. My views, not financial advice→ https://nitter.cf/t.co/GNaMDEzlpv
Texas
Joined October 2024
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$SPCX V14 today.
A couple of engines didn't perform the way they were supposed to. It still made orbit, and it still deployed the payload. Think about that for a second. Most rockets lose an engine and the mission's over. This one lost more than one and finished the job anyway.
How amazing is that?
I finally joined the $Tesla car club... Drove my new Model Y-L from the factory pickup on a 400-mile trek - all FSD! Through construction, rain, traffic - all seamless.
Charging was so fast too. This car did not disappoint!
Elon, if you could only make it unsupervised next, I'd appreciate it!
Waymo decided to distance itself from Uber too. The Waymo One app in a couple cities ending exclusivity.
Neither needs Uber...
evervests.com/articles/the-g…
Finally, after watching $TSLA from the beginning. Test driving the $130K Model S in 2015, I'm finally joining the club with a Model YL. Pickup this weekend!
Yet stocks remain close to their highs...
Read more: evervests.com/articles/fed-s…
Aging is the disease — AI drug discovery and aging clocks are turning blood into a readout on the root cause behind cancer, heart disease, and Alzheimer’s.
In May I wrote that nobody can slow AI down without losing the race.
This week the CEO of Anthropic published an essay arguing we have to try anyway.
Dario Amodei's plan is not a pause. Embedded outside auditors with badges and the right to publish. Then common safety standards among frontier labs. Then global coordination he admits is hardest.
He adds his own constraint: if the United States slows by more than its lead over China, authoritarian projects advance unchecked. That sentence is the whole problem.
Game theory says this is impossible...
evervests.com/articles/dario…
Data Centers are the new bad guys now.
Did you know...
bitcoin:native miners collectively spend more than $6.7 billion a year on electricity alone.
Power companies do not accept Bitcoin. Those bills get paid in dollars.
The network burns roughly 175 to 200 terawatt-hours a year — on the order of Argentina or Sweden.
Every day, newly mined Bitcoin enters the market and has to be sold to cover real-world expenses. That is a perpetual selling machine, not a one-time float.
Call it an invisible tax on every Bitcoin holder. Security is funded by burning billions in electricity that must be financed from outside the coin — a structural tax the "store of value" story rarely prices.
evervests.com/articles/bitco…