just getting some thoughts out there — nothing I say is financial advice — love you all
The world
Joined September 2024
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People aren't ready for the discussion that feminism is actually an anti-feminine ideology. And many of the "toxic men" are actually empowering supporters of women.
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JENSEN HUANG: “We don't welcome political discourse inside our company. Take it home … We're bipartisan. We want America to succeed … The discourse about race and religion and politics and all of that stuff, we tell people do it outside the company. It's not for us.”
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Why can’t communists be communist the way the Amish are Amish, as in, peacefully, voluntarily, among themselves, without taking anyone else’s property or forcing anyone else to participate?
If communism is really about cooperation and community, why does everyone else have to be forced into it?
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you must believe you are special and then go so hard, for so long, with such violent refusal to accept any other ending, that reality itself starts running out of ways to tell you no. you must wage a war daily against the ordinary outcome, until the belief you invented out of nothing in a room by yourself has been hammered into the world so many times that it stops being a claim and becomes reality.
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Capital gains taxes make no sense & shouldn't exist
I invest my capital. I create the opportunity. I take the risk. I do the work. I take the chances. I accept the losses if things go wrong
So why should the government collect a slice when things go right?
They didn’t take the risk. They didn’t build the business. They just take
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It is time for the United States Postal Service to ban junk mail.
Unsolicited spam calls are already prohibited by the FCC. Emails are heavily regulated by the CAN-SPAM Act of 2003. Junk mail is the majority of mail, 100 million trees per year. Enough!
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The greatest civilization in human history produced something no other society ever has: a system so free that you can make a living destroying it.
Every day, thousands of Americans wake up in homes built by capitalism, eat food delivered by capitalism, pick up devices created by capitalism, open apps funded by capitalism, and post anti-capitalist content to audiences assembled by capitalism. Then they collect ad revenue, sponsorships, and donations generated by the very system they are denouncing. The machine they hate is the machine that feeds them.
What made this possible? A culture that never taught them what capitalism is or why it works. They were educated in government schools that taught them to resent the producers, pity the unproductive, and view wealth as something taken rather than created. They graduated with strong opinions and no rational frame of reference. So they did what the system allows: they monetized their ignorance.
The irony is not that they are hypocrites. It is that capitalism is so productive, so resilient, and so generous that it even feeds the people trying to kill it. No socialist system has ever been secure enough to tolerate its own critics, let alone pay them.
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It’s a bit funny.
This essay misses the relational element of creating with others. 2000 words and zero thoughts about trust, relationships, humanity, and soul.
I know I’m in constant danger as a middle manager. If all I’m doing is passing info back and forth, I don’t belong at that place.
It’s the idea de jour that middle management should die. But great middle managers can create and shape culture, trust, speed, and safety.
Maybe my role should die, maybe it will.
AI can route information better than managers. It can. The question is whether the things that make teams actually work, trust, safety, someone willing to fight for your growth, can be modeled well and with a human touch.
Jack wrote 2,000 words about how organizations work and never once mentioned why people do their best work. It’s never an information problem, it’s a human one.
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God wants you to read this verse: Job 22:28
"You will succeed in everything you decide to do, and the light will shine on the road ahead." You will cry, not because someone has hurt you, but because God has answered your prayers.
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The Payton Pritchard Show in L.A.
One of the most impressive reels so far this season:
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Much of modern feminism frames equality in terms of women adopting traditionally masculine roles and traits, rather than arguing that traditionally feminine traits and social roles have equal inherent value and should be actively advocated for in their own right.
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I love crypto
I will always believe
It's an incredible community
Crypto and AI were born as siamese twins
Anyone that was in both pre AlexNet understands this
Elon, Sam Altman, Balaji, etc were all interested in both
Two sides of the applied math coin
That will merge again
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POSTSCRIPT
(a) Please note: the intended purpose of the California wealth seizure referendum is to rob or exile everyone in tech. There is no point in complaining about this as being stupid.
(b) Rather than stupid, it is intentionally evil. The reason is that Democrats fear that technologists might actually displace their control over California, and so they are striking first. The goal of the Democrats is to drive tech out of California, like they did the Republicans, so they can enjoy permanent one-party control. California is after all not a democracy, because “elections” are held but the party always wins:
(c) Democrats would prefer a Cuba-like California — where it’s dirt poor but they have total control — to a California where they might have to share power, because only with total one-party control can they pull off scams like the $100B train to nowhere. These "programs" aren't about building trains, but are about paying Democrat clients (in this case, unions):
(d) Note also that blues don’t care about leftist billionaires and nepotists like Soros or Steyer. Only new money billionaires threaten them, as they have insufficient loyalty to the Democrat Party.
(e) Anyway, for the most part, the Democrats are incorrectly paranoid. In reality, most tech guys are focused on their businesses, rather than taking over California. Only a small minority has any time for extracurricular political activity, and that too mostly at the national level. Because Silicon Valley tech is filled with nonvoting immigrants and just doesn’t have embedded within it any kind of explicit political theory.
(f) Crypto, however, does. Bitcoin is the reason for the season. And it is a root and branch rejection of the Fed, expressed in a way that’s fully backwards compatible with American and Internet values. So web3 will eventually take over from web2 as web2 did from web1, simply because web3 is politically resilient (by being globally decentralized) while web2 naively trusts the stability of US institutions.
(g) Among other things: cryptocurrency is built to resist wealth seizures, but Silicon Valley technology sure is not. Which is why this seizure referendum (or its successors) will likely kill Silicon Valley, and give rise to what it always should have been: the decentralized global Internet, fully resistant to the control of failed states.
(h) Is there any hope for Silicon Valley? There is perhaps only one person there with the intelligence, resources, and strength of character to carve out a different future in the timeframe available, and that is Zuck. As a natural-born US citizen, he doesn’t have the same constraints that Thiel and Elon did. And he isn’t a wimp, politically. He has a latent potential similar to Elon’s prior to 2022. We will see if that potential is realized.
(i) Anyway, read this article to get a sense of the seizures underway, and then extrapolate that out a few years to realize what’s in store for Silicon Valley:
taxfoundation.org/research/a…
(j) Oh, and also read about Russia prior to the 1917 Communist Revolution. Did you know the Russians had a thriving stock market too, and their own technologist class (the cosmists), before their society was destroyed by the Bolsheviks? Check it out:
mitpress.mit.edu/97802620374…
(k) The big difference between the 21st century and the 20th is that we have the Internet. So the American attempts at neo-communist wealth seizure may not be as successful as the Soviet ones. Because the American entrepreneurs aren't rooted to the land in the same way the poor Russian kulaks were. They are instead based in the cloud. So, when the wokes come, they might swing at a ghost.
That is, if Silicon Valley can exit in time.
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Milton Friedman on how welfare programs destroy a society:
“Welfare programs have an insidious effect on the moral fiber of both the people who administer the programs and the people who are supposedly benefiting from it. For the people who administer it, it instills in them a feeling of almost Godlike power.”
“For the people who are supposedly benefiting, it instills a feeling of childlike dependence. Their capacity for personal decision-making atrophies.”
“The result is that the programs involved are a misuse of money. They do not achieve the objectives which it was their intention to achieve. But far more important than this, they tend to rot away the very fabric that holds a decent society together.”
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The CA referendum is not a tax, it is an un-American seizure of private property upon which taxes have already been paid & deeply threatens us all. “The moment that property is not as sacred as the laws of God, anarchy and tyranny commence.” John Adams, 1787 🇺🇸🇺🇸
The threat of commie comrade @RoKhanna supporting the tax has already caused half of the $2 trillion of the top wealth to leave already and will permanently reduce tax collections they would have paid on their annual income! All for a very dumb "one time" use of the tax they will permanently damage the tax base. And non-billionaires sfstandard.com/2026/01/17/le… also planning on leaving fearing future commie taxes on others. Amazing how dumb Ro is being all for personal ambition, and doesn't care he damages California permanently. The tax does not need to pass to pass to do permanent irreparable damage!!!
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California started with the Gold Rush and might end with the Golden Exit.
it has been underreported how much wealth has left CA because of the asset seizure tax being proposed.
a private poll was conducted amongst affected individuals a few days ago and 80-90% surveyed said they have already left CA in 2025 or will leave in 2026 if the ballot measure looks likely to pass.
$2-2.5T of assets gone, representing about $20B of annual revenue for the state government. and likely hundreds of thousands of jobs now at risk.
less reported is the bigger exodus underway from folks who are NOT directly affected but worry (as they should) that this law will quickly transition from billionaires to everyone else...
the initiative actually gives CA legislators the right to take anyone's post-tax assets anytime in the future based on a majority vote. this isn't about billionaires. it's a new "tax system" that simply destroys private property rights in America.
all private property is now public property.
even after paying your taxes, it's not legally your property anymore. it's the government's, you're just borrowing it.
legislators will decide what you get to keep and temporarily use each year.
countless founders, CEOs, and other business leaders are actively looking to move their companies out of state. not just tech, not just AI, not just billionaires, but the core engine of California's prosperity since 1847 is unraveling.
and here is how this initiative risks unraveling America:
- ~10 states have explicit or implicit prohibitions against an asset seizure tax...
- individuals affected in CA (and other states trying to do the same) will move to these states that endow private property rights.
- CA already has a $20-30B annual budget deficit, an unfunded ~$1T pension liability for public employees/unions, and $500B of debt outstanding. the state can not afford to borrow much more and will launch more asset seizures to meet its obligations.
- asset seizures will first transition to "millionaires" and eventually to the entire middle class as more asset seizures drive more people to leave the state.
- the deficit, debt, and job loss will spiral. the Golden Exit.
- no US state has ever declared bankruptcy. in addition to CA, dozens of other states face similar fiscal crises - legislators promised future benefits that can't be paid or theft and waste have been allowed to run rampant and unabated for years.
- struggling states will eventually request federal government assistance, as they always have in times of fiscal crisis, effectively "federalizing state debt".
- states not in crisis will declare "enough is enough", individuals in those states will refuse to pay their federal taxes (why pay for other people's mistakes?), some states may try to secede from the Union, and a constitutional and civil crisis will erupt.
this may seem far-fetched but it is the obvious domino effect of selectively deleting private property rights for some people in some states.
i am not a billionaire and this CA bill does not affect me, but i care about the country and the state of CA. i want both to thrive. it's obvious that there are people in CA in desperate need of support and assistance, and inequities may exist that need to be rectified, but eliminating private property rights is the wrong path for everyone.
a few alternatives to consider first:
1) with a $350B annual budget, CA can cut programs that result in theft and little-to-no benefit for citizens. $50B per year is likely recoverable.
2) if more taxes are needed, tax loans against unrealized capital gains (very few objections will arise), eliminate tax-free rollover of certain appreciated assets (real estate industry will fight), create a step up in basis on inheritance (some will fight but most will support). likely $10Bs of incremental revenue can be realized.
3) restructure all public retirement programs from Defined Benefit to Defined Contribution. eliminating the unfunded retirement liabilities ($1T+) will be the release valve on the future the state so desperately needs.
we must address what ails us without dividing and destroying our state, our nation, our home.
ignore the rhetoric, these are the facts.
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Here it is, kindergarten level, without the moral sleight of hand.
Rent is something you chose to pay for yourself.
A job is something you chose to accept from someone else.
Those two things are not connected.
Your landlord doesn’t owe you cheaper rent because you’re bad with money.
Your employer doesn’t owe you a higher wage because you want a nicer life.
Wages are not based on what someone needs.
They’re based on what the job is worth and what someone agrees to do it for.
If a business “buys fewer yachts,” no extra money magically appears for wages. That money was never earmarked for you. It belongs to the owner, who took the risk, put up the capital, and might lose everything. Employees don’t share losses, so they don’t get automatic claims on profits either.
If you want more money, you have three options: Get skills that are worth more
Find someone willing to pay more
Start your own business and pay people whatever you think is “fair”
What you don’t get to do is redefine someone else’s success as your entitlement.
“Buy fewer lattes” is advice about your choices.
“Buy fewer yachts” is a demand about someone else’s property.
That’s the difference.
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