Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://xitter.cf/t.co/IXlHVhOANw

Miami, FL
Joined May 2009
Marcelo P. Lima retweeted
ALERT🚨: NVIDIA has been working overtime, nights, and weekends after being shocked 🤯 by last week’s TPUv7 FP8 submission showing better performance per dollar. Unfortunately for NVIDIA, its first GB300 FP4 counter-submission is still 1.64x worse in performance per dollar than TPUv7 for external customers across most of the end-to-end performance curve. The x-axis of the graph below uses end-to-end latency, so a higher curve is better. The TPUv7 curve has higher perf per $ across most of the E2EL Pareto frontier. This initial submission looks like NVIDIA’s first attempt to close the gap, but the gap is still massive. We expect more counter-submissions from NVIDIA as they continue trying to narrow the difference.
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Marcelo P. Lima retweeted
Charlie Kirk on France, 11 years ago:
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Simply brilliant! Watch as Hungarian Foreign Minister refuses to be bullied and browbeaten into accepting BBC/ EU/ metropolitan “liberal” orthodoxy during explosive interview with a visibly hostile Emily Maitlis.
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Marcelo P. Lima retweeted
There you go.
JUST IN: Paris boutique owner pledges continued support for the "student movement" after her shop's windows were smashed & items were looted.
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Germans need to elect her and let her cook! 🇩🇪
🚨BREAKING: Alice Weidel, the likely future leader of Germany says: “In my first 100 days, I will close the borders, eliminate social benefits for migrants, and carry out Germany’s largest deportations.”
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Marcelo P. Lima retweeted
Macron protecting French borders 😭
🤖 Made with AI
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It's been 6 days since Google went GA on Gemini 4. Still impossible for Workspace accounts to access it. This is the flow: it offers "AI Expanded Access" and then say this includes "Gemini 3" 🫠 Why not offer a $100 AI Ultra Add-On? Do you guys not want to make money? @OfficialLoganK @carlovarrasi @tulseedoshi @joshwoodward @julesdwalt @koraykv @addyosmani @_philschmid @patloeber @demishassabis @sundarpichai
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Marcelo P. Lima retweeted
Elon is going to get a lot of these 🥹🚀🇺🇸
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Marcelo P. Lima retweeted
French students frantically search Christian Dior for school uniforms after their school reportedly ran out of blazers ahead of parents evening
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Marcelo P. Lima retweeted
Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.
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Marcelo P. Lima retweeted
Bugün yoğun bakımdaki babaannemi ziyarete gittim. Oradayken Claude Opus 5.5 kullanarak hastabaşı monitörüne Doom portladım. Oyundaki can yüzdesini hastanın nabzına senkronize ettim; can 0’a düşerse nabız da sıfıra düşer. Bu da oyunu daha heyecanlı hale getiriyor.
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Marcelo P. Lima retweeted
No, she does not realize anything. No, she will not realize anything. No, she will not change her belief system. Because she has none. Only high-testosterone, high-IQ heterosexual males speak and act as a result of their mental model of the system as a whole. Everyone else just says and does whatever they think will keep them safe, and maybe get them a pat on the head. Her mental model is not "Diversity is good for France." Her mental model is "if I say diversity is good for France, others will approve of me". If you have enough voters who believe things simply because others believe them, democracy becomes irrelevant. Actual opinion no longer matters, only the illusion of consensus. Because the people who are swayed by the illusion of consensus become the swing voters, and everyone who actually needs to be reasoned with becomes irrelevant. That's what women's suffrage is really for. That's what immigration is really for. That's what government school systems are for. They are all for generating a critical mass of voters whose opinions are formed outside their heads. That's why the entire Western political class appears to hate high-T hetero White men suddenly and all at once. Western high-T hetero White men are the demographic that advances civilization at all, but they are also the greatest impediment to managerial rule. And guess which one the political class actually cares about. So, no, women are not going to suddenly wake up and reverse course. You are not going to seize power by changing women's minds. You must change women's minds by seizing power.
The face someone makes when they realize the racists were right all along:
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Marcelo P. Lima retweeted
"Are you optimistic about the situation in Europe?" @FBBlackler Me:
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Marcelo P. Lima retweeted
Yann’s comment on the Roadster reminded me of another Stanford professor I interacted with years ago. Highly positioned and theoretically brilliant, they can’t turn numbers into coordinated atoms. Their manufacturing knowledge came from The Economist. Factory visits involved VIP treatment with executives as workers buzzed around. They don’t grasp how atoms move in production or the ingenuity of turning equations into reality through choreographed coordination. The most impressive manufacturing engineers I’ve worked with weren’t Ivy League graduates, yet they create things that catch your heart. They turn theoretical math into reality—the real magicians. A month at Tesla taught me more than the most prestigious school could.
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The right of the people to keep and bear Arms, shall not be infringed.
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RT @antoniogm: The europoor meme can be funny, but it's also midwit and wrong. As someone with both EU and US passports who's lived in bo…
This quoted post is unavailable.
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Marcelo P. Lima retweeted
French journalist Paul Amar: “They came prepared. They had the addresses of town halls. They had addresses of Jewish shop owners. In a street in Marseille, all businesses owned by Jews were set on fire. Businesses run by Muslims weren’t”
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Marcelo P. Lima retweeted
You've probably seen the video. A young Frenchwoman in Paris, in tears, begging looters to stop. "Why are you doing this? That's not what we stand for." Some accounts are mocking her. "She voted for it." I won't. Because what you see on her face is not stupidity. It's a disease that has infected the entire West, and it has a name: suicidal empathy. The term comes from Gad Saad, an evolutionary behavioral scientist at Concordia University in Montreal. A man who fled the Lebanese civil war as a child, and who knows what it looks like when a society falls apart. His new book, Suicidal Empathy: Dying to Be Kind, is the follow-up to The Parasitic Mind. Here is the thesis, and why it concerns every one of us. Empathy is one of the best things about us. It evolved for a reason: to care for our children, our kin, our tribe. It was calibrated for a world where the people you felt for were the people around you, and where empathy always came paired with its counterweight: the instinct to protect your own and to recognize a threat. Suicidal empathy is what happens when that mechanism misfires. When it fires at the wrong targets, in the wrong amounts, with no brake. When we feel more for the criminal than for his victim. More for the stranger who breaks the rules than for the citizen who follows them. More for how compassionate we look than for what our compassion actually produces. Where does it come from? Four layers. First, biology. Empathy is a spotlight, as the psychologist Paul Bloom put it. It lights up the one face in front of you and leaves everything else in the dark. The crying migrant on the boat is visible. The thousands of future victims of a broken system are statistics. A spotlight is a terrible tool for running a country. Second, our own civilization. The West is the civilization that put the victim at the center of its morality. Christianity taught us to care for the stranger, the poor, the weak. It was one of the greatest moral revolutions in history. But cut off from its other half, justice, responsibility, the duty to protect your own, it turns into something else. Third, ideology. In The Parasitic Mind, Saad described idea pathogens, ideas that hijack our reasoning. Suicidal empathy is the emotional counterpart: an ideology that hijacks our compassion. It sorts the world into oppressors and victims, then demands unlimited empathy for whoever ranks as the victim, whatever they do. Fourth, status. In the age of social media, empathy has become a display. Posting "refugees welcome" costs nothing and earns applause. The bill goes to someone else: the working class, the suburbs, the women walking home at night. The results are everywhere. Criminals treated as victims of society. Sexual assaults by migrants met with lenient sentences. Self-defense branded as aggression. Borders treated as cruelty. Saad's conclusion is simple: a society dies when it would rather display infinite tolerance than use its survival instinct. Now the part I'll add myself, and that few people dare to say. On average, women score higher than men on measures of empathy. It's one of the most consistent findings in psychology, across cultures, and it makes perfect evolutionary sense: for most of human history, the survival of children depended on it. It's a strength. But it means an ideology that weaponizes empathy will hit women harder. And the data shows it: in country after country, young women have moved sharply to the left of young men, especially on immigration. This is where men have a responsibility. Not to mock. Not to lecture. Not to say "she deserved it." Empathy has always needed a counterweight, and that counterweight was the protective instinct: the one that draws lines, says no, and stands between the threat and the people it loves. Men abandoned that role. They were told it was toxic, and many believed it. So they stayed silent at the dinner table, at work, with their partners, sisters, daughters and friends. That has to end. Men have to have this conversation, honestly and with respect: compassion that cannot say no is not compassion. It's surrender. And the first to pay for it are women. Many women already understand this better than anyone. Some of the bravest voices in this fight are women, precisely because they are the first to feel the danger in the street. A civilization rests on a balance: compassion and strength, openness and borders, mercy and justice. When one side swallows the other, the foundations crack. What we are watching in Europe is what happens when empathy has no counterweight left. Look at that young woman again. She isn't the enemy. She's what this ideology made of a generation that was told kindness would be enough. Our job is to make sure she's the last generation that has to learn it this way.
She voted for it. She welcomed them. Faced with the encore, she begs them to stop. In her heart she knows they will not. Everything she believed. That they were French like her, fighting for the same cause. That the ones who warned her were full of hate. That she would be safe. It all falls apart in this moment. She is terrified of what comes next. In her heart she knows. Only remigration can save her.
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Marcelo P. Lima retweeted
I'd never heard of the Chinese car brand that just drove us back to the hotel in Shenzhen, but the interior was as nice or nicer than a top-spec Mercedes S class and the 20-minute drive was $6. Germany should be very worried indeed.
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Marcelo P. Lima retweeted
“Shit, I better start following their X account if i’m gonna be helping run the company”
🆕 @gwynne_shotwell has started following @Tesla Previously followed by: @yacinemtb, @tomzhu_nz, @mttgrmm, @omead, @claybavor & 83 more $SPCX
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