Chris H. @netconstructor

@sagradafamilia @elonmusk All that’s missing are the ‘Plasmoids’…It does look absolutely stunning

@rohanpaul_ai Doesn’t this almost feel like it’s all directly modeled after the same existential “Global Warming” playbook, which captured two decades of political messaging followed by regulatory capture?

@SemiAnalysis_ Fascinating analysis! Thanks - I’ve been looking for this info. Any plans to expand this for the others?

@robbysoave 🤫 Hush… If we just let their paranoia fully override logic, they’ll self-select out of existence. The next generation won’t have to deal with this crazy talk at all.

On Argentina and AI Personhood: That’s pretty ambitious… It reminds me of the movie Bicentennial Man—but without all the struggle. One thing that actually keeps civilized society civilized is punishment. Before we hand out AI personhood, we’d better make damn sure that crossing the lines carries the same real, painful consequences it does for the rest of us. After all, you only truly understand the weight of your decisions when you have a genuine sense of “self.” …and I’m not sure how any AI system convinces humans of that uniquely human trait… especially when we’re so egotistically unwilling to grant it to anyone or anything else.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​(?)

@anduriltech @PalmerLuckey If this is possible, aren’t you guys sitting on an archive of ‘unknown’ objects traversing our skies?

@shaneparrish @bgurley Very insightful discussion

@wholemars My theory on this is that they will be dropping token prices, anticipate they can’t cover the demand and are filling the gap.

I disagree with this sentiment based on where we found out all the money was going. Many of our institutions had zero incentive to cut administrative bloat and shift those funds into results-driven research. No one was incentivized to cut the bloat… now they are forced to prioritize!

@CharlesMullins2 @kparrish51 If this actually works, this could rapidly deploy 10 special forces soldiers anywhere on the planet in under an hour.

Since these Trump accounts and their purposes were signed into law, I’ve wondered why we haven’t seen more companies announce “future commitments” to fund them once they achieve various milestones—EPS, revenue, whatever—just like Elon’s comp plan is contingent on deliverables. This would ease many concerns the public and legislators have about these massive deals and the disruptions they could cause. Can anyone share general insights on the backroom discussions where this is explored? (@altcap?)

I gotta give my take on this recent clip from @theallinpod. Isn’t there something even more strategic going on here with Anthropic? They’re not just pushing for regulation but seem to be preemptively aligning themselves with the political left. Every major AI lab looks the same to many voters…. profit only, too powerful, unregulated, billionaire-backed. Anthropic’s messaging around an egalitarian future, Machines of Loving Grace, and AI deciding what humans “deserve” lines up perfectly with that side… especially with younger voters and the far left. That “deserving” concept is a message the left can’t walk away from in a 2028+ cycle. With this positioning Anthropic sets themselves up as the ideologically aligned alternative/replacement. Does anyone disagree (@bgurley) or have a different take? I’d love to be proven wrong but to me this feels very calculated and intentional.

@SawyerMerritt I’ve realigned my view here… I’m increasingly convinced the most logical target is Enphase. Everything seems to align. Look into the timing similarities, bottlenecks, public comments and alignments of both companies. $ENPH

I suspect this focuses on Tesla's Terafab initiative and the biggest bottlenecks, namely cracking the memory wall with better HBM tech or solving advanced packaging and interconnects, which are current limitations to scaling and rethinking production. It’s clearly a 90% performance-based deal aimed at solving a problem that needs to work at scale.

@RealAF_Patriot While I don’t doubt organized bots are involved in amplifying various view it should be noted that you can’t obtain IP addresses from DMs on social media accounts so it’s impossible to cross reference the conclusions this way.

@MarioNawfal Europe's problem isn’t recognizing these facts as self evident. Rather, it’s the independence of each nation’s internal expenditures and priorities which supersede those of the collective.

@eurofounder I’ve always found it hilarious that “Trinkgeld,” the German word for “tip,” translates to “drinking money.”

The opening remarks as they sat down sound encouraging… President Xi Jinping to President Trump in Beijing today: “China and the United States have greater common interests than differences. The success of each side is an opportunity for the other, and a stable China-U.S. relationship is a benefit to the world. Both sides should be partners rather than rivals, help each other succeed and prosper together, and find the right way for major countries to get along in the new era. I look forward to exchanging views with President Trump on major issues concerning our two countries and the world, and working together to steer and navigate the giant ship of China-U.S. relations so that 2026 becomes a historic and landmark year that opens a new chapter in China-U.S. relations.” President Trump replied: “It’s an honor to be with you. It’s an honor to be your friend, and the relationship between China and the USA is going to be better than ever before. My relationship with President Xi is a fantastic one. We’ve always gotten along… It’s an honor to be here. We look forward to discussing reciprocal trade.” Historic moment in Beijing… Im cautiously optimistic!

@DillonLoomis Try wearing a hat in the car and then tell me how annoyed you are 😵‍💫

@SawyerMerritt @Starlink I predict this will turn out to be a really stupid decision for Delta.

Joe, could you clarify if, when scaled up/out, it actually excels more in steady sustained loads (e.g., EV charging) or high-frequency fluctuating ones (VFDs, appliances cycling, AI chips)? I suspect you’ll say both; however, I assume they are less prone to failure in one of those operational states.