Alberto I. Rincon

Obsessed with learning, building, and solving.

[Scottie Pippen @ScottiePippen]

Nobody teaches you that discipline feels like punishment until the results start feeling like freedom

[Alberto I. Rincon @AlbertoIRincon]

🎯

[Beff (e/acc) @beffjezos]

How future ASI will look back on headlines announcing any human war

[Alberto I. Rincon @AlbertoIRincon]

The scale of this is incredible

[Tesla @Tesla]

TERAFAB: the next step to becoming a galactic civilization

Together with @SpaceX & @xAI, we're building the largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof.

To harness as much power as possible from the Sun, we need to send 100 million tons of solar capture into space – per year.

This requires massive scale.

– Capability to launch millions of tons of mass into orbit

– Solar-powered AI satellites

– Millions of @Tesla_Optimus robots to help build it out

All of these need chips: 100-200GW of chips for Optimus alone, plus terawatts for solar-powered AI satellites.

That's more than all the chip manufacturers in the world combined can provide today, or even by 2030 (based on projected production growth).

We're building TERAFAB to close the gap between today’s chip production & the future's demand – a future among the stars

https://t.co/tHumlppgMm

[The Kobeissi Letter @KobeissiLetter]

https://t.co/BH00Vpy4WF

[Vlad Tenev @vladtenev]

Thanks for the thought-provoking piece.

My main critique is that you are overemphasizing flashy but low probability events like “left-handed bacteria,” while merely giving lip service to the risk of extreme economic concentration of power, which is very real and materializing as we speak.

Anthropic is reportedly raising funds at a $350B valuation, and the wealth created thus far has been concentrated into a few hundred (perhaps more like dozens) high net worth individuals / institutions. It’s looking increasingly likely to me that none of the leading AI labs will IPO until they reach valuations in the trillions, at which point retail investors will finally be able to get shares. In order for retail to get a 100x return on these investments, which was achievable for Apple, Microsoft, Amazon, and Google, the valuations of the AI labs will need to reach hundreds of trillions of dollars, meaning it’s likely too late for a more equitable redistribution of wealth.

Simply put, you are currently exacerbating the problem. The consequences of this are that voters may take matters into their own hands and push for either or both 1) more aggressive / nonsensical forms of redistribution — the CA Founders’ Tax is just the beginning or 2) a drastic knee-capping of the AI industry in America, which make the CCP dominance scenario more likely.

The solution is to enable retail ownership now, increasing the number of Americans with economic exposure to Anthropic and other AI labs from hundreds of people to millions.

[Alberto I. Rincon @AlbertoIRincon]

Lotta hype around quantum lately. And in comes a new, likely more scalable solution… thermodynamic computing

[Extropic @extropic]

Hello Thermo World.

[Alberto I. Rincon @AlbertoIRincon]

Cop

[1X @1x_tech]

NEO The Home Robot
Order Today

[1X @1x_tech]

NEO The Home Robot
Order Today

[Sahil Bloom @SahilBloom]

Everyone needs to hear this…

[Bill Gurley @bgurley]

Everyone should read this. If you align “hard” with a political party you have turned off your brain and outsourced your thinking to others. Data is clear on both sides of aisle. Think for oneself.

[Alberto I. Rincon @AlbertoIRincon]

These AI coding tools are superduper charging my productivity. Pretty wild

[Alberto I. Rincon @AlbertoIRincon]

Entrepreneurship is like music—you iterate, fail, but eventually you hit just the right note. Purpose isn’t out there; you build it daily.

[unusual_whales @unusual_whales]

BREAKING: Harvard University has announced that tuition will be free for students from families with annual incomes of $200,000 or less starting in the 2025-26 academic year.

[amit @amitisinvesting]

WHY DONALD TRUMP WANTS THE MARKET TO CRASH

….in the short term ⬇️

This chart below sums up the reasoning behind what the current adminstration is doing and why it is having adverse effects on the market.

Kris @KrisPatel99 did a great job today explaining this more in depth on the market open & I think the thesis checks out:

1. We have $7T of debt we need to pay in the next 6 months…if we don’t pay it, we’ll have to refinance.

2. The Trump admin does NOT want to refinance at a 4%+ rate…the 10yr at one point this year was 4.8%.

3. How do you get the 10yr to come down? Markets need to show weakness in growth, DOGE has to be perceived as actually working, interest rates need to come down.

The way to do that is to create massive uncertainties — aka tariffs — which can slow down growth in the short term, get the bond market to start BUYING bonds ASAP because of how scared they are of touching stocks (causing yields to fall which is what we need to refinance the debt) and then that gives the Fed the authority to lower rates which continues to bring yields down.

So, although conventional wisdom says tariffs are inflationary and the 10yr should be spiking on more tariffs — it’s actually going down because its bringing so much uncertainly to equity markets that people are selling stocks and buying bonds!

Which is exactly what the Trump administration wants to happen in the short term in order to bring refinancing costs down.

Short term pain for long term gain?

[Alberto I. Rincon @AlbertoIRincon]

🎯

[Naval @naval]

Live for something larger than yourself, but only on your own terms.

[Alberto I. Rincon @AlbertoIRincon]

Might be time to consider adding some $BTC 🤔

[The Kobeissi Letter @KobeissiLetter]

WOW.

Complete freefall in crypto as President Trump kicks off a US trade war with the EU.

Bitcoin now below $84,000 for the first time since November 11th.

The post-election Bitcoin rally has been erased.

[Alberto I. Rincon @AlbertoIRincon]

@MKBHD Code switching in the age of AI

[Alberto I. Rincon @AlbertoIRincon]

Just read about Evo 2 from @arcinstitute —trained on 9T+ nucleotides, it’s decoding life’s blueprint and designing new genomes from scratch. Predicting mutations, crafting DNA like code… think ChatGPT for genes. What’s next—AI-grown food, bio materials, or custom genes?

[Arc Institute @arcinstitute]

Announcing Evo 2: The largest publicly available, AI model for biology to date, capable of understanding and designing genetic code across all three domains of life. https://t.co/1Zt6gQ74SA

[Alberto I. Rincon @AlbertoIRincon]

1st-gen Mexican-American, engineer turned entrepreneur, now building a sustainable future @TheInvertCHI. Obsessed with tech, startups, markets, and policy ideas that stick. What’s your passion project?

[Chicago Bulls @chicagobulls]

RT for a chance to win this SIGNED D-Rose jersey 🌹