Andre Abrantes

[Tommy @_TommyMason]

Left, Ferrari Luce $645k
Right, Nissan Leaf $35k

[Bill Ackman @BillAckman]

I celebrated my birthday this weekend and I received the most beautiful note I have ever received from a friend. I can't imagine a better birthday gift. It is a deeply personal ode to my father. I share it only because I think it is too beautiful a gift for me to keep for myself and I do so in honor of my father.

The scene was an event space where Marcin Patrzałek performed for us. I met @MarcinGuitar on @X. He is an incredible talent.

The note came in the form of a WhatsApp text:

Dear Bill,

Yesterday, while a young prodigy performed before an audience of spellbound spectators—much like one is captivated by a magician with more than one trick up his sleeve—images from a family album flashed across a screen. Adults and children with smiling faces, confident in life, happy to be together. Faces of parents, children, and friends—profiles of happiness and silhouettes of joy. Not a cloud in the sky, just the unfolding of a life blessed by love and closeness, gently swept along by the fresh air of travel, camaraderie, and family gatherings. And in all of this, a constant presence by your side, as if you were inseparable, to the point that one might have wondered who was the shadow of whom: your father. The resemblance between the two of you has grown over time—no doubt the effect of graying hair, but not only that: in both men, the same satisfaction in their eyes, stemming from the fact that they have fulfilled their obligations to their loved ones with courage and determination, and that this justifies saying, without presumption, that they did not come into existence for nothing and that they have even carved out a path that has itself become a road to fulfillment for others. The satisfaction, then, of having lived up to a duty that no one in particular ever demanded of oneself, nor spelled out in so many words, nor described in advance, but which nonetheless haunted the conscience of the human being that one is. It is this duty that gives meaning to existence, but also to that category of Mensch that has often been mentioned in connection with you over the course of this weekend. So, yesterday, on the screen, behind a sort of genius-like, slow-to-mature teenager, capable of transforming a toccata as beautiful as the world into a rock riff of eternal youth, what I saw was this: a mature Mensch, loving to take his wife’s hand in his, leaning gently, kindly, and confidently over a little boy at first, then a teenager, and finally an adult who has become a father in his turn, to tell him without saying it: I am you, my son, and you are me, your father; we are united forever, so that everything I do, you do it, and everything you do, I do it. It was then that I myself understood not only where your self-confidence came from, but where that wild generosity, that tireless desire to do good, that appetite for loving life and blessing its kindnesses, came from. Where your sense of responsibility came from. Where your will to find happiness came from. The fact that your father is gone changes nothing about the fact that he never left, and that he will never leave. Leaving simply meant that he would not only be within you, but that he is you. For a while, gazing at these photos, with a fascination that grew as I noticed the absence of any negativity in them, I asked myself: can one ever recover from the loss of such a father? How can one bear his absence, when the love received was so strong? Even the greatest love one can have for one’s wife and children cannot heal the wound of time passing and taking our most precious affections away from our presence... But no, these questions were wrong: I realized this as the photos scrolled by. This father who was supposed to be absent was very much there, completely there, there as never before; he was right in front of me, in the flesh, in the room. He was wearing a bright blue tuxedo and a crisp white shirt; his gaze was clear, like that of someone who sees far and from afar. I myself had just given him a hug; I had just thanked him for the three days of enchanted wonder he had given to his loved ones. Well, yes, this man and his father were one and the same person, and it was from understanding this that came that indescribable feeling of having accomplished something in his life. In the thanks to everyone for contributing to this success, there were two voices in one. The merging of two voices. It was your father thanking your loved ones for making you who you are. It was you thanking your father for making you who you are. It’s not that you’ve made money, that you’ve become known to strangers, that you have the power to influence the course of events, etc. No, none of that matters much. What matters is that you are now living proof that life always triumphs over death, as Judaism teaches anyone who is willing to listen. Yesterday on the screen, in the close-up faces of a father and son, the psalm of the prophet Hosea shone through: “O death, where is your victory?”

Happy 60th, my dearest Bill,

[@jason @Jason]

They updated the most legendary chart on twitter

What stands out?

[signüll @signulll]

it genuinely feels like modern life has become a bandwidth trap.

the amount available to perceive, read, respond to, maintain, understand, optimize, archive, remember, compare, desire, fear, & keep up with is just grotesquely higher than what a human day can metabolize.

even worse the world now presents itself as if it is all equally adjacent to you. every article, every take, every message, every possibility, every person, every catastrophe, & every opportunity. your brain interprets this as “maybe i should be engaging with all of it.”

but you can’t. nobody can. not even the freaks. the good news is that ai is the best mechanic to parse signal from the noise, & that’s what we are building.

[Chamath Palihapitiya @chamath]

https://t.co/kJc3ewLW69

[Andre Abrantes @AndreMobius]

@Camp4 @grok what is baby bathwater institute?

[Andre Abrantes @AndreMobius]

@chamath @grok Chamath made the calculation per capita, which I think is the right metric. I was just curious what the number is inflation adjusted to make it “apples-to-apples”. No view…although 2.7% real growth does seem high.

[Andre Abrantes @AndreMobius]

@chamath @grok what is the inflation adjusted value person in 2025 if you use 2004 dollars… and can you calculate the annualized growth rate from 2004 to 2025 using that inflation adjusted number?

[Michael Dell 🇺🇸 @MichaelDell]

$6.25 billion. 25 million children. $250 each.

Susan and I believe the smartest investment we can make is in children. That’s why we’re so excited to contribute $6.25 billion from our charitable funds to help 25 million children start building a strong financial foundation through Invest America. 💪📈🇺🇸

https://t.co/Rua4PBJaEc

[Elon Musk @elonmusk]

You are a taker, not a maker. All you’ve done your whole life is take from the makers of the world.

The zero-sum mindset you have is at the root of so much evil. Once you realize that civilization is not zero-sum and that it is about making far more than one consumes, then it becomes obvious that the path to prosperity for all is just let the makers make.

Regarding Tesla, the reality is that I have been given nothing.

However, if I lead Tesla to become the most valuable company in the world by far and it stays that way for 5 years, shareholders voted to award me 12% of what is built. Anyone who wants to come along for the ride can buy Tesla stock.

If Tesla “merely” becomes a $1.999 trillion dollar company, I get nothing. This is a great deal for shareholders, which is why they voted so overwhelmingly to approve this, for which I am immensely grateful.

And they did so by a margin far more than you won your political seat.

[Andre Abrantes @AndreMobius]

@ladymarmalade98 @thevbanalyst @ViewFromTheQ Doesn’t make any sense. They’ve always had availability after work as people left and they allowed new people in. Why are they turning everyone away this year?

[Andre Abrantes @AndreMobius]

@lizperkinsmedia @Wimbledon Isn’t it always at capacity after early tickets are sold? But then capacity opens up as people leave. Why are turning people away who want to arrive for the evening shift?

[Andre Abrantes @AndreMobius]

@tennisalt @Wimbledon Had same experience. Turning everyone away. In prior years could show up at 5pm 7pm etc and still watch some tennis.

[Tesla @Tesla]

World's first autonomous delivery of a car!

This Tesla drove itself from Gigafactory Texas to its new owner's home ~30min away — crossing parking lots, highways & the city to reach its new owner

[SpaceX @SpaceX]

Splashdown of Dragon confirmed – welcome back to Earth, Nick, Suni, Butch, and Aleks!

[Andre Abrantes @AndreMobius]

@altcap Amazing

[Navalism @NavalismHQ]

Happiness (if you want it):*

1. Meet basic needs

2. Avoid cheap dopamine

3. Leave the past alone

4. Limit desires to ones achievable at the edge of your capability

5. Find something beyond yourself (mission, children, God)

*Most people want something else.

@naval

[Andre Abrantes @AndreMobius]

Amazing

[Kit Maher @KitMaherCNN]

*Music not playing*

@carrieunderwood: “I can just sing it”

[Andre Abrantes @AndreMobius]

@ChrisJBakke Cybertruck. Fits everything. Ideally Cybertruck towing GT3.

[Andre Abrantes @AndreMobius]

Wild to reflect on the last 5yrs. SP500 up +80%. Nasdaq app +140%. Europe up 8%. Emerging markets down 8% and China down 30%. Wow.