Andrew D. Urbanski, CPWA

Private Wealth Advisor, Portfolio Manager, Investor, Real Estate Developer. **Tweets/comments are my own only and not to be construed as advice!**

[Andrew D. Urbanski, CPWA @AndrewDUrbanski]

I like to build stuff. Welcome to Alys Beach.

[david friedberg @friedberg]

I would like to see you make a voluntary contribution of 5% of your family’s $200M net worth to the government for important healthcare, childcare, and jobs. Don’t worry, it’s just one-time. Your $10M contribution will provide free childcare for over 1,000 California kids for a year! Once you’ve made your personal contribution to a more just and equitable society, I’ll support all your other asset seizure ideas. But you gotta go first…

[@jason @Jason]

Texas will be first, hands down.

[Seth Cohen @OverReactor1776]

Now that I��m out of government, I can finally respond for myself: Get bent, soyboy. We didn’t do this for “Silicon Valley . . . companies.” We did this for you, for your family, your community, your state, your nation, and your species.

Nuclear energy provides the safest, highest density, reliable power available on our planet. My career colleagues at DOE and NRC inspired me to think about nuclear as a way to forge American steel and electrolyze aluminum without releasing particulate matter, to desalinate water in the Middle East and save humanity from resource wars. By rejecting the false narratives and Cold War hysteria, we can secure the next American century while raising whole countries out of poverty.

Do you really think I left an incredible career at Kirkland, paid out of pocket for an apartment in DC and dozens of cross-country trips, and left my family on the west coast because I wanted to enrich people I never met before taking this job? I came to D.C. to do something that mattered, to satisfy a driving curiosity (more on that later), and, most importantly, to serve.

As I learned more about nuclear energy and its history, I developed a conviction that one nuclear’s biggest issues was a culture of cynicism: nothing new or exciting could happen because it would end in disappointment, and that militated against rocking the boat even a tiny bit. The career staff in government and their industry counterparts lived through dark winters before and stopped believing that warm springs could bloom into summers.

I have two core philosophies. First, I believe in ruthless optimism. Rational decision making requires detached risk analysis. But we also cannot win if we believe we can lose. Merging the two requires orienting teams around driving missions. That way, when a real opportunity presents itself, you can take a huge swing.

If I take credit for anything—honestly, almost all of the success belongs to the incredible and dedicated people at @ENERGY and @NRCgov—it’s countering the cultural rot and morass that risked forfeiting American excellence. My colleagues and I gave cover to the scientists and engineers, which freed them up to focus on delivering safe power. And, as success materialized, they started to dream again. That’s why the pilot program succeeded, and why I feel confident about the future of NLICs and NRC reform. Nobody needs me anymore because they can innovate on their own.

My second core philosophy is to assume positive intent. Avi, I know that you heard about my real motivations from multiple people you interviewed when preparing your hit piece on me. Rather than telling that story, one which could help inspire another generation of people to use their talents for the greater good, you ignored them. Instead, you implied that Peter Thiel recruited me for nefarious purposes. (I’ve never met him, but, @peterthiel, if you’re reading this, I’m a huge fan!)

Nuclear regulation starts and ends with safety. I promised everyone I worked with that I would resign before doing or pushing for anything that could compromise public safety. But I also distinguished between real safety and performative bullshit. That’s what the careers came to embrace, too. We love nuclear, why would we do anything that could risk threatening its future?

America faces a crossroads. We can either trod a road of cultural decay or hike our way back to the peak of global innovation. Join me on the latter path. Correct the fear mongering and conspiracies and tell the story of America’s great reindustrialization. Tell the story of our public servants, our great entrepreneurs, our scientific dominance. Tell the real story about how DOGE went nuclear.

[Elon Musk @elonmusk]

The reason they call me a Nazi is to encourage people to murder me

[Bill Ackman @BillAckman]

Worth a listen

[Karl Mehta @karlmehta]

Jensen Huang says AI just crossed the line where tokens became profitable - and that flips the whole compute market.

"Useful AI has arrived."

"If you just look at GitHub, the commits into GitHub has gone completely parabolic. In the last several months, the number of commits increased by a factor of three."

"30 million software developers representing about $3 trillion worth of salaries per year... that $3 trillion worth of salary is now producing nearly three times more productive work."

"If I told you, you could add some computation... and you could generate $9 trillion worth of productive work, why wouldn't you want to do that?"

"Tokens are now in extraordinary demand... tokens are now profitable units."

The hidden bottleneck is not demos anymore. It is who can build the factories that generate profitable intelligence cheaply enough.

[Tironianae 🍊🍊 Z. - Ultra Verbum Vincet @Tironianae]

🚨 BREAKING: Sec. Marco Rubio just said what nobody else has the guts to say about Iran.

“We’re dealing with radical Shia clerics who make geopolitical decisions based on pure theology. No one has ever been able to do a successful deal with Iran.”

That is reality.

This is not some normal regime you negotiate with over coffee. These are ideological hardliners who see everything through a religious lens.

Rubio made it clear. If negotiations actually change, the whole world will see it.

No illusions. No fantasy diplomacy. Just facts.

Finally, grown adults back in charge of foreign policy.

[Martin Walsh @martinwalsh__]

Joe Rogan on the UFC fight at the White House:

“I said to Trump, ‘I hope we don’t die in a terrorist attack.’ He goes, ‘We gotta go somehow.’ I go, ‘What the f*ck, dude?’”

😂😂😂

[Sawyer Merritt @SawyerMerritt]

Andrew Ross Sorkin on Elon Musk:

“He is a demonstrable force for good. He’s a genius. I admire so much about what he’s created; If I look at the totality of this man, 100-200 years from now, he’s the person we’ll be writing the history books about."

[Andrew D. Urbanski, CPWA @AndrewDUrbanski]

@ThierryBorgeat Nope.

[Peter H. Diamandis, MD @PeterDiamandis]

https://t.co/OwO1PkHah0

[jay plemons @jayplemons]

The great lie is that society is divided between rich and poor.
The great truth, as David Friedberg puts it, is makers vs takers.

Makers build, create, and deliver real value: houses, software, art, businesses, and everything that moves civilization forward.

Takers watch, criticize, analyze, and politic. They push the lie that the rich hoard unfairly so the poor must seize it… all while positioning themselves to rule the chaos.

As @friedberg tells his kids: “At the end of the day, if you made something and someone else valued it, you were a maker. That was an amazing achievement. That is a great day.”

Takers thrive on division. Makers drive progress.

Time to choose your side.

[Elon Musk @elonmusk]

Karl’s Dad was cool

[Elon Musk @elonmusk]

In the future, a trillion times a trillion dollars will be spent on making antimatter to travel to other star systems

[Hosna ⚖️ בניטה @DOGEQEEN]

🚨 BREAKING: In a stunning announcement, President Donald Trump declared he's going to give out the $2,000 tariff dividend check to middle-class Americans WITHOUT Congress.

Trump stated: "$2,000 dividend and 'pay down debt'... We can make a payment to the people WITHOUT Congress.

[John LeFevre @JohnLeFevre]

Both buildings: ~$850 million.

Capitalism built this:
A 98-story private skyscraper that dominates the skyline, generates revenue, and stands as a monument to ambition.

Socialism built that:
An 8-story government-backed concrete block funded by the Obama donor class, plopped on public parkland, with taxpayers stuck with the infrastructure bill.

Same city. Same price tag.

One creates wealth and beauty.

The other creates a DEI-designed participation trophy.

Results don’t lie.

[QUANTUM GUARD ™️ @QuantumGuard17]

🚨 WOW! JD Vance just said LOUD AND CLEAR that we are NO LONGER pretending that "America First" includes ANY other country

"[A Ukrainian-American] was sticking his finger in my face saying 'you need to support my country!'"

"I said, 'sir, with all due respect, if you're an American, your country is the United States of America—NOT a place that you immigrated from.'"

"Whether your family's been here for 300 years or one second, to be an American means to look out for Americans FIRST — and that's the perspective we have to take to our immigration policy."

[Eric Daugherty @EricLDaugh]

🚨 LMAO!! JD VANCE: "Joy Behar is way tougher than the Iranians — and she and I are best friends now!"

"I've seen some progressive criticisms of me personally saying what experience does the VP have in hostile high stakes negotiations?"

"I would point those progressive critics to the fact that just two days ago I spent over an HOUR on THE VIEW."

"So I actually have a great experience in very hostile negotiations."

😭😭

[david friedberg @friedberg]

if @elonmusk paid 100% of his net worth ($1.4 trillion) as a tax it would only cover federal government spending for 77 days. this isn’t a tax problem…

[Vivek Sen @Vivek4real_]

PALMER LUCKEY MIGHT BE THE ONLY BILLIONAIRE IN SILICON VALLEY WILLING TO SAY THIS OUT LOUD.