Bitcoin Alpaca

[Ash Crypto @AshCrypto]

This is absolutely crazy.

$10,000 invested in the SpaceX funding round in October 2010 is worth $18 million today.

$10,000 invested in $BTC that same month is worth $9 BILLION today.

[EllioTrades @elliotrades]

Andrew Kang turned a few early stage robotics investments into a $500 Million publicly traded empire @RoboStrategy

He is widely considered THE leading investor in robotics

@Rewkang believes the ChatGPT moment for Robotics is happening RIGHT NOW and it will be BIGGER THAN BITCOIN

This interview is a masterclass on Robotics investing in 2026

1:18 – Why robotics today feels like crypto in 2015
4:23 – Is robotics a bigger opportunity than Bitcoin?
10:30 – Robotics 101: players, problems & bottlenecks
16:40 – Who's leading the race: Tesla vs Figure
23:10 – China's 100+ robotics companies & the real investment risk
25:28 – US vs China: who's actually ahead?
33:40 – How many human jobs will be replaced?
38:00 – The "ChatGPT moment" for robotics
43:55 – UBI & the new social contract
46:30 – Why Andrew built Robo Strategy
51:20 – Lessons from Bitmine, MicroStrategy & Saylor
1:07:50 – The Boston Dynamics question
1:12:09 – His most contrarian bet: avoid model-only companies
1:19:55 – Tesla or Figure?
1:23:26 – Figure's valuation in 5 years: bear, base & bull
1:29:20 – Final words of wisdom

[World of Statistics @stats_feed]

Dinosaurs roamed Earth for about 165 million years Humans have existed for just 0.1% of that time

[Milk Road AI @MilkRoadAI]

This is WILD!

Anthropic just became the most valuable AI company on earth and what Chamath said months ago explains exactly why this moment matters (Save this).

Anthropic closed a $65 billion Series H round at a $965 billion post-money valuation surpassing OpenAI's $852 billion valuation from March and making Anthropic the highest-valued private company in history.

Just three months ago, in February, Anthropic had raised $30 billion at a $380 billion valuation meaning the company nearly tripled in value in a single quarter.

Claude's run rate revenue crossed $47 billion today, up from $30 billion in April, up from $9 billion at the end of 2025, a pace of revenue growth that has no comparable precedent in business history.

Now go back and watch what Chamath said, because he called the entire arc of this.

"I've never seen a business like this. And I'd say the same thing about Anthropic. Nobody in the history of the world has ever seen two businesses like this at this scale. These are trillion dollar companies. They both are. And they both deserve to be."

He said that before the $965 billion number.

@chamath also said something that most people skipped over, that OpenAI and Anthropic need to get public as fast as humanly possible because of what happens after.

Chamath laid out a specific sequencing thesis, SpaceX goes public first and does great, the next company does good to great, then appetite runs out, because the market simply cannot absorb trillions of dollars of new demand in rapid succession.

Today, Anthropic's $65 billion round may be precisely the move that locks in its position before that window narrows fortifying the balance sheet before the public markets get crowded.

But Chamath's deeper warning cuts through the celebration, once SpaceX, OpenAI, and Anthropic are all public, the AI technology baked into all three will cannibalize the moats of every other tech company, compressing tech sector P/E ratios toward non-tech levels and making the software businesses of the last decade obsolete.

"It will eliminate and it will cannibalize and it will erode most of the moats that support this differential trading," he said directly.

"I'll buy the first five or six years of this story, but I'm not buying year 15 of this anymore because these three guys are going to build something."

The companies getting valued at near-$1 trillion today are not just winning but rather are the instruments by which everything else eventually gets repriced.

[Molly O’Shea @MollySOShea]

BREAKING: Inside The Anduril Thesis

Full Interview on the 300 Page Book Covering 100 Years of Military History That Explain Everything About Anduril

We Cover:
- How the US built 40% of global manufacturing post-WWII
- Cold War era when DoD funded 36% of global R&D
- Founder + military maverick pattern (Schriver/Eisenhower, Rickover, Kelly Johnson)
- Skunk Works, Bell Labs, & the golden age of defense
- Anduril's counter-positioned playbook
- Fixed-cost contracts & self-funded R&D
- Why industrial capacity is the next great unlock
- The mission behind the Flame of the West

by Kyle Harrison (@kwharrison13), Sachin Maini (@sachinmaini) of @contrary & @contrary_res

Timestamps
(00:00) Kyle Harrison, GP at Contrary & Co-Author of The Anduril Thesis
(01:22) The Anduril Thesis: A 300 Page Deep Dive
(04:52) How America lost its military edge
(07:33) The book that predicted the mess
(10:36) How bureaucracy broke the US military
(15:39) The ridiculous economics of modern war
(19:25) How Ukraine changed everything
(23:34) The Anduril thesis explained
(30:18) The pitch that changed defense forever
(36:52) Breaking down Anduril's tech stack
(45:26) The $10 trillion undersea threat
(57:43) Why founders need military mavericks
(01:03:53) Inside the new Department of War
(01:10:42) Anduril's unfair talent advantage
(01:21:20) When defense tech was toxic
(01:27:57) Why we must prepare for war
(01:39:27) The venture capital trap

[High Signal AI @HighSignal_AI]

Ilya Sutskever's chilling prediction:

We're building AI that can build the next generation of AI. The closest analog in human history? The Industrial Revolution. But this time, on a much shorter timescale.

[Invest In Assets 📈 @InvestInAssets]

The 80/20 principle can be applied to most things in life:

[Heatherheather007 @LibertyValkyrie]

“Middle class has become a trap-door.

You’re funding everyone else’s, life but your own. You work 50hrs a week to stay exactly where you are.

You’re too poor to have options, but make too much to get assistance.”
—Afnan Khalifa

Middle Class is taken for granted.

[healthbot @thehealthb0t]

THEY DONT WANT US TO KNOW BUT WE KNOW!

[Leaders 𝕏 Junction @LeadersJunction]

One of my favorite manifesting methods, super clear explanation

[Mastery Mindset @_masterymindset]

Monk shared how to fall asleep fast when your mind won’t stop.

[Crypto Tony @CryptoTony__]

JUST IN: Jensen Huang (CEO of the world’s most valuable company Nvidia) and Chamath discussing Bittensor $TAO 🤯

[ChiefHerbalist @HerbalistChief]

The LONGER the shelf life of the food you eat, the SHORTER your life span.

[Fitness Doctor 🩺 @FitnessDr_]

Healthiest vs Unhealthiest foods in the world

[Midas @midascabal]

Professor Jiang explains the dynamic of "rich kid poor kid"

[Midas @midascabal]

Professor Jiang explains "How to Win any Game" using the universal law of game theory

[Rohan Das @rohaninvestor]

I’ve seen hundreds of professors explain game theory.

But this professor explains it so simply that even a 15-year-old can understand it.

Once you understand this, you start seeing hidden strategies everywhere - in markets, business, and life.

(Save it for later)📌