Blaise Stevens

It makes more sense now. @advisingpartner

[Blaise Stevens @BlaiseStevens]

Relationships are created through imperfect humans who never give up on each other.

[Megan Basham @megbasham]

So basically what happened here is the New York Times covered up rape allegations in order to run interference for a socialist Nazi. Do I have this correct?

[Blaise Stevens @BlaiseStevens]

@MartinGTobias What could you have done along the way to improve your outcome? Serious question, not rhetorical.

[Mike Solana @micsolana]

the trump accounts are not just an extremely cool 'nice to have,' but potentially the answer to the boomer's social security ponzi. I really hope democrats can abandon the TDS for however long it takes to educate their true believers about this opportunity.

[Western Carolina Basketball @CatamountMBB]

Beautiful day at Waynesville Inn and Golf Club for our Summer Shotgun Tournament. Thanks to all our sponsors and participants for making this a successful event!

#WinTheDay #GoCats

[Brad Gerstner @altcap]

Dear America,  

Starting today, on the 250th birthday of our country, millions of children will now benefit from a new & powerful American birthright - a privately owned investment account from birth. Every child a shareholder in the great American economy!

American capitalism is the greatest prosperity-creating engine the world has ever known. It has unlocked unprecedented abundance for our country and untold life-advancing innovation. From clean food & water to cars & planes to vaccines & cures to computers & phones.  Through depressions & world wars, through panics & pandemics, betting on America has been the best investment in human history. 

But far too many hardworking families feel like they are on the outside looking in - like the American Dream has become out of reach. 

The Invest America Act changes all that. Signed into law by President Trump it establishes the Trump Accounts - launching today - making every child a shareholder from birth.  Every account seeded with $1000 in America's best companies - making every child a direct participant in our stock markets & American capitalism.  

But it doesn’t stop there.  Representing the best of our civic traditions, an unprecedented outpouring of additional private  contributions into these accounts is already underway. Billions of dollars have been committed by philanthropists & corporations to tens of millions of children across the country. A new form of massive, direct philanthropy & corporate benefits directly to America’s kids is just getting started. From adopting all the kids of a school or organization to a city or state.  America is the most giving country in the history of the world - and Trump Accounts provide a new open source platform to enable anybody to contribute to anybody.  

Trillions of dollars will compound in these accounts over the next 20 years.   

But this is about more than just figures on an account statement. By investing in the next generation, our country is providing tangible opportunities to all future generations of Americans: an education, a first home, the ability to start a business, and the foundation for a lifetime of savings. Trump Accounts provide hope to those feeling hopeless - unlocking unlimited human potential.

Trump Accounts do this through a massive public - private partnership that empower the individual not the state.  They double down on free market capitalist democracy by empowering the individual rather than growing dependency on government.  Aligning citizens with capitalism rather than pitting them against it. 

Perhaps of equal importance, let us not lose sight of the fact that this is a movement that unites our country. Despite the many issues that divide us, this one big idea brings everyone together. From the most conservative to the most progressive leaders, we have found people of goodwill willing to step up and do the right thing to help the next generation. 

Trump Accounts represent the very best of our democracy and the American promise issued two hundred and fifty years ago today. I am grateful to all those who have partnered with us to get this far and we dedicate our tireless efforts to make certain that the Invest America Act achieves its maximum potential.  Let us advance into the future with a renewed sense of confidence, optimism and restored faith in the American Dream for EVERY American.   

Happy 250th Birthday, America!

Brad Gerstner
July 4, 2026

@TrumpAccounts @InvestAmerica24 @WhiteHouse @MichaelDell

[Bill Ackman @BillAckman]

Russia repeatedly targets and bombs Ukrainian civilians and civilian infrastructure and has done so for more than four years.

Where are the university and street protests?

Why does the UN not condemn them?

Where are the calls for a free Ukraine?

Why are there no Queers for Ukraine?

[The All-In Podcast @theallinpod]

J-Cal’s advice to founders: “If you partner with OpenAI or Anthropic, they will slit your throat and take your business wholesale. Don't trust them. Use your own models.”

“There is no free pizza. There's no free beer. When somebody like Sam Altman comes to you and says, ‘Here's some free tokens,’ your alarm should go off.

If you follow the Microsoft example, Lotus 1-2-3 and Word Perfect were their partners. They were replaced with Excel. They were replaced, obviously, with Microsoft Word. You don't even know those other two.

That's exactly what OpenAI has to do, and they have no choice but to do that now because they have a trillion-dollar market cap. They must win the application layer.

And Sam Altman went to Y Combinator and he said, ‘We'll give you $2 million worth of free tokens.’

And I came out and I said, ‘Listen, this is nothing personal against Sam. Sam's a very aggressive deal maker and he wants to get access to those startups because he knows, having run Y Combinator, that if he can get their innovations, those founders' latest thoughts about what's around the corner, he can incorporate them into the platform.’

Zuckerberg did the same thing. He said, ‘Hey, I'm going to give people a bunch of access, going to give them money. Come to the Facebook platform.’

Nobody who went to bed with Microsoft in the '80s, Facebook in the 2000s, or Sam Altman now in the 2020s did not wake up with their throat slit.

This is a message to founders. If you partner with any of these people, they will slit your throat and take your business wholesale.

There is nothing to discuss here. Don't trust them. Use your own models.”

[David Sacks @DavidSacks]

Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise.

Not abstract alignment research or certification by a government-run DMV for AI. Real AI safety for businesses is the ability to control their own data, model weights, and compute — so a frontier lab can’t hoover up their proprietary knowledge and turn it into their next product.

As Karp explains, technical customers want “control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it’s not being transferred to someone else.”

Don’t think that can happen? Just look at Figma. According to The Information, Anthropic “blindsided” its then-business partner with the launch of Claude Design. Figma’s founder said Anthropic had not been “consistently honest” with them. Anthropic’s chief product officer had even served on Figma’s board until three days before the launch of Claude Design. Figma’s stock has fallen sharply this year while Anthropic’s valuation has surged.

This isn’t an isolated example. Anthropic has launched Claude Science, Claude Security, Claude Legal, and of course Claude Code — each expanding into categories previously served by companies building on top of their models. The pattern is consistent: watch where value is being created, then move in directly. Dominate the model layer, then use that position to capture the most lucrative verticals.

Dario has argued that open source models powerful enough to compete with Anthropic are “dangerous.” But dangerous to whom? Not to enterprises that want to retain control over their data and workflows. Dangerous to a business model that benefits from customers having few real alternatives at the model layer.

As Karp exposes, true enterprise safety isn’t trusting that a lab’s future roadmap won’t include your business. It’s retaining the ability to choose — at the model layer — who gets to see and use your alpha.

[Ricardo @Ric_RTP]

Palantir's CEO just exposed Sam Altman and Dario Amodei for robbing every Fortune 500 company.

Within two minutes, Alex Karp took the entire frontier AI industry apart on national television.

His exact words:

"Every single enterprise in this country, these people are LIVID. They are paying for tokens that create no value. These people are stealing the weights and alpha of my business."

He literally said the entire frontier AI business model is intellectual property extraction dressed up as a subscription.

Then he also destroyed the pricing model with a single question that Silicon Valley still refuses to answer:

"If it was so valuable, let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30 percent? Why are they charging for tokens if it's so valuable?"

That question breaks the industry.

If OpenAI and Anthropic's models truly delivered the productivity gains the labs claim, they would take equity or a share of the profit they generate. They would not sell access by the million tokens.

Token pricing is itself the CONFESSION that the product cannot produce reliable value at scale. If it did, they would price for the value. But they price for the compute because that is what they are actually selling.

Karp went even further...

He called the entire arrangement "a wealth tax that does not help the poor. It just punishes."

American businesses are transferring the alpha of their operations, meaning the workflows, the customer data, the strategy memos, the internal models that make them competitive, directly into the training pipelines of a handful of Silicon Valley labs. Once those labs retrain, the customer's own edge becomes the next enterprise product sold back to their competitors.

And the part the AI industry does not want anyone thinking about:

Every enterprise running its confidential documents, its customer conversations, and its financial models through a frontier model is potentially teaching that model HOW to replace them.

The vendor collects the token fee AND the compounding intelligence about that customer's business. That is the mechanism. And that is why Karp used the word "stealing."

He claims this is why every executive he meets is furious in private and silent in public. Nobody wants to be the CEO who called out the labs and then discovered their next competitor was built on their own leaked workflows.

The entire AI industry has been priced for perfection on one assumption:

That frontier labs produce durable, defensible value that justifies infinite compute spend.

But Karp just told us that the customers do not believe that assumption anymore. They believe they are being taxed without benefit, watched without consent, and copied without recourse.

The moment enterprises stop believing, the whole valuation stack shakes.

[Coastal Men's Basketball @CoastalMBB]

Just some guys who love to hoop

[Marcus Lemonis @marcuslemonis]

Loving @sophaller as one of the spokespeople for @BedBathBeyond .. RT if you agree

[Coastal Men's Basketball @CoastalMBB]

This is Coastal 👌

[Coastal Men's Basketball @CoastalMBB]

Love what you do 👊

[Blaise Stevens @BlaiseStevens]

@matthewdelly @pmccoytraining I’m skeptical

[@jason @Jason]

2028 nightmare: President, VP and Secretary of the Treasury

[ * Mamdani can’t run for VP, wasn’t born here ]

[Jeff Goodman @GoodmanHoops]

Zach - the bottom line is NBA coaches don’t have to go out for dinner every other night to try and raise money.

They spend majority of their time on court or preparing for actual games rather than wondering how they are gonna pay their players.

College hoops is a mess right now. Period.

[Chamath Palihapitiya @chamath]

From 2011-2018, I was an institutional investor, managing my own capital alongside capital from some exceptional Limited Partners.

Even though I don’t manage outside capital any more, every quarter I still get on the phone with these LPs and update them.

I had the tremendous honor of working on behalf of some amazing institutions like Mayo Clinic and Memorial Sloan Kettering. It’s great to keep making money for people like that.

PS - only DPI matters. Everything else is bullshit.

[Howard Luks MD @hjluks]

Don’t let your life 'narrow'.

I’ve been an orthopedic surgeon for 30 years. The thing I watch happen to people — more than any injury or surgery — is what I call the narrowing.

Most of my patients have no idea it’s happening. They think it’s just aging. It’s not...

[Jeff Goodman @GoodmanHoops]

One source very close to Dusty May on the main reason(s) he left Michigan for the NBA:

1) "The state of college basketball and not knowing what it's going to look like tomorrow, in a month or in 5 years."

2) "The organization and the chance to coach Cooper Flagg."