John T Cook

“All models are wrong, but some are useful” George Box

[John T Cook @BrandvsDemand]

Not all SaaS ARR is created equally!

[John T Cook @BrandvsDemand]

@ctindale Sparta or Athens? China is winning the war. War is just no longer mostly kinetic. They also use the market to support the government vs market delivering all returns to capital holders and tax avoidance in the US.

[John T Cook @BrandvsDemand]

@ctindale @swardley The last option for them is a kinetic engagement. They are winning on every front you highlighted backed by 5 year plans.

[John T Cook @BrandvsDemand]

@ctindale Sparta or Athens? @swardley clearly laid out China’s ascent and strategy circa 2015. Few grasped the consequences of their model because their “market” based lens skewed their ability to orient. https://t.co/EWqW0tvNrT

[John T Cook @BrandvsDemand]

@JaredKubin Are you using Level 3 data to compute?

[John T Cook @BrandvsDemand]

@PatrickMoorhead Their only innovation is raising prices on mediocre products for a trapped base

[John T Cook @BrandvsDemand]

@JaredKubin @rossiadam @Molson_Hart Does everyone then build their own context layer, have extreme metadata encryption, self host models to protect IP?

[John T Cook @BrandvsDemand]

@johnarnold Are you Sparta or Athens?

[John T Cook @BrandvsDemand]

@johnrobb Amazing how Snow Crash is playing out to the tee!

[John T Cook @BrandvsDemand]

@TMTLongShort https://t.co/yVF8iZdFkF

[John T Cook @BrandvsDemand]

@TMTLongShort Maybe stop educating them as well via free subsidies in college labs.

[John T Cook @BrandvsDemand]

@JaredKubin Definitely been the SPX RV cycle the last 4 years. Maybe it is fractal patterns required to digest the volatility spikes early in each year.

[John T Cook @BrandvsDemand]

@ctindale Career diplomat talking AI infrastructure give me a break.

[John T Cook @BrandvsDemand]

@profplum99 @SECGov @_TimQuast why?

[The Kobeissi Letter @KobeissiLetter]

The tokenized equity market is seeing unprecedented growth.

There are now over 670,000 people holding tokenized equities onchain.

This figure has surged +73% month-over-month and +449% year-to-date.

Amid this growth, Solana now accounts for 85% of onchain tokenized equities volume.

Furthermore, Jupiter's routed tokenized asset volume is up 300% year-to-date, driven by the recent increase in demand for trading outside of market hours.

Over the last 30 days, ~68% of the onchain platform's volume was traded during weekends and off-hours.

The market is quickly shifting to 24/7 price action.

[John T Cook @BrandvsDemand]

@JaredKubin AI & tech “strategy” from a history major and govt hack🙄

[John T Cook @BrandvsDemand]

@johnrobb hollow state end game?

[Rory Johnston @Rory_Johnston]

Brazen.

Reuters: "Trump Media & Technology Group has unveiled a paid-for, licensed data feed that will give banks ​and trading firms "the fastest" access to posts from influential Truth Social ‌accounts, such as President Donald Trump's, whose posts often move global markets.

The product, called 'Truth API', will deliver posts from the 10 most influential accounts to customers at a significantly ​faster pace than a regular push notification on the Truth Social ​platform, a spokesperson said."

[John T Cook @BrandvsDemand]

@johnrobb @johnrobb your identity is sold daily and could be a major security risk. We both know how easy it is to access adtech data and other data via data brokers.

[Lukasz Olejnik @lukOlejnik]

Iran suspected of allegedly using commercial ad-tech data and telecom standard SS7 to query the approximate location of US military personnel and contractors across the Middle East. Ad data can reveal clusters of phones at hotels or bases, SS7 can help locate specific devices through mobile roaming networks. Speculation of using this data directly to guide missile or drone strikes? https://t.co/dJg4N926wb

[John T Cook @BrandvsDemand]

@johnrobb A perfect example. Gemini provided good overview of required care. Dr asked if I uploaded x-ray. Won’t because of privacy. Why don’t I have my own medical context graph? Because Epic will block it. That is app and stack to build.

[John T Cook @BrandvsDemand]

@JaredKubin Who was the SS? It is a fun time going through it now with my son. Fingers crossed for a 2026 SS he plays with tonight that was at the combine.

[John T Cook @BrandvsDemand]

@johnrobb your work on the drone swarm strikes in the Middle East oil fields 6-8 years ago saw this shift. Why is nobody now talking about humanoid drone wars? These are equivalent to building nukes.

[🇦🇺Craig Tindale @ctindale]

Especially if the strategic rear is such a large territory it creates an implausibly large air defense challenge - which flows through to any large country