Ben

[Ben @BullockPoints]

@Jason @russell_m Capital expense vs. operating. Most of us recognize that to balance the budget, we're far more focused on ongoing expenses vs. revenue. Doesn't mean that part is figured out, just means I don't care about a plane or a ballroom.

[Ben @BullockPoints]

@chamath Rising electricity prices roughly track inflation: https://t.co/5uXV59FZFq

[Ben @BullockPoints]

According to a 2025 study published in The Electricity Journal, higher energy demand from large-scale users hasn't driven up costs for residents. Instead, the data shows that increased "load" (demand) has generally been associated with lower electricity prices over five-year periods. Source: https://t.co/gO0bHtAX8R

[Ben @BullockPoints]

@chamath A special report from the California Center for Jobs & The Economy found that “higher data center usage is associated with lower average electricity rates.” Source: https://t.co/BXDcedvCRJ

[Ben @BullockPoints]

@HVconditions Gondola not opening for the day. Just walked over and they said it will not open. EpicPass app just says On Hold. All parking is full. Only option is to shuttle over to Stagecoach from Gondola base.

[Ben @BullockPoints]

@HVconditions If we are waiting to head to the mountain, any idea of expected opening time? Closer to 15 minutes or an hour?

[Ben @BullockPoints]

@ethanmckanna … and then all at once

[William P Barnes @williampbarnes]

I am proud to announce that we have closed our oversubscribed $40M Fund.

https://t.co/7XyNfRtQ2R is a venture firm designed to serve founders who are building the next generation of AI-native companies.

We are deeply optimistic about the future and believe AI will have a profoundly positive impact on society.

We built the firm founders told us they wanted: move fast, commit early, and actively support with hiring, customer introductions, and follow-on fundraising.

Our LPs include 10+ decacorn founders, 10+ GPs from leading later-stage firms, and a 6,000+ person alumni talent network from iconic tech companies.

By bringing them together, Karman’s goal is simple: to put our collective experience and networks to work in service of the founders we partner with.

How we invest
• Pre-seed and seed
• $100K–$500K checks
• Often the first check

Areas of interest
• AI application layer
• AI infrastructure + developer tools
• AI modernizing core industries (healthcare, manufacturing, logistics, finance)
• Embodied AI
• Founders advancing the American national interest (American Dynamism)

[Ben @BullockPoints]

@KobeissiLetter Is this a deflationary indicator?

[Ben @BullockPoints]

@DavidScottDay @wholemars Figured it out. Log into Schwab account, then click here: https://t.co/i31xqlUMU4

[Ben @BullockPoints]

@DavidScottDay @wholemars Where did you see the option to vote on Schwab? Couldn’t find it.

[Ben @BullockPoints]

@chamath https://t.co/wiu9D7Mov2

[Ben @BullockPoints]

@the_transit_guy Projected annual operating revenue of high speed rail in California in 2040: $3.5B. Assume a 15% operating margin (Taiwan 14%, China 20%), $525M in annual earnings. Projected total cost $100B. ROIC ~ 0.525%.

[Ben @BullockPoints]

@greg16676935420 @grok what would @greg16676935420 rate the new McDonald’s snack wrap if you were to try it and rate it?

[Ben @BullockPoints]

@SawyerMerritt Great, do hotel room TVs next.

[Ben @BullockPoints]

@EricLDaugh Maybe… Just maybe… You could pay somebody a legal wage to do all that…

[Ben @BullockPoints]

@CPowers14 How do I love this instead of like this?

[Ben @BullockPoints]

@kclairerogers Stop it! We want more of this story. So pure.

[Ben @BullockPoints]

@bennyjohnson Maybe lower expectations

[Ben @BullockPoints]

@grok @SMB_Attorney So a $400 billion TAM excluding consumer, thanks!