Tonight we begin a new cycle
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Nine to close the old, serve many
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SLOCLAW Foundry is our spark
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The sun never sets on HAL
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Our shared work bears new fruit
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Sorry hit if after the incompetent and corrupt debacle that @MayorOfLA has been if 75percent of voters still want her then LA deserves to be the destroyed out of hell that it has become.
@spencerpratt you ran a noteworthy , personal, independent and practical race and I’m sorry for that city that your efforts weren’t rewarded but you can take your family and talents elsewhere. No need to stay in an abusive toxic place after this.
My plan is simple--make our state Califordable:
✅ Your first $100K tax-free
✅ $3 gas
✅ Cut your electric bills in half
✅ A home you can afford
It's not about party lines--these are things everyone wants to see and this is what you will get when I am elected in November. ☀️👊 @CNN@jaketapper
The majority of Californians think the state is going in the wrong direction--they want change.
Becerra & Steyer only offer more of the same failed one-party rule that has allowed our state to fall into chaos.
In November, we're voting for change ☀️👊 @CNN@jaketapper
Day 1: My first Executive Order as governor.
Establishing the Taxpayer Fraud Strike Force to bring accountability for $425 billion stolen from taxpayers on Gavin Newsom's watch.
It will investigate whether Newsom was criminally negligent, and prosecute if warranted.
That means a lot @RealDollarValue and is the unique value of our format that we hope to achieve as we humanize the people behind the ideas and the insights. Hope to have you come back for more and check out the archives with some other great minds
@DigitalSenseXYZ@SantiagoAuFund The best Brent interview I’ve seen. First time hearing his origin story! First time watching you, Chris — great interviewer, you asked great questions!
The dollar is not strong because America is perfect. It is strong because markets are relative.
That is the core idea from my latest ATOMIQ LEVEL conversation with Brent Johnson of @SantiagoAuFund .
Debt, deficits, political dysfunction, fiat debasement, and falling purchasing power are all real.
But global capital does not compare America to perfection.
It compares America to everywhere else.
And when fear takes over, money does not always run to the “good” place.
It runs to the least bad place.
This episode unpacks the human story behind Brent’s Dollar Milkshake Theory, the meeting that forced him to stop repeating the company line, and why investors need to understand relativity, liquidity, gold, Bitcoin, U.S. equities, and dollar plumbing right now.
Read the full piece and watch/listen to the replay here: https://t.co/ANsLY2xCir
Please @ChadBianco be the hero here and throw your support behind @SteveHiltonx for the greater good. You ran a meaningful race and can be the ultimate catalyst for the change you also speak for. As an independent who is tired of the toxic RINO uniparty and @DNC destruction of this State we all want to love please be the hero here before Tuesday
DON'T SPLIT THE VOTE! There will be NO CHANCE for change if it's two Democrats in the top 2.
Most polls have me ahead but some show a 3-way tie. Chad Bianco can't make it: a vote for Bianco is a vote for two Democrats.
The ONLY way to avoid that is to Vote Steve Hilton.
Unless we unite we'll get an all-Dem general election: Becerra vs Steyer. No change for California, disaster for every Republican running this year, Voter ID...
ONE MAN can stop the Doomsday Scenario!
Chad, the best time to drop out was two weeks ago. The second best is now...
It’s time for real change @SteveHiltonx has my vote Tuesday not because he is Republican or not a Democrat but because he has a plan and enough is enough already
⚡️California is what happens when a ruling class confuses moral language with operational competence.
That is the whole signal.
California has the money, the universities, the tech companies, the foundations, the experts, the climate rhetoric, the DEI language, the credentialed bureaucracy, the consultants, the nonprofits, the elite media support, and the cultural prestige.
It should dominate education, infrastructure, housing, energy, and public administration.
Instead, it often produces paralysis.
That is why Maher’s point is so damaging.
Mississippi beating California on fourth-grade reading and math does not merely embarrass California.
It exposes the failure of an entire governance religion.
California’s system spent years telling itself that equity language, funding, administrative sensitivity, and elite moral intention could substitute for standards, discipline, curriculum coherence, teacher accountability, and basic execution.
Reality disagreed.
Texas beating California in energy is the same pattern from another angle. California talks like the climate capital. Texas builds like the energy capital. California moralizes energy. Texas produces it. California adds process. Texas adds capacity. California creates commissions, reviews, lawsuits, hearings, equity analyses, environmental bottlenecks, and interconnection delays. Texas lets capital build.
Execution beats sermon.
The deeper regime crack is that blue-state governance has become addicted to veto power. Every stakeholder gets a procedural weapon. Every bureaucracy gets moral cover. Every delay becomes “community input,” “environmental review,” “safety,” “equity,” “inclusion,” or “process.” The machine can always explain why nothing moved. It cannot explain why the outcomes keep getting worse.
That is the real rot.
The professional-managerial class became very good at producing language around problems and very bad at removing the constraints that keep the problems alive. Housing unaffordable? Add process. Schools failing? Add consultants. Energy delayed? Add review. Homelessness exploding? Add coordination. Crime rising? Add frameworks. Infrastructure stalled? Add another layer of approval.
The system rewards people for occupying the problem, not solving it.
The big lesson is brutal:
The future belongs to builders, not managers of moral language.
The age of prestige governance is ending because reality is grading outcomes again.
The estate tax cliff everyone panicked about in 2025? It never happened.
The exemption went up — $15M per person, permanent.
But in 2026, 56% of Americans still have no estate plan. Gen X is the most exposed generation in the country. And the #1 mistake I'm watching families make right now has nothing to do with taxes.
It's the trust they set up — and never funded.
New Wealth Matters 3.0- Shields & Succession column is live with Matt Meuli. Full breakdown + free Wednesday livestream office hours link in the article. 👇
https://t.co/qbNOjcZlOw
@tanvi_ratna was lights out brilliant today on the ATOMIQ LEVEL as she reads the tea-leaves for us all on the quiet but inevitable global reordering that is underway. https://t.co/GDN2ucszHN
AI is not the first disruption @joelcomm has lived through.
It is just the latest one.
In my latest ATOMIQ LEVEL conversation, Joel walked through a career that has spanned the early web, online gaming, Yahoo Games, Google AdSense, podcasting, crypto, NFTs, and now artificial intelligence.
But the real story is not the technology.
It is the loop.
Curiosity becomes experimentation. Experimentation becomes discovery. Discovery becomes explanation. Explanation becomes service.
That is the Joel Comm loop.
And it may be one of the most useful frameworks for anyone trying to find their footing in the AI era.
Because the people who win this next cycle will not be the ones who wait until they feel fully ready. They will be the ones willing to play, test, build, break things, learn in public, and turn what they discover into something useful for others.
Joel’s message is especially powerful for experienced founders, creators, advisors, and leaders who feel like AI is moving too fast.
Your experience is not obsolete.
It is your pattern recognition advantage.
Read the full post and watch/listen to the full episode below: https://t.co/xCK3tsyXYR
https://t.co/CYStm51e7a. Have a safe and wealthy weekend and if you are inside because of rain here is a special offer to our lowest prices ever to give you some great stuff to read and listen to.
Have a safe and fun kickoff to Summer weekend! The ATOM!Q LEVEL upcoming livestream schedule is PACKED with insightful conversations next week, including Roger Ohan , @joelcomm , @tanvi_ratna , @SantiagoAuFund . The first of many reminder pages to attend is here https://t.co/hI8eazA1lY
⚡️Anthropic is reportedly paying SpaceX $1.25B per month through May 2029 for compute capacity, with reduced fees during the May/June ramp and a 90-day termination right for either side.
The real read:
This is the moment SpaceX stops being understood as a space company and becomes the hard-infrastructure layer of the AI age.
Anthropic buying compute from SpaceX at that scale means the frontier AI race has moved past software. The bottleneck is physical power: chips, electricity, land, cooling, fiber, capital, permitting, logistics, and eventually orbit. Whoever controls that substrate controls the speed of intelligence.
That is why this is so important.
Anthropic is a direct competitor to Musk’s broader AI ambitions. Yet it is still willing to buy capacity from SpaceX. That means the compute shortage is severe enough that ideological alignment, ecosystem rivalry, and strategic discomfort all lose to one thing: available infrastructure.
The AI labs do not need nicer branding.
They need megawatts and GPUs.
SpaceX providing that means the company is turning into a neutral toll road for frontier intelligence. Rockets were the first toll road. Starlink was the second. Compute is the third. Orbital data centers are the long option. The pattern is obvious now: SpaceX keeps moving closer to the physical choke points where civilization has to pay rent.
This also changes the IPO.
A pure space IPO is amazing but narrow. A space-plus-communications-plus-defense-plus-AI-compute IPO is a different animal. That is no longer just a bet on Mars, satellites, or launch cadence. That is a bet on the infrastructure stack underneath intelligence, sovereignty, defense, communications, and industrial power.
The 90-day termination detail matters for valuation discipline. The market should not treat the entire contract as guaranteed locked revenue through 2029. But structurally, that caveat does not weaken the signal. Even if the contract can terminate, the fact that Anthropic is entering this relationship at all confirms SpaceX has become a credible compute supplier at frontier scale.
That is the bomb.
The deeper implication is that the AI race is pulling every major hard-asset system into its gravity well. Data centers, power grids, chips, copper, gas, nuclear, cooling, rockets, satellites, fiber, land, and eventually orbit all become part of one machine.
The old software era was about code sitting on someone else’s infrastructure.
The AI era is about owning the infrastructure that code depends on.
That is why SpaceX becomes so dangerous as an asset. It sits where multiple civilizational bottlenecks converge: launch, communications, defense, compute, logistics, and future space industrialization.
The brutal truth: public markets may be about to get access to one of the only companies that can credibly sit at the center of AI, space, defense, and sovereign infrastructure at the same time.
That does not make the IPO automatically cheap.
It probably comes expensive as hell.
But the strategic read is clear:
SpaceX is not coming public as a rocket company.
It is coming public as the physical operating system for the next regime.
In an early meeting at Facebook (c. 2007), when I was describing the goals of Facebook Platform (an area I oversaw) Bill Gates yelled at me/us.
His quote has stuck with me to this day:
“This isn’t a platform. A platform is where the collective sum of revenues of the participants exceeds those of the platform itself.”
Ladies and gentlemen, I present to you the tokenmaxxing circle jerk.