Faux Me Right?

Energy lifer and mostly regretting it. Founder of AFE Leaks. 25% value add, 75% dad jokes. OXY always submits a counter-bid.

[Faux Me Right? @FauxRight]

Live peek at the next $TSLA earnings presentation.

[Faux Me Right? @FauxRight]

I think there are roughly four groups. Domain experts that weren’t developers can now do 20x what they did before. Developers who can now develop harder. Those unwilling to try who will get dusted by the first group. And new entrants into the workforce that can become ai experts but risk having nobody to teach them to become domain experts. That’s going to be a real problem someday and someone should be working on it.

[Faux Me Right? @FauxRight]

@zacurate Didn’t want to influence your valuation, but yeah, similar value on our end

[Faux Me Right? @FauxRight]

Man, i thought this one would do some bangers

[Faux Me Right? @FauxRight]

Breaking: OpenAI confidentially files S-1.1 Pro in response to Anthropic S-1

[Faux Me Right? @FauxRight]

One article on valuation and now I'm getting a lot of "Someone at Bison IV Oil & Gas viewed your profile". I suppose my number was low compared to their leaked Hart Energy one.

[Faux Me Right? @FauxRight]

Now we can frac anywhere

[Massimo @Rainmaker1973]

Professor Omar Yaghi, a chemist at the University of California, Berkeley and winner of the 2025 Nobel Prize in Chemistry, has developed an innovative atmospheric water generator capable of producing up to 1,000 liters of clean drinking water per day directly from dry air.

Using reticular chemistry and advanced metal-organic frameworks (MOFs), the system efficiently captures moisture even in arid desert conditions with very low humidity. The compact, shipping-container-sized units developed by Yaghi’s company, Atoco, operate entirely off-grid using only ultra-low-grade ambient thermal energy or sunlight, requiring no electricity from the grid.

This sustainable technology offers a promising alternative to energy-intensive desalination plants, which often harm marine ecosystems through brine discharge. It is particularly valuable for remote communities, drought-prone regions, and areas affected by natural disasters such as hurricanes in the Caribbean, where centralized water infrastructure may fail.

Yaghi’s personal experience growing up with water scarcity in a refugee community in Jordan has deeply influenced his work. He advocates for scaling decentralized, resilient solutions to address the global water crisis through scientific innovation.

[Atoco official website and related coverage in Interesting Engineering, Food & Wine, and Nobel Prize announcements (2025–2026)]

[Faux Me Right? @FauxRight]

My genuine hope is that they hired the guy who did the valuation video of Cabot and Cimarex and now he did his expert valuation for Stone Ridge

[Faux Me Right? @FauxRight]

Umm, ok, am I crazy, or is PDP value on DVN only like 3+ Billion or so at flat 3.5? They should accept that offer TODAY and we should chastize Stone Ridge for making such a ridiculous offer.

[Faux Me Right? @FauxRight]

You won a one-month vacation to the Delaware Basin, but here's the catch: you have to stay in the same region with no zyn, no jerky, no Monster. What are you picking?

[Faux Me Right? @FauxRight]

And let's fund it with a heavily hedged ABS! Amazing!

[Faux Me Right? @FauxRight]

Met a guy out today who asked about AFE Leaks and who said his boss forwards it to his email sometimes. Just sign up !

[Faux Me Right? @FauxRight]

@ShaleTier7 @Mothbooah Damn that was my next post

[Faux Me Right? @FauxRight]

You have to spend one month in Middle-earth. You can’t leave your region. No Eagles. No loopholes

[Faux Me Right? @FauxRight]

@TeddyGambino @BblGhanoush HPK never had good acreage

[Faux Me Right? @FauxRight]

@atherton_chris @fortworthchris

[Faux Me Right? @FauxRight]

Me: "Help me draw a logo for this side hustle"
Chat: "I got you fam; you're into that freaky stuff right?"

[Faux Me Right? @FauxRight]

@hateag I did one; not much cash outlay; now primed by a pref equity layer. Not holding out too much hope at this much.

[Faux Me Right? @FauxRight]

Let me help you out buddy. Takes about half a day to parse. https://t.co/Bl7gkASrPX

[Virat Singh @virattt]

Proud of this one.

We shipped a new Institutional Holdings API.

This data comes from 13F filings, which is a nightmare to parse at scale.

You must normalize tons of data.

Funds will report "BERKSHIRE HATHAWAY", "BRK", "BRK.A", and the CUSIP across different positions.

Resolving these to a canonical security requires a reference → CUSIP → ticker map that is correct both today and historically.

You need to track ticker changes, splits, and M&A activity, which breaks the majority of vibe coded approaches.

Also, there is a ton of data: your DB table will easily exceed 1B rows if done right.

We solved it @findatasets. It's now 1 API call.