KE

I’ll listen, I’ll observe

[KE @KellyBezaa]

2023🥳

[Saron @saronyitbarek]

I’ve spent almost a decade helping people break into tech. I've learned a lot over the years and put it together in this new project. Check it out and sign up by Jan 20 to reach your 2023 get-a-job goals ❤️ https://t.co/Uaz5JJcSrD

[Velaphi Mjongeni 🏍️🚘✈️🇧🇲🇿🇦🇺🇸 @_thabang_m]

Harvard just opened a free course about Critical Thinking and Structuring an argument to everyone.

[tems 𝖘z𝖓 @temsszn]

Tems, Michelle Obama & Barack Obama ❤️

[Tai Lopez @tailopez]

Marcus Aurelius was right. Discipline is the art of not betraying yourself.

[Greg Mushen @gregmushen]

Been limiting my showers to 1 minute to save more water for the data centers.

[Alex & Books 📚 @AlexAndBooks_]

Rebuilding my attention span by reading books for 4 hours.

[Aakash Gupta @aakashgupta]

Leopold Aschenbrenner sold every share of Nvidia and Broadcom last quarter. Took the money and bought fuel cells, Bitcoin miners, and power companies.

Today Oracle signed a 2.8 GW fuel cell deal with his largest holding. The stock jumped 15% after hours.

This is the most contrarian AI trade on Wall Street right now, and the math behind it is wild.

Leopold wrote a 165-page essay in 2024 arguing AGI arrives by 2027. Then he translated that prediction into a pure energy play.

His logic: scaling from GPT-4 to superintelligence requires data centers consuming more electricity than most American cities. You can order 100,000 GPUs and get delivery in six months. You cannot add 500 megawatts to the grid in six months. The binding constraint on who builds AGI first is watts per rack.

So while AI funds stacked Nvidia at 30x revenue, Leopold built the opposite portfolio. Bloom Energy, his largest position at 15% of the fund, makes solid oxide fuel cells that can power a data center in 55 days. Grid interconnection takes 2-3 years.

He entered 2026 with $876 million in Bloom Energy. That position has more than doubled. His fund went from $254 million in equity positions in Q4 2024 to $5.5 billion by Q4 2025. Beat the S&P by 47% in its first six months.

He's 24. Got fired from OpenAI two years ago. Zero prior fund management experience. The Collison brothers and Nat Friedman backed him anyway.

Today's Oracle deal validates the entire thesis. Oracle contracted 1.2 GW immediately, with a pipeline to 2.8 GW, because Bloom delivered a fully operational system in 55 days last year. A month ahead of schedule. Oracle needs power faster than any grid can supply it.

GPU supply is expanding on a known curve. Electricity supply isn't. Leopold bet his entire net worth on the gap between those two curves, and so far the gap is only getting wider.

[DAN KOE @thedankoe]

You need to read more, and you need to consume less. You need to set aside time to do a workout for the mind, and you need to give it time to recover. Especially now that it's so easy for your cognitive capacity to atrophy. Refuse to become mentally obese.

[Chamath Palihapitiya @chamath]

When your working life rewards you, it’s easy to ratchet up the complexity: homes, cars, travel, possessions etc.

I have found that all that complexity comes at the sake of your most fleeting asset: your time. Instead of building things, all of a sudden you’re dealing with minutiae and logistics. Instead of talking mostly to engineers, you’re talking mostly to non-engineers. The building stops…the business of managing self inflicted complexity begins.

It’s worth noting that the best players in the game (Buffett, Elon) have kept their life extremely basic, almost monastic/nomadic, as success ratcheted them ever higher.

I think it’s the biggest secret hiding in plain sight:

When the world upgrades your status, downgrade your complexity.

[𝐦𝐢𝐜𝐚𝐡 @BasedZillenial]

“Hey, babe. I love you from the moon.”

– Victor Glover addressing his daughter as he’s broadcasting from Artemis II.

I can’t. 🥹

[Aman @Amank1412]

When a Google employee dies, the company offers one of the most generous safety nets in corporate America. A spouse receives 50% of the salary for 10 years, plus all vested stock.

Children get $1,000 per month until age 19 (or longer if they're full-time students), and the benefit applies even to new hires.

Google makes one thing clear family security isn't a perk it's a responsibility

[RedWave Press @RedWavePress]

NASA pilot Victor Glover CLAPS back after being asked what it means to be the first black man to visit the moon: “It’s the story of humanity, not black history, not women’s history, but that it becomes human history.”

“I also HOPE we are pushing the other direction that one day we don’t have to talk about these first. That one day, this is just—and listen to this—that this is the human history.”

[Amjad Masad @amasad]

One person billion dollar company has been achieved: @galligator

[Ozedikus Nwanne @Ozedikus]

It is stupidity to play fair in a rigged game

[Sundar Pichai @sundarpichai]

2004 was a good year, but your Gmail address doesn't need to be stuck in it.

To say goodbye to [email protected] or [email protected] (or whatever you were into at the time), go to your Google Account settings and choose any name available. You'll keep your old username and you can sign in with both.

[Reads with Ravi @readswithravi]

I’m in love with this sentence:

“Your future is shaped by the habits you repeat, not the goals you set.”

[Raj Shamani @rajshamani]

The fastest way to lose focus is to keep living with zero clarity. A distracted mind is easy to influence and hard to trust.

[Rahul SA 🇿🇦 @Rahul_AJ_1990]

I keep trying to explain the difference between ethnicity & religion....

[Eg, Palestinians/Semites lived as Pagans, then majoritarily followed Judaism (from circa 1000BCE), then Christianity (from c. 100AD), eventually Islam (from c. 700AD). The same Palestinians lived harmoniously as Muslims, Christians & Jews for 700 years before the curse of Zionism, a European colonial project.]

This video presents the ethnicity of the majority of Iran.

[Aaron Rupar @atrupar]

Q: We have leaders here from Africa. What's your vision for Africa?

TRUMP: I tell you, it has tremendous potential. It's got tremendous earth.

[shirish @shiri_shh]

This startup lets you ORDER SUNLIGHT from space to your exact location in 30 seconds 😭