Larry Taylor

Financial advisor. Portfolio Manager. opportunity junkie. chart reader. part time artist. terminally optimistic.

[Larry Taylor @LT931]

@Dilekk344 28

[Larry Taylor @LT931]

@SJosephBurns 163

[Vaibhav Sisinty @VaibhavSisinty]

Okay this is genuinely insane.

SpaceX just unveiled a satellite whose only job is to run AI. Not internet. Not GPS. Just compute, floating in orbit.

It's called AI1, and the reason behind it breaks your brain.

AI data centers on Earth are hitting a wall, not a chip wall, a physics wall.

They need staggering amounts of power and water just to stay cool, and we're running out of grid and land to build them.

So Musk's answer is: stop building them on Earth.

In orbit, the sun never sets. Free power, 24/7. No water for cooling, you just radiate heat into the vacuum of space. The two things choking AI on the ground barely exist up there.

And here's the wild part: Musk says it's easier to build than a Starlink satellite. Strip out the complex antennas and it's "a lot of solar cells, a radiator, and some laser links."

One AI1 carries the compute of an Nvidia GB300 rack, the same hardware data centers fight over down here.

AI1 is just the first one. The plan is a constellation of up to a million of them.

And the timing isn't an accident, SpaceX goes public this week at a ~$1.75 trillion target. This isn't a rocket company anymore. It's positioning itself as the power grid for AI, in space.

The race for AI compute just left the planet. Literally.

@SpaceX

[Larry Taylor @LT931]

@DekmarTrades Bloom Energy (BE)

[Avid @Av1dlive]

Anthropic's applied AI team just showed how to actually prompt Claude properly.

24 minutes. free. from the people who built it.

watch the workshop. bookmark it.

you've been prompting Claude for months without the 6 elements.

I built a skill that applies them for you. read the guide below.

[SightBringer @_The_Prophet__]

⚡️The American university system is the largest wealth transfer from the young to the old in human history and nobody frames it that way because the people who benefit from it control the framing.

Eighteen year olds who can’t legally buy a beer are signing six figure debt obligations to institutions that face zero accountability for outcomes. The loan is non-dischargeable in bankruptcy. The university gets paid regardless of whether the student gets a job. The incentive structure is pure extraction. Get them in. Get the money. What happens after is their problem.

43% underemployment isn’t a failure of the students. These kids did exactly what they were told. Study hard. Get good grades. Go to college. Get the degree. They followed the script perfectly and the script was a lie. Not a lie that anyone intended maliciously at first. But a lie that became profitable enough that nobody corrected it even after the data made it obvious.

The people who designed this system, the administrators pulling $500k salaries, the tenured professors teaching subjects with zero market application, the loan servicers collecting interest on degrees in fields that haven’t produced a living wage in twenty years. None of them are underemployed. They’re doing fine. The 43% is subsidizing their comfort.

Now add AI. The entry level professional jobs that justified the debt are the first ones being compressed. Not blue collar work. Not trades. The exact white collar knowledge work positions that the degree was supposed to unlock. Legal research. Financial analysis. Consulting grunt work. Content production. The 43% who are already underemployed are about to be joined by a significant chunk of the 57% who thought they made it.

The people who will come through this are the ones who figured out early that the credential was a trap. The ones who built skills instead of collecting letters after their name. The ones who found asymmetric paths. The ones who created value directly instead of waiting for an institution to certify them as valuable.

The university system had a real function once. It produced genuine education and genuine opportunity. That function has been hollowed out by decades of misaligned incentives until what remains is mostly a financing operation that happens to have classrooms attached.

And 43% of its recent customers just confirmed with their own lives that the product doesn’t work.

[Dustin @r0ck3t23]

Elon Musk thinks the entire education system is built on a broken assumption.

That every student should learn the same thing. At the same speed. In the same order. At the same time.

Musk: “Everyone goes through from like 5th grade to 6th grade to 7th grade like it’s an assembly line. But people are not objects on an assembly line.”

The model was designed for a factory economy. Standardized inputs. Predictable outputs.

That economy is gone. The assembly line is gone.

But the education system still runs on its logic.

A student who masters algebra in two weeks sits through eight more weeks because the calendar says so. A student who struggles gets dragged forward because the schedule doesn’t wait.

Neither is being served. Both are being processed.

Musk: “Allow people to progress at the fastest pace that they can or are interested in, in each subject.”

AI doesn’t teach a classroom. It teaches a student.

One at a time. Every time.

It skips what a student already knows. It finds where they’re stuck and approaches it from a different angle.

It adjusts in real time. Not at the end of a semester when the damage is already done.

A student obsessed with basketball learns fractions through shooting percentages. A student who builds in Minecraft learns geometry through architecture.

The subject doesn’t change. The entry point does.

No teacher with thirty students can do this. Not because they lack skill.

Because the math doesn’t work.

AI doesn’t have that constraint.

Musk: “You do not need to tell your kid to play video games. They will play video games on autopilot all day. So if you can make it interactive and engaging, then you can make education far more compelling.”

The brain isn’t broken. The format is.

Kids learn complex systems and strategic thinking for hours voluntarily. Then walk into a classroom and can’t focus for twenty minutes.

That’s not a discipline problem. That’s a design problem.

Musk: “A university education is often unnecessary. You probably learn the vast majority of what you’re going to learn there in the first two years. And most of it is from your classmates.”

Four years. Six figures of debt.

And the real value comes from the people sitting next to you. Not the institution charging you.

The degree doesn’t certify knowledge. It certifies endurance.

Musk: “If the goal is to start a company, I would say no point in finishing college.”

The system was built to train employees. If you’re not trying to be one, it has nothing left to offer you.

Every lecture. Every textbook. Every curriculum. Now available instantly. Personalized to any learner. Adapted to any pace.

The question isn’t whether the old model survives.

It’s how long we keep forcing students through it while the replacement already exists.

[Peter H. Diamandis, MD @PeterDiamandis]

https://t.co/aFDsqBW2M8

[Larry Taylor @LT931]

@ClayTravis Welcome! A true game changer.

[Larry Taylor @LT931]

@shaneparrish @davis_advisors I was fortunate enough to receive one of those copies and have been enjoying it very much! @shaneparrish

[Larry Taylor @LT931]

@rogerwaters @NickSzabo4 Got it a little mixed up there, Roger. Maybe just have a seat and write a song or something…

[Hoover Institution @HooverInst]

In December 2025, former US Senator @BenSasse announced that he had been diagnosed with stage 4 pancreatic cancer. That's the primary topic for this @UncKnowledge conversation about mortality, faith, and what truly matters when time is short.

Talking to host @P_M_Robinson, Sasse reflects on "redeeming the time"—holding ambition lightly, loving family more deliberately, and resisting the urge to make politics or professional success the center of life.

The discussion also covers Sasse's thoughts on the failures of Congress; the dangers of a fragmented, attention-starved republic; the crisis of higher education; and the moral challenges of technological abundance.

He speaks candidly and movingly about regret, forgiveness, prayer, and suffering—arguing that while death is a real enemy, it does not get the final word. Watch the full conversation on X:

[The Motley Fool @themotleyfool]

The average bear market lasts 289 days.
The average bull market lasts 991 days.

Optimism has always been the better bet.

[The Motley Fool @themotleyfool]

WALMART

1970 IPO.
Offered at $16.50 a share.

Hold one share through all the splits…
Today, you'd have 6,144 shares worth $722,889.

21% per year.
For 55 years.

And you'd be collecting $5,776 a year in dividends.

[The Motley Fool @themotleyfool]

A dollar invested in 1950 became:

$4,125 in stocks
$151 in gold
$61 in real estate
$30 in bonds

Congrats to gold, real estate, and bonds on participating.

[Josh Wolfe @wolfejosh]

https://t.co/G7GNgKIdLx

[Startup Archive @StartupArchive_]

Warren Buffett on the Benjamin Franklin thought exercise anyone can use to be successful

Warren Buffett offers the following advice to the students at the Terry College of Business:

“Pretend I’ve made you a great offer: You can pick any one of your classmates and you get 10% of their earnings for the rest of their lives. What goes through your mind in determining who you would pick?”

He continues:

“You probably wouldn’t pick the person who gets the highest grades in the class. There’s nothing wrong with getting the highest grades, but that’s not going to be the quality that sets apart a big winner from the rest of the pack… I think you’ll find that it gets down to a bunch of qualities that, interestingly enough, are self-made… It’s integrity, it’s honesty, it’s generosity, it’s being willing to do more than your share.”

Then he asks the class to pick a classmate to sell short:

“Who do you think is going to do the worst in the class? It isn’t the person with the lowest grades, or anything of the sort. It’s the person who just doesn’t shape up in the character department.”

When Berkshire Hathaway hires people, they look for three things:

1. Intelligence
2. Initiative or Energy
3. Integrity

Buffett explains:

“If they don’t have the latter, the first two will kill you. If you’re going to hire somebody without integrity, you want them lazy and dumb. You don’t want them smart and energetic.”

Importantly, he points out that these are habit patterns:

“The person who always claims credit for things they didn’t do, cuts corners, and who you can’t count on — in the end, those are habit patterns. And the time to form the right habits is when you’re your age… Someone once said that the chains of habit are too light to be felt until they’re too heavy to be broken. And I see that all the time.”

Buffett concludes:

“When you write down the habits of that person you’d like to buy 10% of, look at that list and ask yourself, ‘Is there anything on that list that I couldn’t do?’ And the answer is that there won’t be. And when you look at the person you sell short and you look at the qualities you don’t like — if you see any of those in yourself (egotism, selfishness), you can get rid of that. That is not ordained.”

This is an exercise that Benjamin Franklin did, as well as Warren Buffett’s old boss:

“Ben Graham looked around and said, ‘Who do I admire?’ He wanted to be admired himself, and he asked why he admired these other people. Then he said, ‘If I admire them for these reasons, maybe other people will admire me if I behave in a similar manner.’ And he decided what kind of a person he wanted to be.”

Video source: @universityofga (2001)

[Nick Freitas @NickJFreitas]

Look…It's not that hard.

The left just wants to live in an environment where taxes are high, the regulations are plentiful, the property is collective and the economy centrally planned…

No one has guns except the police, who no longer exist because no one is illegal so prisons aren't needed.

The men are women, the women are men and the kids are trans…

The day care centers are plentiful, but kids are not, because abortion is free.

All lives matter except for straight white males who are literally Hitler and land acknowledgments are spoken before every sporting event where the score is never kept…

And the rest of us?

Well the rest of us would like to live somewhere about as opposite to what I just described as possible.

So maybe it's time to just divvy up the states between us. Allow everyone the option to move to one zone or the other and then conduct the same kind of experiment that North and South Korea did…

Then we can check back in 30 years and figure out which one is a thriving high trust society and which one is a degenerate failed state incapable of being seen from space at night…except maybe for the mostly peaceful glow of its cities burning to the ground.

[Cynical Publius @CynicalPublius]

I have been monitoring the Venezuela issue all day long, and there are so many questions yet to be answered (thanks to great Pentagon OPSEC), but the strategic reason for bringing down Maduro has become abundantly clear.

While we ostensibly captured Maduro based on legitimate, outstanding US drug charges from 2020, the real reason for the military operations early this morning is that neutralizing Maduro's Venezuela had become a strategic imperative for the USA.

Under Maduro, Venezuela had become the Latin American crossroads for all of the USA's principal enemies. Maduro was nurturing relationships with Russia, Hezbollah and Iran. Worst of all, Venezuela was eagerly becoming a part of Red China's Belt & Road initiative.

As America's enemies were lining up Venezuela as their base of operations in the Western Hemisphere to cause mischief and destruction for the USA, Maduro was at the same time making Venezuela a crossroads, safe haven and enabler for all manner of narcoterrorist operations, ranging from Colombia's FARC to Mexico's Sinaloa cartel.

On top of all that, Venezuela had become a key player in the illegal alien invasion of the USA, shipping its very worst to the USA in a deliberate and comprehensive destabilizing operation that might have worked had Donald Trump not won in 2024.

Next in importance: oil. The global and regional ambitions of both China and Russia are in large part dependent on the politics of petroleum, and the USA just deprived both of the cudgel afforded by friendly Venezuelan oil. Trump opponents say "It's about oil" as if that was a bad thing. Yeah, it's about oil.

Finally, all of this was in keeping with the most essential and fundamental foreign policy mandate of the USA almost since the nation's inception: the Monroe Doctrine. Operations like what Maduro was running simply cannot be allowed in the Western Hemisphere. Trump was right for falling back on this most basic of doctrines that protects the USA's sovereignty.

So was Maduro seized because of some five year-old drug charges? Yes. Legally--yes. However, like so many strategic issues in the world today, an action needed to be backed by the fine points of law, and it was. But the reality is that the Maduro takedown was a Monroe Doctrine-driven necessity that has greatly enhanced the power and national security of the USA.

Congratulations, Donald Trump, Marco Rubio, Pete Hegseth and the rest of the Trump national security team: you boldly took the steps necessary to defend the USA.

Well done.