synergy potential

wannabe capitalist. investment banking coverage MD

[synergy potential @SynPotential]

Deleted all tweets except the one that matters:

1. Acquire assets
2. Add leverage
3. Add value
4. Sell or hold, market depending

Everything else is distraction.

[synergy potential @SynPotential]

@nachoeveryday How do you not get a BAM clip?

[synergy potential @SynPotential]

Ant-ass marketing strategy here folks

[Boaz Barak @boazbaraktcs]

We have long known that as models become more capable, alignment will be load bearing. But this is a vivid demonstration of this fact.

https://t.co/abGhxOo3yR

[Peter Gostev @petergostev]

Ok we are back to vertical line charts

[synergy potential @SynPotential]

Shoulders of giants

Shoulders? Capex.

[Lawrence Hamtil @lhamtil]

From Horizon Kinetics in June:

This is something I hadn't really appreciated. The megacap tech companies benefited from free riding the capex spending of the Verizons & ATTs of the world for years; now they have to pay up.

https://t.co/Rgi0wL51OU

[synergy potential @SynPotential]

It’s all fucking housing and college

[Bill D'Alessandro @BillDA]

$380k household income in Charlotte, NC and "feel like we can't have kids until we are more financially secure"

Humans are going to go extinct aren't we

[synergy potential @SynPotential]

@patrick_oshag @colossusmag @SuperMugatu?

[synergy potential @SynPotential]

@WillManidis @christianelton_ @DeeperThrill some people still working on it. @jaredq_ @AnjneyMidha

[synergy potential @SynPotential]

Don't doubt Elon but he's directionally right and timing-wrong

[Sapiens - KalshiBackTest.com @BitcoinSapiens]

Elon Musk said saving for retirement becomes pointless in 10 to 20 years. Not speculation. Math.

Musk: “Don’t worry about squirreling money away for retirement in like ten or 20 years. It won’t matter.”

We passed the event horizon. Retirement savings assumes scarcity persists. It won’t. AI and robotics collapse labor costs to zero. Living costs follow. You’re not saving for security. You’re saving for a world that stops existing.

Musk: “If any of the things that we’ve said are true, saving for retirement will be irrelevant.”

[synergy potential @SynPotential]

thank you @nypost

[New York Post @nypost]

Chuck Schumer Appears to Let Out Loud Fart on Senate Floor https://t.co/ECa8FwdoHH

[Steven Sinofsky @stevesi]

Anyone who comes out against building data centers should take a pledge vowing not to use any datacenter-based services for campaigning, communicating with/helping constituents, or operating their office. And if the party of no DC wins, then no datacenters for Congress.

[synergy potential @SynPotential]

@EllliotttB @financeguy725 why own land when you can own fractional land-backed paper for a fee

[synergy potential @SynPotential]

Whoa

[Mike Pantile @mikepantile]

Greatest answer I have ever heard. Wow.

[synergy potential @SynPotential]

I don’t like when spending money is seen as progress. Outcomes are progress. Show me the incentive. I hate this shit.

[Mayor Zohran Kwame Mamdani @NYCMayor]

Universal childcare needs to be truly universal. Today, we took a huge step toward this vision with a $67.5 million investment in high-quality Special Education programs — coming to all five boroughs this fall. 

For too long, many young children with disabilities had to travel across the city to get the education they deserve. Now, they won't have to. 

This is just the beginning. Our administration won't stop until every child has what they need to grow.

[synergy potential @SynPotential]

This is the correct take

[U.S. Senator John Fetterman @SenFettermanPA]

China wins. 🇨🇳

[synergy potential @SynPotential]

@brexton Just watching?

[synergy potential @SynPotential]

Petty Sam Altman beat Sam Altman

[Sam Altman @sama]

Concerning.

[synergy potential @SynPotential]

@nic_carter 100%

[synergy potential @SynPotential]

Who’s doing this for guys who led 40 man MC raids when they still hadn’t reached driving age :)

[Simon Taylor @sytaylor]

Love this hiring strategy ♥️

@tryramp 's CEO @eglyman hired people who played 80 to 100 hrs of Minecraft a week at age 15.

He says there's a whole community people at Ramp they found exactly that way.

His two hiring signals:

1. Evidence of a spike
2. Exceptional drive

"I'm less interested in what is on the resume. I'm far more interested in proof of work."

What I love about the Minecraft example is what it proves. Nobody assigns a 15 year old 100 hours a week of anything. There's no grade, salary, or certificate at the end. That's pure intrinsic drive, sustained for years, entirely by choice.

You can polish a CV in an afternoon. You can't fake 5,000 hours of anything.

Meanwhile we still treat gaming as the hermit hobby. The thing careers advisors tell you to leave off the application.

The timing makes this bigger than a hiring quirk.

Recent US grads now have higher unemployment than the workforce overall (5.6% vs 4.2%, New York Fed, Q4 2025).

That basically never happened between 1990 and 2018. Credentials are inflating right as AI writes everyone's cover letter. A few thousand hours of visible work is much harder to counterfeit.

I have my own version of Glyman's test: anyone who chooses to read about fintech on a Sunday morning is probably a great hire.

Which should have you looking at Fintech @FintechNerdCon again. It's a room full of people who spend a weekend reading about payments infrastructure for fun. That's evidence of a spike. I'm half tempted to run an intern wall there and see what happens.

It's the event where you'll meet your next great hire. And we have several folks from Ramp coming like @chapello and @0xDaedalus

Maybe the smartest recruiting move in fintech right now is skipping the milkround and hiring the Discord mods, the GitHub gremlins, and whoever turns up to a conference on a Saturday because they wanted to be there.

PS. we have the rockstar games co founder as a keynote, will have a giant arcade, smash and MK8 tournaments and more...

[Chairman Birb Bernanke @Bonecondor]

just a thought, but many people who are about to be wildly liquid could perhaps engage in noblesse oblige and breathe life into the spark of a new renaissance / enlightenment era. that could happen next, if you wanted

[synergy potential @SynPotential]

@strifenjustice What