Tyler Wheeliker

[Tyler Wheeliker @TWheeliker]

Shrek 5 Conspiracy Marketing Strategy: DreamWorks has taken a page from Sonic’s playbook, leveraging the buzz around its initial animation reveal. By intentionally altering Shrek’s appearance in the teaser trailer, they could ignite online debate and boost engagement, only to later unveil the classic design—maximizing free PR and hype, all while staying true to the original vision and without the expense of redoing the whole movie.

[Chamath Palihapitiya @chamath]

1. Trump is more popular with young people than old people. Most young people don’t own stocks or homes (aka they are asset-light).

2. Trump is also more popular amongst working and middle class folks. Most of these folks are also asset-light.

It stands to reason that a fall in asset prices (stocks down or home prices down) have very little impact on his core constituents. To that end, I won’t be surprised if Trump has little reaction, then, to an equity or home price market correction.

Separately, the upside of shrinking these asset prices is that it gives the folks mentioned above a legitimate chance to buy into those markets at lower levels, making equity ownership and/or home ownership more possible.

Tangentially, if Trump figures out how to get rents lower, he will unite young people and asset-light working people into a reliable voting block for the foreseeable future. He will have given them the trifecta: cheaper stocks, cheaper homes, lower rent.

Said differently, don’t presume that the stock market going up is a useful barometer anymore. In fact, it going down may be a better signal for his popularity.

Time will tell.

[Autism Capital 🧩 @AutismCapital]

🚨DAVID SACKS: "The products that TSMC makes are literally the most important products in the world. These advanced chips power AI, your phone, your cars, and without them the whole modern economy would stop -- but they're not made here. For TSMC to move here is a huge development and we owe that to President Trump and Secretary Lutnick as well."

[Bill Ackman @BillAckman]

I spent about 45 minutes on a call with a former Blackhawk pilot who is currently a pilot for a major carrier. His assessment is that the crash was likely due to a cascading series of errors in part due to inadequate disclosure from the Tower about the location and altitude of the regional aircraft compounded by inadequate staffing in the Tower, and the diminished situational awareness of the pilot of the Blackhawk due to the use of night vision goggles.

He further explained that automated flight sensors are generally turned off below 1,000 feet as Visual Flight Rules apply and automated warnings and systems are considered distractions and/or otherwise increase risk.

He explained that the Blackhawk test runs are necessary to prepare for the potential need to evacuate the Pres/VP and others in the hierarchy of command to the airport and/or secret bunkers in the event of an enemy attack.

I found his assessment to be extremely credible, which leads me to believe that this was most certainly a tragic accident.

In the conversation, he also expressed his concern about how the FAA fails to act with sufficient urgency to address serious safety issues that pilots and others have raised for years until ‘blood is shed.’ He explained that the FAA’s dual missions to promote air travel and safeguard the skies are in conflict, and lead to long delays in implementing important safety changes in protocols and equipment as carriers push back against investing capital and/or introducing new procedures that cost money and/or time.

He gave me a number of such examples from the past where the FAA delayed acting on pilot concerns until planes went down.

He explained that the FAA has been captured by the airline industry, much like the FDA has been inappropriately captured and influenced by the Pharma lobby.

While he generally believes that Air Traffic Control does ‘a great job,’ he also expressed agreement with @realDonaldTrump in how DEI has injected itself into ATC and in pilot recruitment.

He gave examples of having to take over the controls within moments of landing to avoid a crash landing when a co-pilot with inadequate experience, training and capabilities was too quickly advanced into the cockpit to meet DEI goals. He also said the pilot shortage is real and we need to recruit more candidates.

All of the above create a real opportunity for change in U.S. aviation in the Trump administration and speak to the importance of the selection of new leadership for the FAA and a focus on excellence and meritocracy rather than meeting quota goals.

I have always believed that good comes from the bad. Let’s not let the 67 souls who lost their lives die in vain. Let’s make sure this tragedy is a catalyst for important and rapid improvements in US aviation.

[Chamath Palihapitiya @chamath]

This needs to be fixed or it will end in disaster.

Why?

Average Americans buy S&P 500 index ETFs, in part, because Buffett told them to. They were told they would pay very little and get diversification in the 500 best companies on earth to ride out storms.

But as concentrations rise in a very small percentage of those stocks, the risks don’t fall. They rise. If the indices don’t cap the max percentage of any one stock, you essentially are holding a direct bet on that ONE company. In this case, see that when you buy an index of 500 companies, you’re really buying 10 companies with 490 others thrown in.

If there is any market volatility, the lack of diversification could cause massive impairment.

That’s ok if you’re a “professional” and that’s what you are betting on but most ETF buyers aren’t professional stock traders and they will be in for a rude awakening if this isn’t addressed.

[Elon Musk @elonmusk]

As foretold in the prophecy 🙏