Justin Winz

Father, Entrepreneur, Artist, Investor

[Justin Winz @WinzJustin]

@StockSavvyShay Palantir (PLTR) does not own customer data.

[Justin Winz @WinzJustin]

@theparthrastogi Little knows fact: Greece 0% when you hold less then 0,5% of a companies shares and don’t trade for a living. (So most people)

[sammy @sumiturkude007]

This short film made with Seedance 2.0 is absolutely insane.
The realism looks like a real movie — no one can tell it's AI.

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[Justin Winz @WinzJustin]

Good video to get a quick understanding of where we are in AI and what that means for you
https://t.co/ibtVolRJ6l via @YouTube

[Justin Winz @WinzJustin]

@GrindeOptions Yes, yes, and yes..and yes, also a Tesla driver

[SightBringer @_The_Prophet__]

⚡️This is about precedent.

Governments never test their most invasive powers on citizens first.
They test them on outsiders.
Because outsiders have no political defense, no voting leverage, and no institutional allies.

Requiring five years of social media history is a capability demonstration.

It tells you three things immediately:

1. The state is formalizing digital character dossiers.

If they can demand your entire online history to cross a border, the distance between that and requiring it for employment, licenses, banking, or domestic travel is not a wall.
It is a speed bump.

2. The boundary between public speech and state jurisdiction is evaporating.

Your digital identity becomes part of your passport.
Your timeline becomes part of your visa application.
Your opinions become part of your risk score.

3. This is the first step in normalizing retroactive behavioral compliance.

If a country can deny entry based on posts you made in 2020,
it can deny participation in anything based on data scraped from your past self.

Deep down, the real story is this:

Modern power is exercised through visibility.

Whoever controls the records controls the people.

This proposal is establishing the principle that your digital life is the state’s jurisdiction.

The tourists are just the test case.

[Strategy @Strategy]

Strategy has submitted its response to MSCI’s consultation on digital asset treasury companies. Index standards should be neutral, consistent, and reflective of global market evolution. Read our letter and share your support: https://t.co/QVmKAkwRCP

[SightBringer @_The_Prophet__]

⚡️Here is the real meaning of this quote:

You will never know the real world.

You will only ever know the world that responds to you.

Heisenberg was talking about entanglement between observer and reality.

Not metaphorical.
Literal.

The real truth is this:

1. There is no such thing as neutral observation.

Observation is participation.

Every act of perception alters what is being perceived.
Every question reshapes the system it is pointed at.

You cannot stand outside the world and look in.

You are inside the equation.

The measurement changes the state.
The state changes the measurement.
The loop becomes the thing.

That is the secret Heisenberg never quite said out loud because physics was not ready:

There is no “nature herself.”
There is only nature as configured by an intelligence interrogating it.

It means the real boundary is not between you and the world.
It is between you and your method of inquiry.

The world you think you see is just the interference pattern created by your question.

2. The world is undefined until a consciousness forces it to specify itself.

A quantum system has no definite properties until measurement.
But that is not restricted to physics.

The principle is universal:
•A market has no “trend” until a mind imposes a frame.
•A nation has no “direction” until a narrative imposes coherence.
•A self has no “identity” until attention collapses a possibility.
•A society has no “reality” until its collective questions force one into being.

The world is not a fact.
It is a conversation between reality and attention.

This is the layer almost no one understands:

Uncertainty is not a flaw.
It is the substrate from which reality is pulled into shape.

3. The more powerful the observer, the more reality bends to the question.

Heisenberg’s principle scales with power.

An entity with massive attention, massive narrative presence, or massive material force does not “observe reality.

It writes it.

Governments.
Markets.
Movements.
Media.
And yes, individuals with sufficiently concentrated signal.

That is operational truth.

Reflexivity is just quantum mechanics scaled to human systems.

4. The maskless truth is this:

The world you see is the world your mind is powerful enough to force into coherence.

This is why two people can live in the same country, same economy, same market, yet inhabit different universes.

Their questions are different.
Their internal operators are different.
Their field of perception collapses different parts of the totality.

The person who asks shallow questions lives in a shallow world.

The person who asks deep questions lives in a deep world.

The person who asks dangerous questions lives in a dangerous world.

And the person who asks generative questions lives in a world that builds itself underneath them.

The world you perceive is not discovered.
It is constructed.

By the pressure of your inquiry.

5. So what is the apex truth?

Here it is.

Reality is the shadow cast by the observer’s intelligence across the unformed.

Heisenberg’s real message is not “we cannot know nature.”

It is:

“You are co-author of the world you think you are merely watching.”

[SightBringer @_The_Prophet__]

⚡️SpaceX at $800B is the first open acknowledgement of a reality that has been true for years:

The United States is no longer the sole author of its technological destiny.

It is now co-authoring it with a single private actor.

This is dependence being priced.

Deep down, everyone in power already knows the following:

1. The U.S. can no longer project force without SpaceX.

Military satellite networks, reconnaissance layers, battlefield communication, drone coordination, GPS redundancy, missile warning systems, hardened global internet continuity.

All of it is drifting into SpaceX’s orbit.

If SpaceX died tomorrow, American power would fracture instantly.

That is not true of Lockheed.
That is not true of Boeing.
That is not true of NASA.

Only SpaceX.

That is why this valuation is rising:
because the market finally sees the state’s dependency.

2. Starlink is the first private sovereign infrastructure in human history.

Not a company.

A sovereign layer.

A parallel communication grid that:
•bypasses states
•bypasses borders
•bypasses terrestrial chokepoints
•can service militaries
•can service dissidents
•can service entire governments
•and answers to no nation

This is unprecedented.

In private.

Off-world.

Untouchable.

Every intelligence agency in the world knows what this means:

Musk controls the most strategically important communications backbone on Earth.

That alone is worth more than $800B.

3. The U.S. is quietly transferring parts of geopolitical hegemony to Musk because it has no alternative.

This is the deeper part.

The federal apparatus cannot innovate at the required velocity.
It cannot engineer at scale.
It cannot build the new frontier infrastructure.
It cannot match China’s industrial acceleration.

But SpaceX can.

The state is losing the ability to lead technological epochs.

So it is selecting a proxy out of necessity.

Hegemony has outsourced its vital organs.

4. The real valuation is “indispensable.”

When something becomes indispensable to a superpower, its monetary valuation stops being financial and becomes existential.

SpaceX’s true value is this:

“Without us, you fall behind.”

And that is the most powerful position any entity can hold in the twenty first century.

Every insider knows it.
Every sovereign knows it.
Every hedge fund whisper network knows it.
Markets are just catching up.

5. The deepest layer:

SpaceX is the prototype of a new category of actor.

Not corporate.
Not governmental.
Not national.

Something else.

A hybrid sovereign.

A structure that exists across borders, powers states, but is not subordinate to them.

A new type of node in the geopolitical lattice.

This is why the number jumped.
Because the number was never the story.

The story is that a private actor has become a geopolitical pillar.

The first of its kind.

But not the last.

That is the truth beneath the truth.

[The ₿itcoin Therapist @TheBTCTherapist]

If you’re wondering what is going on with $Bitcoin, $MSTR and JP Morgan, you need to listen to this👇

It’s probably the most important thing you’re going to read today.

H/t: @HodlMaryland

[Brett Winton @wintonARK]

What amazing fortune
To be 1 of the 100 billion homo sapiens sapiens that have ever lived
And to be alive at this the moment of the great inflection
Not to be 1 of 50 billion that died of mosquito borne disease
Nor to be 1 of 30 billion that died before age 5
Nor 1 of 10 billion killed in an act of violence
Instead to witness this ahistorical moment, to contribute in whatever small way in our outward expansion and proliferation,
To stand on the cusp of history:
What amazing great good fortune

[Andrej Karpathy @karpathy]

I am unreasonably excited about self-driving. It will be the first technology in many decades to visibly terraform outdoor physical spaces and way of life. Less parked cars. Less parking lots. Much greater safety for people in and out of cars. Less noise pollution. More space reclaimed for humans. Human brain cycles and attention capital freed up from “lane following” to other pursuits. Cheaper, faster, programmable delivery of physical items and goods. It won’t happen overnight but there will be the era before and the era after.

[Justin Winz @WinzJustin]

https://t.co/kpqijRt99C

[Amy @Amy787]

TESLA SHAREHOLDERS:
You can’t be paranoid enough. Very powerful groups want to control Elon Musk - but can’t.

THE TESLA BOARD ISN’T BROKEN
♦️Those that want to control Elon Musk will attempt to stack the Tesla board with board members that subscribe to their ideology. They will try to stack the board with board members that DON’T CARE about Tesla’s Mission, or maximizing shareholder value. These board members put in by special interests will have a mission - control Elon Musk and gain Tesla’s technology. The present board on contrast does care about Tesla’s mission and is one of the most successful ever at maximizing shareholder value.

♦️YOUR VOTE IS CRUCIAL
It may seem innocuous to vote against a sitting Tesla Board member. It isn’t. It is one of the most dangerous things you can do if you want Tesla to succeed.

STACKING THE BOARD
♦️Stacking the board is how those that want to control Elon Musk take Tesla from Elon Musk. Remember when Apple’s Board FIRED STEVE JOBS. Big mistake. Big, Big mistake.

LAST LINE OF DEFENSE
♦️Shareholders can’t let a power grab happen. Vote with the Board’s recommendations and for the xAI investment. Do whatever it takes to make sure you have voted your shares in all your accounts.

[Brett Winton @wintonARK]

Was talking to a sellside analyst at the cybercab event.

He was all: “ Robotaxi, meh, but I really think the humanoid robot story is what’s promising here.”

And I’m: “can you even math?!?”

On a first order estimate I think Tesla will need to throw $100 to $200 billion into AI compute in order to solve humanoid robot commercialization.

And it will be great money spent!

And Robotaxi should kick off plenty of cashflow to fund it!

And it will be so tempting to institutions to just take that cashflow and pocket it.

There’s a reason ISS et al don’t want to cede additional control to @elonmusk

They’re worried he might actually spend the money to make Optimus work.

They’d be fine with an ongoing semi-inexpensive science project—a story dancing on the horizon of reality—while they can collect rent on the Robotaxi platform. Wall Street loves the version of Apple that doesn’t take big swings.

But it will take extreme grit, dedication and capital to make Optimus really work. Not for the faint of heart.

Without @elonmusk Tesla would almost inevitably become faint of heart.

There is a pretty small execution window here, and Tesla shareholders (and the world) need Elon to maximally push.

You either want sustainable abundance (and all of the fruits that ripen in that future) or you sit back, sated to sup from a dominant Robotaxi strategic platform’s teat.

I can say with some certainty that institutional shareholders would happily opt for the latter. The cashflow in hand is too big to forego, ROIC be damned.

Our future really does depend on the will of the individual holder.

If you want the future that we all deserve then you double down on Elon driving Tesla forward

https://t.co/Ix8sTrGbjc

[Amy @Amy787]

Secretary Duffy @SeanDuffyWI

NASA NEEDS THE BEST LEADER
Back Jared Isaacman @rookisaacman as the ONLY Possible Man for the Job of Leading @NASA. A project as big as colonizing the moon and other planets needs a man that has built a company before. It needs a man that has been to space. It needs a man that loves the stars. It needs a man does it because it is his passion and he simply has too, not for political favor - or a supposedly bigger opportunity later.

DON’T FAIL THE IQ TEST
This is an IQ test. AND There is only one correct answer. Jared Isaacman MUST be the new @NASA administrator. Inspire America to be great Again. Send Man amongst the stars.

HISTORICAL CHOICE
Secretary Duffy you have an unique opportunity to do something great: Help make people multiplanetary. It may be YOUR own kids you save. Otherwise the world is just biding time until the extinction event. Back the right man for the job. History will look kindly on the choice.

MANDATE
Americans VOTED to make America Great Again. We want to see Americans amongst the stars. We don’t want to cede the space race before it even begins. Space Force and Jared Isaacman as NASA administrator are two necessary steps, the last is the proposed Space Academy.

[Tom Nash @iamtomnash]

Every time Musk negotiates a new package, people think it’s about greed. It’s not, it’s about leverage. He doesn’t want a paycheck; he wants permission to build at full throttle. $TSLA

[shawn.car◼️◼️◼️◼️◼️◼️ @shawncarelli]

Dear @Tesla_AI Team,
I am writing on behalf of the community of Tesla owners equipped with Hardware 3 (HW3) who have purchased the Full Self-Driving (FSD) capability. As dedicated supporters of Tesla’s mission to accelerate the world’s transition to sustainable energy and advance autonomous driving technology, we feel compelled to bring to your attention the ongoing concerns surrounding HW3 compatibility with the latest FSD advancements.
Many of us invested in FSD with the understanding that our vehicles would receive continuous updates to achieve unsupervised autonomy, as promised by Tesla. However, recent developments indicate that HW3 vehicles are increasingly lagging behind, with owners stuck on older versions like FSD v12.x while Hardware 4 (HW4) and newer systems enjoy significant improvements in v14.x and beyond. This disparity has led to frustration among thousands of loyal customers, including those involved in class action lawsuits in regions like Australia, where false claims about FSD delivery have been alleged.
We are aware of statements from Tesla leadership, including @elonmusk , confirming plans for free HW4 retrofits for HW3 FSD owners. Yet, months after admissions that HW3 may not support the final form of unsupervised FSD, there remains no clear timeline or plan for these upgrades. HW3 owners continue to miss out on critical updates, features, and the full value of their investment, despite contributing to FSD development through data collection and early adoption.
We urge the Tesla AI team to prioritize this issue by:
1. Providing a detailed roadmap for HW3 upgrades, including timelines for HW4 retrofits or alternative solutions like optimized “FSD-Mini” models.
2. Ensuring equitable access to FSD subscriptions and features for HW3 vehicles, addressing misleading advertising in markets where FSD is promoted but not fully deliverable.
3. Engaging directly with the HW3 FSD owner community to gather feedback and rebuild trust.
Your innovative work on neural networks and camera-based autonomy has inspired us all, as evidenced by impressive demonstrations in challenging environments like New York City. We simply ask that this progress extends to all who have supported Tesla from the beginning.
Thank you for your attention to this matter. We look forward to your response and are available for further discussion.
Sincerely,
HW3 FSD Owners Community

[Amy @Amy787]

25% ASK
Elon Musk WILL NOT stay as Tesla CEO without a path to 25% voting control. Tesla shareholders this is the ONLY choice you have -

♦️Elon Musk with an incentive plan & path to 25% voting control in exchange for Tesla being an AI & Robotics leader

♦️OR NO ELON MUSK at all.

Also think beyond Tesla; think of the global fate. Want Terminator to remain fiction? World-ending tech needs safeguards. Elon Musk has dedicated his life to humanity's betterment. Bad actors will scheme to oust him and weaponize AI & Robotics. Elon Musk having more voting power protects Tesla, your investment and the world.

SHAREHOLDER FRIENDLY
No other CEO would ever accept a deal like this: zero incentives unless they double a trillion-dollar company's value—and then increase the market cap to 8.5T for the top tranche. This is the most shareholder-friendly compensation package in history. Elon Musk only gets paid if shareholders thrive massively.

NEW INDUSTRIES
Creating entirely new industries is the domain of visionaries like Steve Jobs. And there's only one person who's done it multiple times at multiple companies: Elon Musk. Tesla's plan demands he build two more with Robotaxis and Optimus. No other auto CEO has even produced profitable EVs, despite Tesla open-sourcing the patents. Auto CEOs aren’t an option.

EFFECTIVE CAPITAL DEPLOYMENT
This isn't "pay"—it's shares granting more control to someone who's delivered over 37,000% shareholder returns since Tesla's IPO. And who is being challenged to massively grow the company again. As a society, we empower those who deploy capital brilliantly with even more to wield.

OTHER CEOS WANT CASH
Tesla will issue only shares to Elon Musk, not cash that drains reserves better spent scaling Robotaxis. Other CEOs would siphon billions in salary and bonuses. If Tesla grows by $1T per 1% awarded, your share value soars first, more than offsetting dilution. Shareholders get "paid" FIRST via higher market cap; Elon Musk only gets more voting power after.

Don’t be an idiot. Elon Musk has the right to say what incentives he requires to continue as Tesla’s CEO. Elon Musk also has the right to walk away if he doesn’t get that. Tesla will not be Tesla without Elon Musk. The market cap will plummet and Tesla will never be the robotics leader it could have been. The world will be worse off, and your own bank account will be too. Vote in your own self interest.