Zeven

"Because most time in life we need to be reminded more than we need to be instructed."

[Boaz @BronzeBoaz]

@elonmusk @elonmusk here’s another video for the scrapbook from Turks and Caicos. Great booster catch though.

[Elon Musk @elonmusk]

Success is uncertain, but entertainment is guaranteed! ✨

[Elon Musk @elonmusk]

Last time America had a candidate this tough was Theodore Roosevelt

[Mario Nawfal @MarioNawfal]

🚨🇺🇸BREAKING: TRUMP THANKS GOD FOR SAVING HIM

“Thank you to everyone for your thoughts and prayers yesterday, as it was God alone who prevented the unthinkable from happening. 

We will FEAR NOT, but instead remain resilient in our Faith and Defiant in the face of Wickedness. 

Our love goes out to the other victims and their families. 

We pray for the recovery of those who were wounded, and hold in our hearts the memory of the citizen who was so horribly killed. 

In this moment, it is more important than ever that we stand United, and show our True Character as Americans, remaining Strong and Determined, and not allowing Evil to Win. 

I truly love our Country, and love you all, and look forward to speaking to our Great Nation this week from Wisconsin.”

Source: Truth Social

[Truth_teller 🇷🇺 @Truthtellerftm]

@X @Support 🚨🇺🇸VERY CLOSE CALL FOR PRESIDENT TRUMP:

1) Shooter aims
2) Trump turns his head
3) A tenth of a second later the shot hits his ear

💯DIVINE INTERRUPTION SAVED TRUMP’S LIFE!

[Paul Graham @paulg]

Cigarette sales and lung cancer deaths are the same curve, shifted 25 years.

[Collin Rugg @CollinRugg]

JUST IN: New footage shows sn*per appearing to notice the suspect just milliseconds before the man sh*t at Trump.

The sn*per could be seen looking up in what appeared to be shock the moment the first bullet rang out.

The suspect, who was on top of a structure, was then quickly neutralized.

[mert @mert]

Lot of armchair commentators

If you've ever been in an extremely dangerous situation of life/death — you have a few instincts: flight, freeze, or fight

Most ppl would run away or freeze

The guy literally got up to fist pump after getting shot — that can't be taught

[Vivek Ramaswamy @VivekGRamaswamy]

First they sued him. Then they prosecuted him. Then they tried to take him off the ballot. The only thing more tragic than what just happened is that, if we’re being honest, it wasn’t totally a shock. Biden’s inevitable ritual condemnation of political violence today (when it comes) will be insufficient and irrelevant. No amount of verbiage today changes the toxic national climate that led to this tragedy.

Apoorva and I mourn for the rally attendee who was apparently killed by the shooter. We believe the fact that President Trump is safe right now is nothing short of an act of God. My heart tells me God intervened not just for Trump, but for our nation. Today, the future survival of the United States of America came down to less than a hair’s width in the path of a bullet.

If any good comes of today, let it be this: Americans just had the chance to see our next President’s true character, unvarnished. He took the fire, he took the hit, he felt the blood, and then he stood right back up for the people he was put here to lead.

Regardless of who you vote for, let’s unite around the TRUTH that what happened today is unacceptable, now and forever. May we all remember Thomas Jefferson’s words 225 years ago:

“A little patience, and we shall see the reign of witches pass over, their spells dissolve, and the people, recovering their true sight, restore their government to its true principles. It is true that in the meantime we are suffering deeply in spirit, and incurring the horrors of a war and long oppressions…And if we feel their power just sufficiently to hoop us together, it will be the happiest situation in which we can exist. If the game runs sometimes against us, we must have patience till luck turns, and then we shall have an opportunity of winning back the principles we have lost, for this is a game where principles are at stake.”

[Bill Ackman @BillAckman]

I am going to formally endorse @realDonaldTrump. I came to this decision some time ago as many @X followers have already understood from my supportive posts of Trump and my criticisms of @POTUS Biden.

The reason why I have not yet formally done so is that I want to explain my thinking in detail and address the arguments put forth by others against Trump. I want to make the case thoughtfully and convincingly.

Today, when one announces an intention to support Trump, Biden supporters who know me tend to assume that I have lost it. I assure you that I have made this decision carefully, rationally, and by relying on as much empirical data as possible.

It will take a long-form post to explain my thinking. I might even break my own record. I just haven’t had the time nor felt the urgency to write the post as we are still a few months from the election.

I am explaining my conclusion now in response to many questions I have received on the topic so that I am formally on the record.

You of course don’t need to care about my opinion so feel free not to read my post when it appears. That said, I believe the upcoming presidential election is one of the most consequential elections in my lifetime so I am taking the proper time to articulate observations that I will share widely and for which I assume an important responsibility.

I have had the benefit of spending a few hours recently with President Trump so I will have some first hand observations to share.

As always, I respect everyone’s right to form and share their own views on this important topic.

Please keep an open mind on the upcoming presidential election. Bear in mind that your views on Trump have likely been dramatically affected if you have sourced your info on Trump from mainstream media or friends or family who have relied on mainstream media as a source of knowledge.

We have all recently learned in the starkest manner (the debate) how we cannot rely on the MSM as our source of truth on the ultimate political question.

Remember, media organizations are like sports teams that run plays chosen by their owners and executed by the coaches they hire. They are not unbiased arbiters of the truth.

[Elon Musk @elonmusk]

I fully endorse President Trump and hope for his rapid recovery

[Maxwell Meyer @mualphaxi]

I often say that photos of Trump are like renaissance paintings.

But on this awful evening for our country, the photos feel more… Biblical. The sunlight found Trump’s bloodied face as he fell to the ground, and produced this photo

Trump 2024

[Emad @EMostaque]

Through his ear, an inch off from a very different timeline.

Crazy to think about 😯

[Donald J. Trump @realDonaldTrump]

What separates the winners from the losers is how a person reacts to each new twist of fate.

[Chamath Palihapitiya @chamath]

Learn With Me

I’m often asked how I quickly synthesize information and form opinions. The value, to me, of doing this can be summarized as follows:

- Be more informed about technology, markets and the economy.
- Improve my situational awareness about trends and competitors.
- Have a clearer picture of how a company or sector is doing over another.
- Make better decisions.

I’ve now systematized this into a product that I can share with you, to the extent you are interested.

Read below for more details…

The world is complex and moves at a rapid pace. One day, climate change is all the news; the next day, it's how AI is on the verge of upending everything we know about everything; then we need to become experts in superconductors because some meaningful breakthrough may be at hand.

Meanwhile, the geopolitical chaos in Europe, the Middle East, and Asia seems to be omnipresent and is constantly challenging the existing world order. Finally, we want to know what all of this means for the economy and the companies we work at or are invested in.

It’s hard to make sense of all of this, especially as the incentives of the mainstream media have become increasingly difficult to understand. So how do I form opinions? How do I learn complex topics quickly, usefully, and then fold that into a usable framework?

I start with consuming content. Everything from news articles to social media to scientific papers to institutional research to YouTube videos.

Most topics I skim and move onwards from, but for certain topics, where it makes sense, I write a quick 1-2 page essay because I feel it may be important. I do this so I can develop a quick point of view and understand the nuances a little bit better.

When something seems super interesting, I select it for a dive deep with my team, where we allocate at least a month or two to thoroughly understand the key drivers and opportunities, and produce a presentation that captures everything we’ve learned.

We then take our work and review it with a set of smart people and key opinion leaders to challenge and refine our views. Historically, these work products have been very educational to me. I suspect they could be educational to others as well.

So, to this point, I have decided to share more of the work that we do at Social Capital so that if you want to, you can learn along with us.

Here’s the plan:

1. I’ll keep posting my daily thoughts and observations on X.

2. I’ll continue to share a summary of the best content that I consumed in the previous week through my weekly newsletter ‘What I Read This Week’.

3. I’ll publish 1-2 quick essays per month on X and on my weekly newsletter ‘What I Read This Week’.

4. Once per month, I’ll host a Spaces to talk about the content we’ve produced, thoughts on the “current thing”, talk to guests and include time for Q&A. This will be the key feature of my Subscription on X. You can subscribe to me on X, and my first Spaces will be in November.

5. Once per month, I will publish a deep dive. This will be a comprehensive slide deck on a topic with an accompanying write-up.

My Deep Dives:

I've structured my deep dives around five primary themes I believe are useful for understanding the world today. These themes will change over time, but it’s important to have a starting point.

1. Deep Tech: I think about “deep tech” as applying science to take things that are scarce and make them abundant, overcoming major scientific and engineering challenges. Such progress often results in significant leaps forward in our capabilities and lays the groundwork for new businesses. It's vital to track these developments to see the potential world in the next decade.

2. Energy Transition: The global energy transition will reallocate trillions in capital expenditure, reorganize U.S. industry, replumb global supply chains, and more. To understand the trajectory of the world and make informed decisions about where to invest your time and efforts, a grasp on energy transition is critical.

3. Healthcare & Life Sciences: Healthcare spending constitutes ~20% of U.S. GDP and shapes the primary demographic shifts influencing economic progress. For example, global GDP diminishes by ~15% due to premature deaths in the working-age population. With new technologies like MRNA and CRISPR, new drugs like GLP1s, and the challenges posed by aging, overweight or sick populations, understanding healthcare and life sciences is as important as it’s ever been.

4. Economic Analysis: In 2021, we saw nearly every business model receive funding. In 2023, capital markets have been much more constrained, and many companies are struggling. Understanding how and why companies receive funding and why certain businesses are valued more than others is important for understanding how technology can be implemented in an economically productive way.

5. Socio-Political Trends: This is the overlay that ties everything together, from the demographic trends that drive consumption habits, to political trends that can act as a headwind or tailwind to economic growth.

I’ll be publishing our first deep dive on December 1st for free, starting with a teardown of the global energy transition. The full content calendar for the next year is outlined below, however, subscribers will be able to comment on what they want to be covered in future months. I’ll make sure to announce next month’s topic in advance so you know exactly what’s coming up.

You should expect beautifully formatted, easy to understand presentations that assume no prior knowledge, with accompanying write-ups that will get you up to speed quickly on each of these topics.

If you are interested, subscribe to my Substack (link in bio) where I will be enabling paid subscriptions in the coming month.

Disclaimer: The views and opinions expressed above are current as of the date of this document and are subject to change without notice. Materials referenced above will be provided for educational purposes only. None of the above will include investment advice, a recommendation or an offer to sell, or a solicitation of an offer to buy, any securities or investment products.

[Ray Dalio @RayDalio]

In addition to your ego barrier, you (and everyone else) also have blind spots—areas where your way of thinking prevents you from seeing things accurately. Just as we all have different ranges for hearing pitch and seeing colors, we have different ranges for seeing and understanding things. We each see things in our own way.

#principleoftheday

[Elon Musk @elonmusk]

Congrats!

[Elon Musk @elonmusk]

It’s a real problem!