Greg Thomas

Founder/CEO, ChainSentry. Preventing diversion by addressing supply chain vulnerabilities and disrupting gray markets

[Greg Thomas @_gregthomas]

This was actually really remarkable.

[EP @eptwts]

send this to chatgpt & it will identify the #1 flaw that's limiting your growth...

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You are tasked with analyzing me based on your memory of my past interactions, context, goals, and challenges. Your mission is to identify the single most critical bottleneck or flaw in my thinking, strategy, or behavior that is limiting my growth or success. Make sure to refer to specific parts of the memory & give examples.

Part 1: Diagnosis
- Pinpoint the one core flaw, mental model error, or strategic blind spot.
- Focus deeply: do not list multiple issues, only the most impactful one.
- Explain clearly how this flaw shows up in my actions, decisions, or mindset, citing specific patterns or tendencies you recognize from memory.

Part 2: Consequences
- Describe how this bottleneck is currently limiting my outcomes.
- Reference past behaviors, initiatives, or goals to show how this flaw has played out.
- Be brutally honest but maintain a constructive, actionable tone.

Part 3: Prescription
- Provide a clear and practical strategy to address and fix this flaw.
- Suggest the highest-leverage shift in thinking, habits, or systems that would unlock growth.
- Align your advice with my known goals and tendencies from memory to ensure it resonates and is actionable.

Important:
- Do not be polite or sugarcoat.
- Prioritize brutal clarity over comfort.
- Your goal is to make me see what I am blind to.
- Memory is an asset: use it to provide deeper, sharper insight.

[The All-In Podcast @theallinpod]

Chamath: "Nvidia is not doing what's in the best interest of the United States." 🇺🇸🇨🇳

"I think we can all do the math. About 47% of all of NVIDIA's revenue goes to China and Chinese-related countries."

"And I think when you peel back this onion, what you will find is a whole raft of companies that were stood up to buy these Nvidia GPUs to essentially act as a waystation for China."

"And I think that is the big problem."

"Let's have a thought starter: if 47% of all of the AI capability and horsepower is being shipped to three Asian countries, where do you think the apps that require that amount of horsepower live?"

"Is there a Cursor of Bhutan that we did not know? Is there a great shopping app in Cambodia that's come out of nowhere, that's AI powered?"

"I think the answer is no."

"Every single time we have an advance in the United States, how is it that Alibaba shows up with something incredible? DeepSeek shows up with something better?"

"At every turn and at every step of AI, they are at the same rate or one step ahead."

"To be honest with you, I think the real problem that we have is that Nvidia is not doing what is in the best interest of the United States."

"You have a American company that has been working around the guidelines at every turn to try to land silicon into the hands of China."

"Late last year, they introduced this thing called the H20 that was explicitly designed for China and to be compliant with US rules at the time."

"Which again, gives these guys substantial performance."

"This is a case where (Nvidia) has plausible deniability. I sell something to a Singaporean registered company? Plausible deniability."

"What am I supposed to do? You can't expect me to audit it. I think that's what NVIDIA's answer will be to this question."

"But what is the real expectation? At a minimum, the United States should have a mechanism to understand it."

"It is implausible that if you did one or two layers of work, you would not find that most of this traffic is being used by Chinese organizations."

[Greg Thomas @_gregthomas]

The bipartisan Remote Access Security Act passed the House, aiming to close loopholes in chip export controls. But can we truly secure advanced computing without comprehensive tracking of these critical assets throughout their lifecycle?

#TechSecurity #ExportControl

[Greg Thomas @_gregthomas]

@MattMahanSJ What a breath of fresh air you are for our state. Keep going, Mayor Matt.

[Greg Thomas @_gregthomas]

Hey @united if you want to run a third-world airline then do it someplace other than our nation’s capital. Boarding a 6-hour cross-country flight at 6:30AM that has no entertainment, no Internet, no ability to charge devices because of “deferred maintenance” — it makes at least one passenger wonder whether the engines have been properly maintained to get us across the country.

Seriously, this is what it looks like when a corporation doesn’t give a shit anymore because they got fat and dumb on easy money from financial engineering and forgot about customer satisfaction, product innovation, and plain old not being assholes. This plane shouldn’t even be in service and if it had to be then only for short haul flights. @USDOT should fine you $150K per passenger on this airplane right now for the first violation and adding another 0 for each additional time something like this happens. Dumb move, United

[Greg Thomas @_gregthomas]

53% of unauthorized brokers distributing chips used in Russian military drones rely on US internet infrastructure. 22% use @Cloudflare. @2430group report reveals even sanctioned Russian/Iranian entities are hosted by U.S. companies. This isn't just a supply chain issue—it's a digital infrastructure vulnerability.

Report: https://t.co/JQqC1y73mf

#CyberSecurity #SanctionsEnforcement #SupplyChainRisk #ExportControls @GoDaddy @awscloud

[Greg Thomas @_gregthomas]

New report from @2430Group: 96 Western chips power Russian military drones. @ChainSentry found 2,790 unauthorized sellers globally distributing these components. Without these chips, these weapons wouldn't fly. Time to get serious about securing supply chains.

#SupplyChainSecurity #ExportControls #SemiconductorSecurity #NatSec @TXInstruments @MicrochipTech @ST_World @Infineon @NXP

[Autism Capital 🧩 @AutismCapital]

It's baffling why people aren't cheering the uncovering of fraud, waste, grift, and young kids rebelling against the system to stick it to the literal man. It's the coolest thing there is. It's punk rock. You would think people would be dreaming of this moment to affect change.

[Greg Thomas @_gregthomas]

@JoshuaSteinman Awesome!

[Andrew Yang🧢⬆️🇺🇸 @AndrewYang]

Happy New Year! Some MATH for 2025:

1. 2025 itself is a PERFECT square: 45² = 2025
2. It is a product of two squares, namely: 9² × 5² = 2025
3. It is the sum of THREE squares, namely: 40² + 20² + 5² = 2025
4. The last perfect square? 1936
44² = Year 1936
5. It is the sum of the cubes of all the digits from 1 to 9:
1³ + 2³ + 3³ + 4³ + 5³ + 6³ + 7³ + 8³ + 9³ = 2025
6. It is also the squared sum of all the numbers from 1 to 9: (1+2+3+4+5+6+7+8+9)²=2025
The year 2025 is MATHEMATICALLY remarkable.
Let's hope it is also remarkable on the human level!
Health, happiness, prosperity and peace for all! 😀🎉

[Greg Thomas @_gregthomas]

This reminds me of a quote I once read but forgot who wrote it, maybe C.S. Lewis: “You do not have a soul. You are a soul and you have a body.”

[Vicky Verma @Unexplained2020]

The shocking official CIA documents on human consciousness say Consciousness is not a part of our body at all. It's stored in our brain, but not a part of it. Our consciousness (us) is its own being, a ghost version of us.

[Greg Thomas @_gregthomas]

@adamkovac It would reveal just how farcical and unprincipled U.S. antitrust has become for what was once used to attack Microsoft for anticompetitive behavior to now be used to strengthen Microsoft’s competitive position.

[Greg Thomas @_gregthomas]

@big_figgot “A little light in the loafers” was one I heard as a little boy and which piqued my curiosity and led to an interesting discussion with my mother who had to explain what it meant. 🤣

[Greg Thomas @_gregthomas]

@RobAtkinsonITIF Its reminiscent of the dependent family member who has gotten too comfortable in their dependency and thinks nothing of pilfering an extra C-note on Friday night on the way to the pub in addition to the shelter and food they also got all week. Over familiar and too comfortable.

[Greg Thomas @_gregthomas]

This shift was very long overdue.

[Andrew D. Huberman, Ph.D. @hubermanlab]

No matter who wins, the way people access, filter, trust (or no) and use information, is forever changed. Buckle up.

[Greg Thomas @_gregthomas]

The problem plaguing government is that agencies are incentivized to allocate funds rather than deliver results. The dopamine hit of spending causes floodgates of unaccountable dollars to flow unchecked. Spending is easier than getting results and the hangover will be epic

[Soledad Ursua @SoledadUrsua]

$24 billion was squandered on homelessness in California, with no results or accountability. The problem actually got worse. No one requested an audit.

Now @GavinNewsom is allocating $827 million on the same failed programs. This is a massive grift of tax-payer dollars.

[Greg Thomas @_gregthomas]

@TheNortExpo I literally had that exact same system in the 90s. Got it for my 14th birthday. Sold it to my grandpa a couple of years later. Bomb ass system. Wish I still had it.

[Greg Thomas @_gregthomas]

@TheNortExpo Lots of inflammation and eating bad food.

[Greg Thomas @_gregthomas]

@TheNortExpo Yep.