arthd.x

#TSLA #Bitcoin

[Chamath Palihapitiya @chamath]

If an alien visited earth and asked you: “Show me one chart that sits upstream of everything your species has accomplished or will ever accomplish.”

What would you show them?

I would show them the chart below.

From my perspective, as long as we keep this chart going, we will figure it all out…

[Mykhailo Fedorov @FedorovMykhailo]

Elon Musk is prorably the most important tech person and entrepreneur in the world for our country. By shutting down Russia’s illegal use of Starlink on Ukrainian territory, @elonmusk and @SpaceX protected our air defense, saved our air force, and spared thousands of civilian lives. This is an invaluable contribution to our defense, and every Ukrainian is deeply grateful to him for it.

Catch the full story in my interview with @CBSNews.

[Hayek-Club Weimar @WeimarClub]

Sozialismus ist das perfekte Geschäftsmodell für Politiker: Er erzeugt Abhängigkeit, und Abhängigkeit erzeugt Wähler. Wer vom Staat lebt – durch Transferleistungen, Subventionen, „soziale“ Absicherung, planwirtschaftliche Privilegien – wählt denjenigen, der die Hähne aufdreht. Der Politiker wird zum Versorger, der Bürger zum Klienten. Je größer die Abhängigkeit, desto größer die Macht. Deshalb lieben sie ihn. Nicht aus Ideologie, sondern aus nacktem Eigeninteresse.

Kapitalismus hingegen ist für die politische Klasse eine existenzielle Bedrohung. Er belohnt Eigenverantwortung, Risiko, Innovation und private Initiative. Er macht Menschen unabhängig vom Staat – und damit unkontrollierbar. Wer seinen Lebensunterhalt selbst verdient, seine Entscheidungen selbst trifft und seinen Wohlstand selbst schafft, braucht keine Gönner in Berlin, Brüssel oder sonstwo.

Jede Regulierung, die „den Markt zähmen“ soll, ist in Wahrheit ein Instrument, um Wettbewerb zu ersticken und etablierte Interessen zu schützen. Der freie Markt braucht keinen Politiker als Mittler. Der Politiker braucht den freien Markt als Feindbild.

Deshalb die ewige Rhetorik: Kapitalismus wird als „gierig“, „ungerecht“, „unsozial“ gebrandmarkt – während der Staat, der mit Gewalt monopolisiert, umverteilt und kontrolliert, als moralische Instanz auftritt. Es ist die älteste Strategie der Macht: die Abhängigkeit als Tugend verkaufen und die Unabhängigkeit als Gefahr.

Der Staat hat kein Interesse an freien Menschen. Er hat Interesse an Untertanen, die ihm dankbar sind. Sozialismus liefert die Untertanen. Kapitalismus liefert die Freien.

#FreiheitstattKnechtschaft #SteuernsindRaub #Eigentum #Freiheit #ParasitenwegmitEuremZwang

[arthd.x @arthd_x]

@Dovinator @gedamtekle @grok @grok whats a payment processor business model, elaborate

[arthd.x @arthd_x]

@alojoh @MeaningfulBuddy @theallinpod @Jason @chamath @grok what winners is he talking about?

[intern @intern]

https://t.co/NJttCMYjRP

[arthd.x @arthd_x]

@Sajwani Yalla habibi come to dubai and enjoy the autonomous fleet

[James Clear @JamesClear]

I think about decisions in three ways: hats, haircuts, and tattoos.

Most decisions are like hats. Try one and if you don’t like it, put it back and try another. The cost of a mistake is low, so move quickly and try a bunch of hats.

Some decisions are like haircuts. You can fix a bad one, but it won’t be quick and you might feel foolish for a while. That said, don't be scared of a bad haircut. Trying something new is usually a risk worth taking. If it doesn't work out, by this time next year you will have moved on and so will everyone else.

A few decisions are like tattoos. Once you make them, you have to live with them. Some mistakes are irreversible. Maybe you'll move on for a moment, but then you'll glance in the mirror and be reminded of that choice all over again. Even years later, the decision leaves a mark. When you're dealing with an irreversible choice, move slowly and think carefully.

[arthd.x @arthd_x]

@StockSavvyShay ABCL LMND

[Captain Eli @TheCaptainEli]

2007A 36-year-old Elon Musk sits down for a quiet PBS interview and says, almost casually:

“The most important thing we can do for the future of consciousness is to become a multi-planetary species… Everything else pales in comparison.”

He then predicts, with zero hype:

•Fully reusable rockets that land like airplanes
•Electric cars that outperform gasoline in every way and go mass-market
•Solar + batteries becoming the cheapest energy on Earth
•Humans on Mars and a self-sustaining city there

Jeff Bezos was already the richest man on Earth in 2007.
He started Blue Origin in 2000 with the exact same “multi-planetary” dream.

18+ years later:
Blue Origin has flown exactly zero orbital missions. New Glenn still hasn’t launched. No reusable booster has ever landed. No Mars plan with dates.

Elon?
•Falcon 9 boosters have landed 400+ times
•Starship (bigger than anything ever built) is flying
•Tesla sells 2 million cars a year and is worth more than the rest of the car industry combined
•Solar + batteries are now the cheapest electricity source in history
•First uncrewed Starships to Mars: 2026–2028. Crewed: late 2020s/early 2030s — exactly the timeline he gave in 2007
The vision never wavered. Not once.

The enthusiasm is the same calm, burning conviction you hear in that 2007 clip today.

The determination? He went personally bankrupt in 2008 keeping SpaceX and Tesla alive with his last dollars.

Almost 20 years later, every single “crazy” prediction from that interview is either already reality or on schedule.

This is what relentless execution looks like.

Watch the 2007 interview (25 minutes that aged like fine wine):

He didn’t just dream about the future.

He scheduled it. And showed up.

[shaneyyricch @shaneyyricch]

How can anyone dispute this ?

[X @XaviercMiller]

Here’s what I think will happen in NYC under Mahdami.

The free buses and government grocery stores won’t happen, they never do. They sound good during campaigns, but collapse under basic math. You can’t run a city on ideas that cost billions and produce no revenue.

The only way to make housing affordable is to build more housing. The free market lowers prices, not regulation. Every time politicians try to control rent or force affordability by decree, developers stop building and landlords stop maintaining. Supply dries up, the quality collapses, and the few properties that remain skyrocket in price.

Once landlords can’t make a profit, they sell, lose properties, or walk away. Eventually, the government takes over.

Taxes will rise to pay for the promises, and the middle class will be the ones shouldering the burden. The rich will relocate, the poor will depend on subsidies, and the productive class will be squeezed from both sides.

Thriving businesses are the foundation of any thriving city. When they leave, everything else follows, jobs, schools, grocery stores, stability. Chicago already proved this. Boeing, McDonald’s, Caterpillar, Citadel, nearly 70k jobs, all gone. Now they’re facing billion-dollar deficits, half empty schools and neighborhoods without grocery stores.

I saw someone who lived in a rent-controlled apartment in California put it perfectly, he said his landlord could no longer afford maintenance so the pool was filled with dirt, the floors had soft spots, and the foundation ended up cracking. That’s what overregulation does, it destroys quality.

People who voted for this will eventually feel the pain but they won’t blame the policies or the politicians, they’ll blame the rich for leaving.

This conversation is always difficult because most people simply don’t understand market dynamics or incentives. In a free society, people act in their own self-interest. If you remove profit and reward dependency, productivity dies and the city with it.

If you think things are expensive now, just wait until they’re “free.”

[Lucas Sacerdote🔋 @LucasSacerdote_]

Eos Energy [Full Investment Thesis]: Everything You Need to Know About $EOSE

$EOSE 🔋has been my biggest position since 2023 - studying it has been a part/full-time job in itself.🔋

Here’s my 119-page, ~two-hour presentation on Eos Energy. Many have reached out wanting to learn more about the company reshaping America’s grid. I did this video and tried including everything I know in here, hopefully helping speed up the learning curve for anyone interested.

This isn’t meant to be flawless; it’s meant to be done. I hope it helps you grasp the company’s story, the team driving it and the potential they have (at least how I see it…).

During the video I’ll cover:

00:00 Introduction
3:49 Global Energy Market
8:15 Why Energy Storage is Key
25:21 Choosing the Right Battery Company
27:15 EOS’ Background and Timeline
38:35 The Product
1:01:56 Production at Scale
1:11:56 Unit of Economics and Financials
1:18:26 Team
1:26:59 Risks
1:29:03 What Comes Next - “Best-In-Class” US Battery and It’s Demand
1:45:52 Boots On the Ground

$EOSE is executing toward an unprecedented hyperscaler energy demand:
U.S.-made, non-lithium storage, ramping for 24/7 data centers, military bases, supply-chain resilient, and addressing key national energy security issues... I believe significant orders should be coming very soon.

Please feel free to share your thoughts, feedback, questions, things I left out, etc. 🔋🔋

[arthd.x @arthd_x]

@options_insight PROTOCOL

[Zac Valles @zacharyvalles]

Welcome to the new Normal

[LUCATI @lucatimusic]

let me tell you: NUEVAYoL (Toman Remix) is a fucking problem

[Spencer Hakimian @SpencerHakimian]

This scene gets more true and more ironic every time I see it.

[Alex 👽 @AlexesNakamoto]

"Strategy is a ponzi scheme!!"

Saylor’s savage reply: