Brian Bernert

[Brian Bernert @BBernert]

@gdb Almost as good as having @theteriyu in your meeting!

[Brian Bernert @BBernert]

@ruima Love this!!

[Brian Bernert @BBernert]

@camharvey @DukeFuqua @RA_Insights Love that you're making more content and sharing thoughts more broadly. If what you say is true, then extensive money printing begins...around Q2?

[Brian Bernert @BBernert]

@lessin I would add that the additional risk transitioning the global economy (and society), while overburdened with debt, also presents an extraordinary amount of risk that is not compensated for by ordinary nominal equity returns, which are being eroded by inflation and money printing

[Brian Bernert @BBernert]

@CCgong @suno Congrats @CCgong! Georg and Mikey are good ppl. Excited for yall to take this journey together!

[Brian Bernert @BBernert]

@ruima If not for tripping down those hills, I think SF coulda been at least top 5 for safety

[Brian Bernert @BBernert]

@johncoogan @WillManidis real wisdom here

[Brian Bernert @BBernert]

@sdamico Let him cook!

[Brian Bernert @BBernert]

@KTmBoyle This needed to be said

[Brian Bernert @BBernert]

@pitdesi Even better HFCS is a domestic product, and we are a net-importer of cane sugar #Tariffs

[Brian Bernert @BBernert]

@kevinakwok Most likely mirrors the deal structure they used for Character AI

[Brian Bernert @BBernert]

@petergyang @dhruvamin This is sounding more and more like VC candy

[Brian Bernert @BBernert]

@typesfast Some presume if they’re top of range (or above) then they’ll be first on the chopping block. Also considered an easier pill to swallow: no payroll taxes and no compounding the base on raises

[Brian Bernert @BBernert]

It’s called cede investing

[Elon Musk @elonmusk]

Yes.

A massive strategic error is being made right now to damage solar/battery that will leave America extremely vulnerable in the future.

[Brian Bernert @BBernert]

I’ve always believed Waymo intends to do waymo(re) than ride-sharing. Retrofitting enables whole fleets of vehicles to become autonomous. But @elonmusk is extremely nimble, so watch out!

[Brian Bernert @BBernert]

Waymo < $70k last I heard. Google has its balance sheet, proprietary silicon, and GCP at cost. Tesla gets cars at cost.

Ride-share comes down to distribution (scale/density) and price (subsidies). Whoever cracks government-GTM at scale wins.

[tyler hogge @thogge]

This is going to be one of the most fascinating case studies in the history of capitalism. Cannot wait.

[Brian Bernert @BBernert]

@Noahpinion What about in food deserts though? S.F. Bay Area has this problem and businesses are not incentivized to even open stores in those neighborhoods

[Brian Bernert @BBernert]

@pitdesi Also full of corrupt elites https://t.co/XcQjGrl8pn

[Brian Bernert @BBernert]

@VinnyLingham @elonmusk And they specifically created opposing social movements focused on demonizing each other

[Brian Bernert @BBernert]

@Meta is shifting from metaverse to artificial intelligence. Look out @intel they’re coming for you!