Beverly McCaffrey

Investor who loves the markets,technology,politics and the people who make these things happen...

[Beverly McCaffrey @bev_mc]

Dan Ives everyone

[Dan Ives @DivesTech]

Great to be on @BloombergTV with @FerroTV @lisaabramowicz1 @annmarie discussing the tech sell-off and broader AI tech bull thesis into the next year @business 🔥🏆🐂📺👇🍿

https://t.co/Wns5y5BbZ0

[Beverly McCaffrey @bev_mc]

@DivesTech @BloombergTV @FerroTV @lisaabramowicz1 @annmarie @business Dan Ives everyone

[Beverly McCaffrey @bev_mc]

How a $45 Million Donation Brought Larry Ellison Deeper Into Trump’s Circle https://t.co/PLtLBeGIQt

[Beverly McCaffrey @bev_mc]

@SteveForbesCEO @PhillipInIsrael I reiterate Charlie Munger = forget about being brilliant just avoid stupidity

[Beverly McCaffrey @bev_mc]

Alan Greenspan, Influential Fed Chairman Whose Legacy Was Dimmed by the Financial Crisis, Dies at 100 https://t.co/r5WEXwTOC4

[Beverly McCaffrey @bev_mc]

Wyndham Clark =i played some ugly golf but my putters and short game kept me in the game- today is my day

[Beverly McCaffrey @bev_mc]

@elonmusk Happiest of Fathers Days

[Beverly McCaffrey @bev_mc]

@lach_nili Remembering Munger= forget about being brilliant just avoid stupidity

[Beverly McCaffrey @bev_mc]

@bungarsargon @mikezzz111 His verbosity was only exceeded by his stupidity

[Beverly McCaffrey @bev_mc]

They Looked Like They Were Getting Rich on Polymarket—but None of It Was Real https://t.co/uTuywuhHGA

[Beverly McCaffrey @bev_mc]

U.S., Qatar Work to Give Iran Access to Billions of Dollars in Frozen Cash https://t.co/KKPzUbCuYb

[Beverly McCaffrey @bev_mc]

Do you remember when you joined X? I do! #MyXAnniversary

[Beverly McCaffrey @bev_mc]

There’s one more thing

[Jaynit @jaynitx]

Walter Isaacson reveals what Steve Jobs told him was the best product he ever created and it wasn't the iPhone or the Mac

"When I asked Steve Jobs what was the best product you ever created, I thought he'd say the Macintosh or the iPhone"

"He said, no, those products are hard. The best thing I ever created was the team that made those products"

"That's the hard part, creating a team. He did, from Johnny Ive to Tim Cook to Phil Schiller"

"Elon has done a good job too. Gwynne Shotwell, Mark Juncosa at SpaceX, Drew Baglino, Lars Moravy, Tom Zhu at Tesla, many others. Musk is a magnet for awesome talent"

"The best team ever created was the founders. You needed smart people like Jefferson and Madison, passionate people like John Adams, a guy of high rectitude like Washington, but you also needed a Ben Franklin to bring everybody together"

[Beverly McCaffrey @bev_mc]

@thehoffather @HilzFuld Defying logic is one thing but denying reality is quite another

[Beverly McCaffrey @bev_mc]

How Hackers Found a Back Door Into the American Living Room https://t.co/bLLWtkenhV

[Beverly McCaffrey @bev_mc]

There’s one more thing

[Dustin @r0ck3t23]

The Cold War never ended.

It just migrated into a physics we cannot see.

On Wednesday, the architects of the next century walked into the G7 summit.

Not as guests. As the agenda.

Anthropic CEO Dario Amodei and Google DeepMind CEO Demis Hassabis did not ask for a regulatory framework.

They delivered one.

A blueprint for a U.S.-led coalition to dictate the global standards of machine intelligence.

Around a dozen tech executives, including OpenAI’s Sam Altman, sat at the same table as heads of state.

These are no longer software companies.

They are sovereign entities with no flag, no constitution, and no electorate.

Amodei laid out the architecture directly.

Control access to the models. Control the chips. Control the silicon.

And build the whole system to lock China out.

What set this off was the cyber threat. The newest models can now go on the offensive. And the governments in that room are waking up to how exposed they are.

But step back. Look at what just happened at the highest level of global power.

The borders of the next century are not being drawn by elected officials.

They are being drawn by engineers who answer to labs and shareholders.

The establishment is confronting something it has spent decades refusing to see.

Global leverage is no longer political. It is physical.

Compute is being treated like uranium.

In the twentieth century, dominance was dictated by who controlled the oil and who held the nuclear codes.

In the twenty-first, it is dictated by who controls the weights and who owns the silicon.

A nation locked out of compute is locked out of the future. A country without a frontier model is a country without a nervous system.

For the first time in human history, the strategic advantage of an entire civilization is not land. Not resources. Not military force.

It is the ability to think. And the ability to think is now a manufactured product controlled by a handful of private institutions.

The tech elite walked into a room full of world leaders and handed them the blueprints for a digital iron curtain.

The data centers are the new territory.

The models are the new arsenal.

Now look at what it reveals about how power works.

The global superpower did not summon the builders to hand them the rules.

The builders walked into the room and handed the superpower the map.

That is not a summit. That is a transfer of leverage.

For centuries, power flowed from the state downward. Fund this. Build that. Serve the nation.

That dynamic just inverted. Publicly. Irreversibly.

The ones who build the intelligence now set the terms of the world that runs on it.

Sovereignty is no longer inherited.

It is engineered.

And the engineers are already seated at the table.

[Beverly McCaffrey @bev_mc]

The Future is yours

[Milk Road AI @MilkRoadAI]

This is WILD!

Ray Kurzweil, the futurist who predicted the internet, smartphones, and AI says aging ends by 2032 (Save this)

Kurzweil, now 78 years old, told a live audience that humanity will reach longevity escape velocity by 2032 and he explained exactly what that means with mathematical precision.

Right now, for every year you live, you get back approximately five months of life expectancy from medical and scientific progress meaning you are losing roughly seven months of net life per calendar year.

Longevity escape velocity is the threshold where that ratio flips, for every year you live, you get back a full year or more from scientific progress, meaning your biological clock starts running backward.

Kurzweil's prediction is that threshold hits by 2032 and beyond that point, you do not simply stop dying of aging, you actively get younger every year.

The mechanism is AI-driven drug discovery at a scale that was physically impossible five years ago.

By 2030, Kurzweil argues, AI will be able to take a biological problem, generate millions of potential drug candidates, screen all of them, and run trials on simulated digital populations compressing decades of clinical research into weeks.

This is already happening.

David Sinclair's lab at Harvard used AI to virtually screen 8 billion molecules against aging targets and is now preparing human trials moving from $400,000 gene therapies toward a $100 pill that can reset biological age by 50 to 95% in four weeks.

Sinclair has already demonstrated the ability to reverse aging in mammals restoring sight in mice with optic nerve damage and reversing Alzheimer's symptoms in lab models.

Kurzweil's track record is what makes the 2032 claim impossible to dismiss.

He predicted the internet's global dominance in 1990, the defeat of a world chess champion by a computer in 1998, pocket-sized devices as primary communications tools in 1999, and AI passing professional exams in the mid-2020s, all before anyone else was saying it publicly.

If you are under 60 and in reasonable health, his message is stay alive, stay healthy, and get to 2032.

The tools on the other side of that date will be unlike anything medicine has ever produced.

[Beverly McCaffrey @bev_mc]

Apple to Raise Prices Due to Memory Chip Crunch, Tim Cook Says https://t.co/lQhTSVMho9

[Beverly McCaffrey @bev_mc]

No more teachers dirty looks

[Ihtesham Ali @ihtesham2005]

Sergey Brin dropped out of Stanford's PhD program, became a billionaire, and was invited back to celebrate the school's 100th anniversary. He used the occasion to tell the Dean the university model might not survive the next hundred years.

His argument is simple.

Information spreads instantly now. Anyone can watch MIT lectures. Take a Coursera class. Ask an AI to explain anything at any depth. The geographic concentration that made Stanford powerful, putting brilliant people in the same building and letting them collide, is no longer the only way to create that collision.

He went further.

He said he has hired countless people without bachelor's degrees who figured things out on their own in some weird corner of the internet. No institution. No credential. No campus. Just curiosity and access to information.

Stanford built Google and the campus and also the PhD program. The culture of freedom that let two graduate students work on something strange for three years without anyone stopping them.

Sergey is not ungrateful for that.

He is saying the next Google might not need it.

The man who is the greatest argument for the university model just questioned whether the model holds for the next century.

That is worth sitting with.

What do you guys think?

[Beverly McCaffrey @bev_mc]

The Dangerous Tech Found Aboard ‘Dark-Fleet’ Tankers Captured by the U.S. https://t.co/paxXIi9wxH