Brad Ward

Currently: Finance @ a cyber startup.

[Brad Ward @bradleydavid]

Social media companies, media publications, and politicians are all in the business of keeping you outraged. Don’t let them win.

[Brad Ward @bradleydavid]

@zacbowden How's it feel compared to a Macbook? Similar to other Surface Laptops?

What about the display vs the new XPS models?

[Jason Fried @jasonfried]

Chat-first work tools are not the answer. The flaws are baked into the system, you can't undo them. It would be like asking a kangaroo to fly. It can get off the ground, and look like flight for a moment, but it comes crashing right down.

Here's why:
https://t.co/sry9Gh9SpK

[Brad Ward @bradleydavid]

@benspringwater @matter I’m curious, that’s for sure!

[Ryan Petersen @typesfast]

Coffee culture in London is broken. They don’t even have mobile ordering on the Starbucks app.

[Garry Tan @garrytan]

Sanders and AOC introduced a bill to pause ALL AI data center construction. 300+ local bills filed. Half of planned 2026 data centers facing delays or cancellation. Each one brings billions to local economies.

The people who say they want American jobs are trying to block the biggest job creation engine since the interstate highway system.

[Brad Ward @bradleydavid]

@HackingDave I'm curious on what your experience has been on how GPT 5.5 is a better model?

I haven't used GPT in about a year now, because a year ago it was terrible in a lot of analysis I'd push it to do, where Anthropic always came out on top.

[Hridoy Reh @hridoyreh]

I fired my SEO team last year.

And used Claude to automate SEO.

Here is the result:

[Jason Fried @jasonfried]

The last 20% isn't most of the work, it's all of the work.

[Brad Ward @bradleydavid]

@micsolana She’s the new Jim Cramer

[Zac Moffatt @ZacMoffatt]

Seems like something to talk about: “Data centers occupy only about 3% of the land in Loudoun… and provide 45 percent of the nearly $2.9 billion in county tax revenue… Even as data centers have funded an expansive local government, they have also lowered the tax burden on residents… Loudoun reduced its homeowner property-tax rate every year for a decade, cutting it by about 40%”

[Deirdre Bosa @dee_bosa]

Amazon's free cash cushion is almost gone. FCF is down 95%

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SpaceX's board has approved a new compensation package for Elon Musk ahead of its record-setting IPO.

The package includes:

1. 200 million super-voting shares if SpaceX hits a $7.5 trillion valuation and establishes a permanent Mars colony with at least 1 million people

2. Additional 60.4 million shares if SpaceX reaches certain valuation goals and operates data centers in space delivering 100 terawatts of compute

3. Elon Musk will not receive a single share if the company fails to reach the board's valuation targets

Elon Musk has received a salary from SpaceX of $54,080 per year since 2019.

[Brad Ward @bradleydavid]

Looks like Goodwill reverted backed to 320 for some reason, and won’t reflect the write down on the b/s.

Non-current lease in the balance sheet won’t allow the corrected adjustment from the lease schedule (no error that says the number is correct, just does nothing).

Some confusion in how this works because there isn’t a place in the I/S for the goodwill write down either.

Seems like it’s wrong that there are no changes to be made to deferred revenue, when there would be a $2M revenue adjustment on the I/S for the license that would go back into DR.

Spotted a few others but these are the big ones!

[Chamath Palihapitiya @chamath]

As you go to work today and settle into the week, please study the form below. You will soon need to fill this out EVERY year and tell the government what you own and then allow them to tell you how much its worth.

That is the framework that is enabled by the Trojan Horse "Billionaire Tax" that is trying to get passed.

Give them credit: they cleverly use Billionaires as the hook, but build in the language and the framework that will allow the Legislature to simply extend the tax to everyone and make it yearly.

And this is where the form below comes in...

In this case, ask yourself, will it be you or the Billionaires that will be able to fill this out properly and avoid penalties.

As much as Billionaires can be pushed to do more for society, we all know that they have the infrastructure to manage these kinds of disclosures...middle class Californians do not and they will be the ones that get penalized in the end.

[Boring_Business @BoringBiz_]

He is not broke. He is just waiting for his Claude daily token limit to reset so he can continue vibe coding his billion dollar startup idea

[PoIiMath @politicalmath]

Anthropic: We've developed Mythos, a next-generation cybersecurity tool that will make security flaws a thing of the past

Anthropic [one week later]: We regret to inform you that some hackers stole Mythos

[Anthony Pompliano 🌪 @APompliano]

Happy Tax Day!

[robyn @_robyn_smith]

Why does it cost less to build a base on the moon than high speed rail from sf to la

[Matt Carey @mattzcarey]

every new model generation you see the pinch of the bitter lesson.

harnesses, pipelines, rules which previously felt important now hold you back from innovating.

what took months of grind for you is now just a prompt away at ½ the cost.

look for it and you will see. Both large and small companies re-evaluating. Company directions change before your eyes.

it’s a wild moment for our industry