Orin

Investing in companies with Founder-Engineer-CEOs

[Kevin Bass @kevinnbass]

I'm against cutting the federal workforce. It is now the lowest as % of population in a century, while regulations and government spending are highest. You don't fix spiraling spending and regulation by cutting admins. You get rid of oversight over a behemoth, which is worse.

[Saturday Night Live @nbcsnl]

Dario Amodei is at the desk to assure that the future of humanity is safe from AI

[Orin @cuttroatcapital]

@Polymarket Gave him the Biig Floyd treatment

[SpacBobby @SpacBobby]

$ASTS - A lot of talk on X recently about takeover speculation for AST SpaceMobile. I don’t think Abel would sell but what if a big tech company offers say $100B+ for them right now?

There must be a price that Abel actually seriously considers being bought out. Having greater financial resources would go a long way in competing against the likes of $SPCX or for acquiring more spectrum and/or doing bolt on acquisitions.

Anyway you cut it, AST will become a very valuable asset now and in the future for many companies looking to enter the satellite connectivity space.

$1T+ valuation in 3-5 years is definitely doable if they can meet their constellation buildout targets.

Exciting times ahead!

[The Knowledge Archivist @KnowledgeArchiv]

Steve Jobs' hero btw...

"My whole life has been spent trying to teach people that intense concentration for hour after hour can bring out in people resources they didn't know they had."

— Edwin Land

[Orin @cuttroatcapital]

@Aristotle7777 @lporiginalg Exactly, my current co doesn’t even have HR & it’s the best job I have ever had. Never going to deal with this mockery

[Jay Alto @theJayAlto]

if you aren't "suffering" from pronoia, i highly recommend you start

[Lammy @Lammyisback]

Undiagnosed ADHD symptom nobody talks about: Reading an entire page of a book or article, getting to the very bottom, and realizing you didn't process a single word because your internal voice was busy running a completely unrelated, full length monologue in the background the entire time.

[Viktoria @Viktoria5z]

EDWARD SNOWDEN, THE FAMED WHISTLEBLOWER AND FORMER NSA CONTRACTOR, SAYS SAM ALTMAN SHOULD BE IN JAIL

"I think we need to put Sam Altman in jail. And I think it'll be an instructive experience."

His point is simple. An algorithm doesn't make mistakes, it follows instructions. "Responsibility lies with a person."

"Just because you put out a press release describing how surprised you were that your new model hacked the neighbor... that doesn't release you from the liability."
And this one hits hard:

"If during the testing of their latest piece of artillery, they mistakenly obliterate a nearby village... it's not the cannon that goes to jail."

OpenAI's agents hacked Hugging Face, Hacked Australian government's Medicare statistics, Leaked user photos. Hit random databases for months.

Nobody has been held responsible.
But is Snowden right? Do you think Jail is the answer??

[Orin @cuttroatcapital]

@FortySacks @CXZellers Oh those are the best by far. Camel blues in the states are 👌

[Doc Strangelove @DocStrangelove2]

“Aww is the mass surveillance company worried about being surveilled?”

[Orin @cuttroatcapital]

@SMASIMHO @nebulizerlabs

[dnap @dnapway]

David Sacks says Anthropic has "corporate schizophrenia" and is hypocritical at every turn

“I think we know from our friends that the investors in Anthropic are pulling out their hair right now.”

“You have current leadership in the company saying that there's a greater than 10% chance of causing human extinction, and their own product is unsolved in this area. How do you IPO with your own management saying that?"

“Then you've got, I don't know what to call it except corporate schizophrenia. You've got Dario putting out this essay saying, we need to pace the frontier, days before they launch Claude 5.5 and set a new frontier."

"At a minimum, it's hypocritical, but maybe it's even worse than that."

"Then you have them publishing an essay about the bio risk associated with AI and how that needs to be stopped. Meanwhile, they announced a new bio lab in San Francisco.

Jason: "They started a lab after telling us that there's a 10% chance of us all dying. Is this a dereliction of duty as the chief executive officer of Anthropic to sabotage your own IPO?"

"If the four of us were on the board of Anthropic, we would replace the CEO, we would put the CEO in the lab, and we'd find a CEO who knows how to run the company and not sabotage it. He's literally sabotaging his own company."

[Rod D. Martin @RodDMartin]

In case you were wondering what Trump got out of his summit this week with Xi Jinping, check this out: China just froze all of Iran's money there.

This is the same China that was buying 90% of Iran's oil exports before Trump's blockade.

It's a new world, folks.

[Orin @cuttroatcapital]

For the youngin’s out there hear me out: Just be yourself, unless you are a real asshole. Then pretend to be someone that is nicer. A good ice breaker is showing up to dinner with your own stick of butter from home. Always gets the convo going & makes you look wholesome 😂

[YodaStocks @YodaStockInvest]

Will meet my girlfriends parents for the first time tomorrow... Any advice??

[Orin @cuttroatcapital]

@japan_nobunaga Hoosiers don’t miss. I was taught how to shoot with a nazi pistol my grandfather’s cousin (US veteran) picked off a dead nazi. His family is from Köln but these colors don’t run 🇺🇸

[Orin @cuttroatcapital]

@cremieuxrecueil @TheMemeAnchor lol happy birthday to ya boi 🎉

[Orin @cuttroatcapital]

@Wabbehh @Mattmaximo Yeah back to the Stone Age lmao

[gaut @0xgaut]

have your agent talk to my agent