Evan Kinne

Co-Founder / CEO - AXCS Capital and Managing Director - George Smith Partners

[Evan Kinne @evankinne]

@ENERGY hilarous

[Elon Musk @elonmusk]

@FoxNews Mamdani has built nothing. He is a taker, never a maker.

[Evan Kinne @evankinne]

Fable 5 is back and I had it clear up this important question….

[David Sacks @DavidSacks]

Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise.

Not abstract alignment research or certification by a government-run DMV for AI. Real AI safety for businesses is the ability to control their own data, model weights, and compute — so a frontier lab can’t hoover up their proprietary knowledge and turn it into their next product.

As Karp explains, technical customers want “control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it’s not being transferred to someone else.”

Don’t think that can happen? Just look at Figma. According to The Information, Anthropic “blindsided” its then-business partner with the launch of Claude Design. Figma’s founder said Anthropic had not been “consistently honest” with them. Anthropic’s chief product officer had even served on Figma’s board until three days before the launch of Claude Design. Figma’s stock has fallen sharply this year while Anthropic’s valuation has surged.

This isn’t an isolated example. Anthropic has launched Claude Science, Claude Security, Claude Legal, and of course Claude Code — each expanding into categories previously served by companies building on top of their models. The pattern is consistent: watch where value is being created, then move in directly. Dominate the model layer, then use that position to capture the most lucrative verticals.

Dario has argued that open source models powerful enough to compete with Anthropic are “dangerous.” But dangerous to whom? Not to enterprises that want to retain control over their data and workflows. Dangerous to a business model that benefits from customers having few real alternatives at the model layer.

As Karp exposes, true enterprise safety isn’t trusting that a lab’s future roadmap won’t include your business. It’s retaining the ability to choose — at the model layer — who gets to see and use your alpha.

[Evan Kinne @evankinne]

@michaeljburry Great post @michaeljburry

[Evan Kinne @evankinne]

If you're in the commercial real estate space and not reading the finFACTS newsletter that we put out at gspartners dot com, you should be!

David Pascale on our team wrote a great column on Friday - worth a read.

https://t.co/xNsa35tOqy

[Evan Kinne @evankinne]

@chamath Congrats sir.

[Evan Kinne @evankinne]

I have sent a dozen emails...tried calling... finally spoke to a nice guy, but he did not care. They tried putting the powerwall on my NEIGHBORS PROPERTY and despite me telling them many times that this was not an ideal location...as 1) its not my property, 2) on the neighbors property and 3) on a hill, they said it was "outside their scope"...whatever that means. I even drew pictures...no coherent response.

@elonmusk should be embarrassed...I'm embarrassed for him. If my employees treated my customers with such apathy, they'd not last a day.

[Evan Kinne @evankinne]

trying to get @Tesla to install a powerwall...process is so choppy. I bet if @elonmusk know how difficult it is to deal with the constantly changing "project advisors", he would be embarrassed. I suspect the processes could be fixed in a week.

[Evan Kinne @evankinne]

@BobKnakal @RyanSerhant HAHAHA!! THIS IS GREAT!!!

[Evan Kinne @evankinne]

@dxbydt @AOC Correct.

[David Zagaynov @DavidZagaynov]

The sheer scale of a trillion dollars can be hard to comprehend. Let me put it in perspective. You would be able to buy 42 miles of high speed rail in California with that much money.

[Robert Sterling @RobertMSterling]

> you’ll never start a rocket company
> you’ll never build your own engines
> you’ll never be able to use off-the-shelf parts
> you’ll never survive three launch failures
> you’ll never reach orbit
> you’ll never win NASA’s trust
> you’ll never launch cargo to the ISS
> you’ll never compete with Boeing
> you’ll never compete with Lockheed
> you’ll never make rockets reusable
> you’ll never land a rocket vertically
> you’ll never land one on a drone ship
> you’ll never reuse a booster
> you’ll never fly the same booster 10 times
> you’ll never fly the same booster 20 times
> you’ll never fly the same booster 30 times
> you’ll never recover and reuse the fairing
> you’ll never lower launch costs
> you’ll never launch every month
> you’ll never launch every week
> you’ll never launch multiple times a week
> you’ll never carry astronauts
> you’ll never replace Roscosmos
> you’ll never fly civilians to orbit
> you’ll never manufacture satellites at scale
> you’ll never build the biggest constellation ever
> you’ll never make satellite internet work
> you’ll never make satellite internet fast
> you’ll never make satellite internet affordable
> you’ll never serve rural customers
> you’ll never serve aircraft and ships
> you’ll never build a methane rocket engine
> you’ll never make full-flow staged combustion work
> you’ll never build the most powerful rocket ever
> you’ll never build a rocket bigger than Saturn V
> you’ll never build it out of stainless steel
> you’ll never launch Starship
> you’ll never separate Super Heavy and Starship
> you’ll never relight Raptor in space
> you’ll never bring Super Heavy back
> you’ll never catch a booster with Mechazilla tower arms
> you’ll never launch 85% of mass to orbit worldwide
> you’ll never change the economics of space
> you’ll never force the entire industry to copy you
> you’ll never win
> you’ll never IPO

Congratulations to @elonmusk and the SpaceX team. You did what countless people said was impossible, and you did it time and time again.

Today is your day. You deserve this. May it be a glorious one.

[Shaun Maguire @shaunmmaguire]

Who can explain this?

These were the mail in ballots before Election Day and after

[Chamath Palihapitiya @chamath]

He foretold it…

[Evan Kinne @evankinne]

@elonmusk Amazing

[Libs of TikTok @libsoftiktok]

NBC says the quiet part out loud

LA won’t have results tonight because tonz of mail-in ballots will be arriving over the next few days which will help the Democrats

This is how they cheat

[Trung Phan @TrungTPhan]

Ferrari Luce, explained

[Jeff Bezos @JeffBezos]

Please do a quick read of this. It’s short, well written, and will remove a bit of wool from over your eyes.

[Evan Kinne @evankinne]

@elonmusk amazing