Faizan

Proud Father of 3 | Current: Founder/CIO @Visary_ | EVP @Giftsoft_ (sold to Constellation Software—TSX: CSU) | Led growth @Pentaho (sold to Hitachi)

[Kyle Smith @rkylesmith]

Al Gore predicted in 1992 that in the next few decades, Florida would lose 60 percent of its population due to climate change.
Florida’s population is more than quadruple what he predicted it would be.

[Jeremy Horpedahl 🥚📉 @jmhorp]

The Industrial Revolution would probably not have been approved by a public vote

[∿ @somewheresy]

DEI stands for Datacenter, Electricity and Infrastructure now

[Robert Graham @robertgraham]

Data center mass hysteria is a thing.

[DK🇺🇸🦅🇺🇸 @1Nicdar]

NYC Mayor Zohran Mamdani getting a multi-billion dollar bailout from the state and then claiming he cut the deficit to $0 is one of the most mind-blowing examples of socialist math ever.

[Rothmus 🏴 @Rothmus]

America has a serious left wing domestic terrorism problem

[Steve Everley @saeverley]

"Data center expansion is not currently the predominant driver of increased electricity prices in U.S. states"

https://t.co/ZjfL4vfh7a

[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.

[Geiger Capital @Geiger_Capital]

Communists make me sick.

[David Senra @davidsenra]

Mamdani’s city-run grocery store is 10x more expensive than Whole Foods per square foot.

This comes as no surprise. Whole Foods founder @iamjohnmackey understands the beauty of capitalism:

"Capitalism created the possibility of the win win win. It used to be a zero sum game where somebody won, somebody else lost.

The biggest mistake people make, intellectuals in particular, they still think we're in a zero sum world. They're obsessed with some billionaires because Bernie Sanders thinks that Jeff Bezos and Elon Musk somehow stole the money from the people.

They don't understand that it's this prosperity machine that's creating more, not just for those billionaires, but for everything that they're touching. They're creating value for their customers, they're creating value for their employees. Their suppliers are flourishing, their investors are seeing their capital go up. It can be reinvested and compound.

All philanthropy ultimately comes from business. That's where the profits are.

Where does all the taxes come from? It ultimately comes from business as well.

This is the engine that's lifting humanity out. The entrepreneurs are the drivers of that engine. Somebody like Elon Musk, he gets a very, very, very tiny sliver of the value that he creates for the whole world."

[Lee Fang @lhfang]

In San Francisco, the affluent inject Chinese peptides and the poor inject Chinese fentanyl.

[ℏεsam @Hesamation]

Google DeepMind researcher argues that LLMs can never be conscious, not in 10 years or 100 years.

"Expecting an algorithmic description to instantiate the quality it maps is like expecting the mathematical formula of gravity to physically exert weight."

[Dawid Moczadlo @kannthu1]

UPDATE: We were able to replicate the Mythos findings using existing models (GPT5.4)

Writeup coming early next week, no BS prompts, it's real reproduction

[Stephen Pimentel @StephenPiment]

It’s easy to dunk on Geoffrey Hinton for his 2016 declaration that it was “completely obvious” that radiologists would have no jobs within 5 years, while in fact, the number of radiologists has grown.

But this prediction was more than a simple mistake. It’s a synedoche for the entire discourse of AI timelines and doom.

[Parrot Capital 🦜 @ParrotCapital]

The perverse incentives for sports betting markets are beyond obvious.

They've turned sports into a casino.

[Omid Malekan @malekanoms]

Ok, I’m calling it: A lot of the AI startup coverage is giving me serious SBF/FTX vibes. The fawning coverage, hero worship of kids who are soo smart we can’t begin to understand them, glossing over of obvious red flags, and of course skyrocketing valuations.

Today’s WSJ coverage of a startup called Aaru is a great example. Their models are so good at predictions they called the 2020 election perfectly, it says. Oh but like anything else they aren’t perfect, they were completely wrong in 2024.

Are you kidding me? And they even link to their own coverage of the shady tactic this co used to achieve unicorn status.

I call bullshit! Us crypto people have seen this movie before. It ends badly.

[Will Ahmed @willahmed]

It seems crazy that I have to say this, but I still believe deeply in human talent.

The reason that no one likes AI is that a bunch of CEOs are running around touting how it’s going to “replace jobs” and “improve efficiency.” That may make for a good earnings call but it’s a terribly uninspiring message for the workforce.

Tech collectively needs to wake up from its echo chamber.

[Will Ahmed @willahmed]

“There’s a lot of companies that are doing layoffs right now and blaming it on AI,” Ahmed said of recent job cuts in the tech sector. “But they’re actually doing layoffs because the businesses aren’t performing particularly well. And it’s a convenient excuse.”

#hiring @whoop

[Couch Investor🛋️ @Couch_Investor]

Let me say the quiet part out loud.

Jack Dorsey is a terrible CEO. Good entrepreneur, but terrible CEO.

Framing this as "AI" layoff is BS.

Block/Square/ $XYZ, whatever you want to call it, had no business having 10,000 employees.

[Ben Carlson @awealthofcs]

Maybe Block laying off a ton of employees is a sign that AI is gonna destroy everything

Or maybe the stock is down 80% from the highs and they overhired and AI is a convenient excuse