HSS

investreprenuer and CEO Agman. Founder: Ampler, Aurenity, Metonic, Omaha National, and initial investor for many others.

[HSS @hsagman]

If you live long enough, you’ll witness heroes become villains, and villains become heroes. Treat these two imposters just the same.

[HSS @hsagman]

@NateSilver538 Correcting this for you: They're winning elections because a majority of the Democrats that voted are voting for them.

[HSS @hsagman]

This deserves more recognition and appreciation: US death rate hit its lowest level on record last year, having fallen by a fifth in a quarter-century. A collapse of drug overdose deaths was the main driver: Such fatalities were 14% down from 2024 to 69,973, a third consecutive annual fall.

[HSS @hsagman]

@MartinShkreli @StanphylCap Adjusted for risk (aka concentration in the portfolio), DEFINITELY in contention . . .

[HSS @hsagman]

Happy product of your loins day.

[HSS @hsagman]

Alert: Jumper jumping

[John Jumper @JohnJumperSci]

A bit of news: After nearly 9 years, I have decided to leave Google DeepMind and join Anthropic (after taking some time to recharge). I am incredibly grateful for my time at GDM. @demishassabis took a real chance letting me lead the AlphaFold team just six months after finishing my PhD, and the entire GDM team taught me so much about how to do great science. GDM is a special place, and I’ll still be excited to hear about what amazing things they discover next.

[HSS @hsagman]

@elonmusk Crimes against humanity

[HSS @hsagman]

Credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.

[HSS @hsagman]

Lots of ways to play the market. "Expensive" infrastructure in a super cycle, or "value" from those riding the AI tailwinds. The latter seems safer but timing not your friend.

[CapexAndChill @CapexAndChill]

Ackman’s core thesis for 2026 is exploiting market distraction. While capital rotates heavily into the 'AI race,' semiconductor manufacturers, and new IPOs like $SPCX, Pershing Square is taking concentrated, heavy positions in what the market currently dismisses as 'old tech'.

Ackman argued the market is ignoring $MSFT and $AMZN's near-infinite runway in cloud computing. He views $AMZN as one of the most dominant companies in history because it maintains its moat not by pushing prices up, but by aggressively driving down delivery times and costs.

He views $META not as a legacy social network, but as an immediate beneficiary of AI. AI has significantly optimized Meta's ad delivery, simultaneously increasing advertiser ROI and user engagement.

[HSS @hsagman]

I would sooner stuff my 50 year-old dad bod into a crop top than be seen with this monstrosity.

[Nathie @NathieVR]

Evan Spiegel showing off the new Specs AR glasses to the public for the first time.

[HSS @hsagman]

@Nrcoope Authorized but unsold :-)

[HSS @hsagman]

I was off by 24 hours.

[HSS @hsagman]

Anthropic stumbling w Mythos / Fable creates even more compelling reason for @SpaceX to buy @cursor_ai. Expect imminently.

[HSS @hsagman]

@bryan_johnson Did you try exercise in advance to get internal temperature up prior to the sauna?

[HSS @hsagman]

Locked up Spacex investors can increase vesting by 50% at end of Q2 (20%—>30%), if stock stays in this range. Beware sages talking their book.

[HSS @hsagman]

Anthropic stumbling w Mythos / Fable creates even more compelling reason for @SpaceX to buy @cursor_ai. Expect imminently.

[HSS @hsagman]

@pmarca Inspired and inspiring poetry. Let’s build!

[Marc Andreessen 🇺🇸 @pmarca]

If, when you say regulation, you mean the dead and clammy hand of the commissar—the gentleman who has never in his life built a single thing, drafting rules to govern a thing he cannot define, to be enforced by men who cannot read them; if you mean the form in triplicate, the impact assessment upon the impact assessment, the compliance officer who breeds, in the warm dark of the org chart, further compliance officers unto the third and fourth generation; if you mean the moat—the deep cold moat that the giant digs around his own castle and christens, with a perfectly straight face, public safety—the drawbridge he hauls up behind himself the very instant he is across, lest any hungrier and hungrier man should follow; if you mean the precautionary principle, which, had it governed our grandfathers, would have banned the wheel pending further study of the hill, and left us yet shivering and raw in the mouth of the cave, blessing its excellent ventilation; if you mean the European disease—that magnificent open-air museum of a continent, which produces in our time precisely two things in great abundance, and they are regulation, and the eloquent and well-footnoted regret of cultivated men explaining at length why they have produced nothing else; if you mean the license required to think, the permission slip for honest arithmetic, the king’s wax stamp pressed upon the forehead of every new idea before it may draw its first breath; if you mean the agency dispatched, with trumpets, to slay a single dragon, which arrives at the cave, surveys the accommodations, and moves in—and spends the ensuing century laying eggs and devouring the very villagers it was sworn to defend; if you mean the startup that perishes not of the market’s honest verdict but of the filing fee, the genius decamping by the next tide to a freer and warmer shore; if you mean the law that arrives, faithful as the swallows, exactly one whole epoch too late—helmeted, plumed, and magnificently armed—to regulate the stagecoach—then certainly, my friends, I am against it.

But—but, my friends—if, when you say regulation, you mean instead the humble steel guardrail upon the mountain road at midnight, the very thing you curse on the easy days and bless on your knees the one night the fog comes down; if you mean the brakes—for it is the brakes, and not the engine alone, that permit a sane man to drive fast and yet arrive alive—and the buttress, without which no cathedral was ever flung so high, but only in spite of which, but because of which; if you mean the meat inspector, who is the single homely reason a man may eat a sausage in this republic without first composing his last will and testament; if you mean the firebreak cut clean through the forest before the dry season of the burning, the smallpox cordon, the buoy that marks the channel, the rule of the road that lets ten thousand strangers hurtle past one another in the dark at fearful speed and arrive, by its quiet grace, every one of them home; if you mean the honest scale and the true weight, the reason a pound is a pound and a dollar a dollar from Natchez to Nome; if you mean the firm and decent wall between the counterfeit voice and the widow’s bank account, between the deepfaked candidate and the ballot box on the eve of the vote, between the loosed and loveless machine and the schoolyard it neither knows nor pities; if you mean the simple plank of law that says the strong shall not, in the gray dawn, feed the weak quietly into the furnace and sell the rising smoke as progress; if you mean, in the end, the one slender thread of trust without which no citizen will ever dare to use the marvelous thing at all—for where there is no rule there is no trust, and where there is no trust there is no commerce, and a miracle that no man dares to touch is no miracle, but only a handsome and expensive ghost—then certainly I am for it.

This is my stand. I will not retreat from it. I will not compromise one inch of it.

[HSS @hsagman]

Naked Spacex SPVs will be one of the biggest buyers tomorrow. Strap in.

[HSS @hsagman]

We’ve gone plaid.

Singularity in physics is the center of the black hole, where the laws of physics stop making sense. We are now in the technology singularity and the past is no longer predictive of the future. What a time to be alive.

[Peter H. Diamandis, MD @PeterDiamandis]

We are in the middle of the singularity. The most interesting period in human history. And most people are too busy to care.

[HSS @hsagman]

CEO’s phone starts loudly ringing during his pitch to a room of vc’s. He panics and tosses the phone into the garbage can across the room. Phone keeps ringing. We didn’t invest.

[GREG ISENBERG @gregisenberg]

I was once pitching in a board room at a top 3 VC firm for a $15M Series A.

12 people in the meeting. One of the GPs fully fell asleep. Out cold for 30+ minutes. Nobody acknowledged it. Everyone just kept going.

I kept presenting my Series A slides to an unconscious man in a Herman Miller chair and somehow that was considered normal. That's venture capital.

You might fly across the country to perform for people who may or may not be conscious.

It's a dance.

And sometimes you lead and sometimes you follow and sometimes your partner is unconscious.

If you're raising right now, just know: every founder has a story like this. The process is weird. The power dynamic is weird. You're not crazy for thinking it's weird.

No one talks about it because they want to continue raising. But I'm happy to stick my neck out there.

It is weird.

[HSS @hsagman]

@nic_carter Prude