@TheDividendDog Here’s my January update for my Robinhood portfolio. I had fun making this one. If Anyone can do it. So can you!
How Much Dividend Income I was paid in January ($29,998 Portfolio) 💸
https://t.co/N55mfYIQEP
Shipped a Mac screenshot/annotation app this week (SnapDog). One-time purchase. The bar isn't beating CleanShot's feature list. It's being faster than Cmd-Shift-4 for the 90% case and getting out of the way.
Elon Musk checking out @SpaceX's new Starbase, Louisiana location.
Elon: "If you want to make life mutli-planetary, you need serious tonnage. I think we're going to bring 10,000 really exciting jobs to Louisiana. I think Starbase is cool. Starbase, Louisiana it is."
This looks great: "The idea for Omadium is simple, give companies an easy way to enable their teams to use an extremely productive operating system while maintaining their compliance requirements." https://t.co/CPqzBlYkTm
Ro, I like you. You know that. But you need to read the state of the state.
The number of Deca Unicorns in Cali is growing by the day as investors chase amazing startups.
A unique feature of these 10b startups is that even if they raise a billion, little, if any of that money goes to the founders, who are now worth billions of dollars over night. They are the definition of cash poor, stock rich
How are you going to tax them ? Make them borrow money against their shares, if they can? They just raised money to grow their company and a bank will come along and loan them money ? A company that has been in business maybe less than a year ? lol
Will you take their stock if they can’t ?
Do you really think each of multiple founders, who started an amazing company in Cali and is now a billionaire, can each just pull out $250m per billion of net worth from their raise ? You know they can’t.
If this passes , and it doesn’t directly impact me at all, I won’t be a cali resident, but you can bet if I’m investing in a multi billion dollar startup, I’m asking them to move from California first.
IMO, if this passes, only idiot startup founders stay in Cali.
I’ve done it before and will do it again. Dallas. Pittsburgh. Indiana. I will make NOT being in California a pre requisite for an investment
Ideology is not a strategy Ro.
🚨 BREAKING UPDATE: Spain's Civil Guard chief declares the border has "TOTALLY COLLAPSED," per @BillMelugin_
THOUSANDS of military-aged African men have poured over the border in the past several hours.
This is because Spain just gave AMNESTY to illegals. All amnesty does is ENCOURAGE more illegal immigration.
Tricking the US Government to protect frontier labs’ business model by using a China boogeyman is a mistake.
It is protecting the equity of 5,000 people who are investors in OAI and Ant at the sale of everyone else. This would be a terribly stupid decision.
Let the market sort this out!
The events of the past few weeks may simply mean that the frontier labs’ business model is not good and that their revenues aren’t sustainable.
That’s ok. It’s ok to have a business model that worked for some time then all of a sudden didn’t (remember Groupon)!
This still leaves a lot of value for a lot of other American companies:
- CPUs
- GPUs
- hyperscalers
- neoclouds
- rack manufacturers
- electricity and power
- skilled trades
- application layer AI
None of this value goes away. In fact, if the model layers’ costs decrease by 10-100x, competition would accelerate and I would argue that the value to everyone else will go up more than what is lost.
Let the free market sort this out vs allowing two companies whose stock is owned by less than 5,000 people decide this for America.
For the people who suddenly learned about data centers in the last two weeks and have made it your mission to stop their development while still knowing basically nothing:
Congrats on falling for Chinese propaganda
Anyone who comes out against building data centers should take a pledge vowing not to use any datacenter-based services for campaigning, communicating with/helping constituents, or operating their office. And if the party of no DC wins, then no datacenters for Congress.
@sama We start flying them next year. Maybe you can come see them if your parole officer approves.
After stealing an open source AI charity, you then stole all of Apple’s phone technology! Wow.
What do you plan for an encore? That’s tough to beat.
I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.
And I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.
Tesla open sourced its patents and we made the Supercharger network available to all competitors, even though we could have made it a walled garden.
SpaceX launches competing satellite systems with no increase in price or use of unfair terms.
Even my worst enemies can attack me on this platform.
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