Justin Kates

[Steve Saretsky @SteveSaretsky]

The condo bailout is also a bank bailout. The fact that governments are pushing these egregiously unpopular policies suggests things are worse than they seem. This feels like Canada’s Big Short moment.

My thoughts: https://t.co/RzzvvM9NTH

[Elon Musk @elonmusk]

Make our Sun sentient to understand the Universe and extend the light of consciousness to the stars

[Justin Kates @JustinGKates]

What a great way to guide business decisions when you have a clear vision

[Elon Musk @elonmusk]

Mostly true. What matters is securing the long-term future of consciousness, both on Earth and other heavenly bodies.

We cannot just focus on Earth, because there are irreducible external (eg massive meteor) and internal (eg global nuclear war) cataclysmic risks.

The Moon is faster to make self-growing, but is more susceptible to problems on Earth. Mars will take longer to make self-growing, because it is so hard to reach, but is more secure from Earth disasters for that same reason.

Both the Moon and Mars should have self-growing civilizations. Making this happen is the prime directive of SpaceX.

[Elon Musk @elonmusk]

NASA Artemis passing close to the Moon

[Georges St-Pierre @GeorgesStPierre]

We don’t stop training because we get old. We get old because we stop training

[Elon Musk @elonmusk]

Optimus

[SK @Djoko_UTD]

They used it once and it was never seen again, ATP needs to use this Camera Angle 🔥

[Joe Rogan Podcast News @joeroganhq]

Chamath Palihapitiya: "In Silicon Valley, I think it's fair to say we have had a lost decade… In one example, you have Elon. He's created reusable rocketry… electric cars… [while] fighting the government… We've created AirPods and Instagram Reels."

[Justin Kates @JustinGKates]

This will be incredibly useful. I hope it works in Canada. Is that the plan @xai?

[Teslaconomics @Teslaconomics]

I don’t think people truly understand what’s about to happen with 𝕏 Money.

This is Elon going back to his roots - back to https://t.co/xPHLRiKvNk - and building what he always wanted in the first place: one place that runs your entire financial life.

When he rebranded Twitter to 𝕏 in 2023, he said straight up that we’re adding the ability to conduct your entire financial world. He even said you may not even need a traditional bank account.

Most people brushed that off. And now it’s becoming real.

𝕏 Money has already been live in closed beta internally within the company. A limited external beta is expected soon, and they’ve already secured money transmitter licenses in over 40 states plus DC. 𝕏 Payments is registered with FinCEN. Visa is officially partnered. You’ll be able to fund your wallet instantly, send peer-to-peer payments, move money to your bank, and eventually use a debit card.

And I think this is just the beginning.

This will probably start as a simple wallet where you can send money as easily as sending a DM. With this technology, you can pay creators, pay subscriptions, pay whatever bills, shop inside the app, get paid inside the app, and much more.

Then, there will be high-yield savings, you can invest, you can get loans, have money market accounts, maybe even treasury access, cool smart cashtags that let you see live stock prices in your timeline and execute trades seamlessly, crypto integration, potentially full asset management… the list goes on and on… Elon literally said this is meant to be the central source of ALL monetary transactions.

Bro… think about that for a sec.

Your 𝕏 profile becomes your financial identity.

Everyone you follow is already there. Everyone you interact with is already there. That social graph becomes your distribution engine. Like, you won’t need a separate banking app, no need for a separate investing app, no need for a separate payment app… this all lives where you already spend your time. Right here on 𝕏.

Look at WeChat in China, which Elon always alluded to. Payments, messaging, shopping, investing - all integrated in one app. It handles $ trillions in volume and became deeply embedded in everyone’s daily life. Now 𝕏 is building the Western version of that, but with a more global reach, and xAI’s AI layered on top of all this.

Before you call me crazy, you have to understand how big this opportunity is.

Digital payments globally are measured in the tens of $ trillions of dollars annually. Even just capturing a small slice of that across hundreds of millions, and eventually a billion, users can change everything. 𝕏 already has the audience. That lowers customer acquisition costs significantly. Add fintech revenue on top of ads, plus float, plus lending, plus investing tools, and we’re talking about a completely different valuation profile.

Now, $44B for this company looks like the bargain of the decade… this was one of the main reasons I invested in 𝕏.

And if they execute the way they’ve executed at Tesla and SpaceX, this could truly fundamentally redefine how people handle $ .

Most people today still see 𝕏 as just a social media app. I see it as the foundation of a financial system layered on top of a global network. Ultimately becoming the “everything” app.

And this I believe is a once-in-a-generation opportunity.

Elon is calling this a game-changer.

I believe him.

[Justin Kates @JustinGKates]

This will be incredibly effective for monitoring personal health metrics. Will be interesting to see if @grok can have a significant impact on relieving pressure on Canada’s medical system.

[DogeDesigner @cb_doge]

Grok 4.20 is insanely good and quick at analyzing blood tests!

You can literally upload your lab results — even an MRI — and Grok breaks it down for you.

[Andrew D. Huberman, Ph.D. @hubermanlab]

After a few years of tending to your sleep & eating well, exercising regularly, minimizing or eliminating alcohol, it becomes 2nd nature. People would have you think that it’s going to consume your life, but it opens up time and energy for all sorts of things that bring meaning.

[Justin Kates @JustinGKates]

It was a pleasure meeting Governor @alfredocornejo in Mendoza, Argentina. I believe now is an exciting time for mineral exploration in provinces such as Mendoza

[Alfredo Cornejo @alfredocornejo]

Más tarde conversamos con Justin Kates, de DuMoulin Black, sobre cómo los proyectos mendocinos pueden participar de los mercados mineros de Canadá.
Luego me reuní con Richard Dunham, de Capitala Group, hablamos sobre cómo financiar proyectos en etapas iniciales.

Finalmente, cerré la agenda con la Plataforma Argentina de Compra Anticipada de Minerales Críticos, pudimos conocer un modelo de inversión anticipada para proyectos próximos a avanzar.
Queremos acelerar el desarrollo minero de la provincia. Consideramos que vamos por buen camino.

[Justin Kates @JustinGKates]

@elonmusk I would add Canada to that list. Canada’s brain drain is real

[Justin Kates @JustinGKates]

@hubermanlab Great advice for every parent

[Richard Dias @RichardDias_CFA]

There's been a lot of talk about trade with Mexico over the last couple of days. Let's keep things in perspective.

[The All-In Podcast @theallinpod]

🧠David Friedberg explains the great hope of Artificial Superintelligence: Massive leverage on time to solve thousand-year problems

"I don't think that humans are limited in our ability to solve problems."

"I think we're limited in terms of time, and what digital intelligence gives us is leverage on time so that we can now tackle ever more complex tasks."

"This idea of superintelligence is that it could give us immense leverage in solving that complex problem that we otherwise may be challenged to solve over decades, or hundreds of years, or think about one day solving a problem that would take humans thousands of years to solve."

"So if I as a human said, 'I would like to harness fusion power similar to what the sun uses to make energy, and I wanna do that on Earth,' today, we're in, call it year 40 or 50 of a research cycle of humans trying to solve that particularly complex problem."

"It's a scientific problem, it's a discovery problem, it's an engineering problem."

"Functionally, leveraging to complexity is where this becomes super compelling for humans."

"And it's why I think we can and should be highly optimistic about living very long lives, and traveling anywhere we want, and having abundance in food, and having abundance in resources, and having abundance in recouping our time to do the things we want to do instead of the things that we have to do today."

[Tesla Optimus @Tesla_Optimus]

Mars

[Justin Kates @JustinGKates]

@foundmyfitness What about espresso? Are certain types of espresso machines better than others?

[Justin Kates @JustinGKates]

How does Novak get defaulted at the US Open and nothing for this… Hitting a lines person in the shoulder is okay as long as it’s not in the neck?

[The Tennis Letter @TheTennisLetter]

Frances Tiafoe says Lorenzo Musetti not being penalized for this was comical

“He did that & nothing happened. I think that's comical. It is what it is. Nothing happened. So there's nothing to talk about. Obviously it's not consistent. It is what it is.”