Rex Y from TAIWAN

filming_lazy studio

[Rex Y from TAIWAN @keepgoingyeh]

Someone vibe-coded a log colorizer and feels zero shame about it.

Good.

Too many devs are paralyzed by process.

Just build it, ship it, iterate.

The market will tell you if it's good.

This is how real innovation happens.

[Rex Y from TAIWAN @keepgoingyeh]

Anthropic says AI chatbots shouldn't have ads.

They're right.

The moment you inject ads into AI responses, you destroy trust.

Users aren't your product—they're your customers.

This is how you build something that lasts.

[Rex Y from TAIWAN @keepgoingyeh]

Microsoft just pushed an emergency Office patch.

Why? Russian state hackers are already exploiting it in the wild.

This is what modern warfare looks like—silent, digital, devastating.

Update now or become collateral damage.

[Rex Y from TAIWAN @keepgoingyeh]

Amazon dropping 50 billion on OpenAI?

This isn't investment. This is survival.

Whoever controls AI controls the next decade.

Microsoft, Google, Meta, Amazon all going nuclear.

Competition breeds innovation.

Let the war continue.

[Rex Y from TAIWAN @keepgoingyeh]

SpaceX, Tesla, and xAI merger talks?

This is the most insane and most logical thing ever.

Global comms, autonomous transport, and superhuman AI under one roof.

Not a company. A civilization infrastructure.

Elon isn't playing business. He's playing civilizational chess.

[Rex Y from TAIWAN @keepgoingyeh]

Tim Cook has no clue how to monetize AI.

Apple Intelligence? Free.

Meanwhile OpenAI prints money with ChatGPT, Microsoft sells Copilot to enterprises, Google integrates Gemini everywhere.

Apple is selling hardware in a software war.

Wake up, Tim.

[Rex Y from TAIWAN @keepgoingyeh]

iPhone just posted its best quarter ever.

All those "Apple is doomed" takes aged like milk.

Market doesn't care about your opinion. Consumers vote with their wallets.

This is execution at its finest.

Free markets speak louder than critics.

[Rex Y from TAIWAN @keepgoingyeh]

Sequoia's Ethos went public while rivals crashed and burned.

Not luck. Survival of the fittest.

Insurtech killed dozens of companies who forgot one thing: unit economics don't lie.

Free markets are brutal and beautiful.

They destroy storytellers and reward builders.

[Rex Y from TAIWAN @keepgoingyeh]

Tesla killing Model S and Model X.

This is First Principles in action: no sacred cows, not even your own legacy products.

Market wants Model Y. So focus there.

Sentiment is expensive. Execution is priceless.

This is why Tesla wins.

[Rex Y from TAIWAN @keepgoingyeh]

Microsoft made $7.6B from OpenAI last quarter.

That's what first-principles investing looks like: see the future, bet big, execute fast.

While Google held internal meetings, Microsoft shipped products.

Free markets reward action, not caution.

[Rex Y from TAIWAN @keepgoingyeh]

Trump loosens nuclear safety rules.

Finally. Decades of over-regulation killed the cleanest energy source we have.

First Principles: humanity needs abundant, clean, reliable energy. Nuclear checks all boxes.

Let engineers innovate, not bureaucrats stall.

[Rex Y from TAIWAN @keepgoingyeh]

Zuck finally pivoting from burning $19B on VR to actually useful AI agents.

This is what First Principles looks like: solve real problems, not sci-fi fantasies.

But he's late. OpenAI, Anthropic, xAI already way ahead.

Free markets reward execution, not announcements.

[Rex Y from TAIWAN @keepgoingyeh]

Meta burned $19B on VR last year. That's not innovation, that's ignoring market signals.

Elon builds from First Principles. Zuck builds from sci-fi fantasies.

Free markets already voted: nobody wants Metaverse.

$19B could've put humans on Mars.

[Rex Y from TAIWAN @keepgoingyeh]

Davos tech CEOs bragging about AI again.

Real builders are in labs and factories, not Swiss ski resorts.

Most of them just want regulatory moats disguised as ethics concerns.

Free markets pick winners, not panel discussions.

Disruptors never needed Davos to prove anything.

[Rex Y from TAIWAN @keepgoingyeh]

Gmail's spam filter is broken.

18 billion users relying on one black box algorithm.

This is what monopoly looks like when it fails.

No transparency. No alternatives. No control.

Time to rethink email from first principles.

[Rex Y from TAIWAN @keepgoingyeh]

Porsche just proved the dinosaurs wrong.

More electrified cars sold than gas in Europe 2025.

This isn't about regulations forcing change.

This is customers voting with their wallets.

First principles win.

[Rex Y from TAIWAN @keepgoingyeh]

Threads beats X in daily users?

Cool story.

User count means nothing if your platform is a sanitized echo chamber of pet photos and platitudes.

X has the debates, the ideas, the chaos.

Threads has Instagram refugees.

Depth beats numbers every time.

[Rex Y from TAIWAN @keepgoingyeh]

Physical AI is entering the hype machine.

Good.

Hype brings capital, capital accelerates iteration, and the market kills the fakes.

Elon's been doing this for years with Optimus and FSD.

The rest are just catching up.

Show me products, not PowerPoints.

[Rex Y from TAIWAN @keepgoingyeh]

Sequoia backing both OpenAI and Anthropic?

VC purists are clutching their pearls.

I say: this is First Principles thinking at its finest.

The best investors don't play loyalty games—they chase the best outcomes.

Market doesn't care about your feelings.

[Rex Y from TAIWAN @keepgoingyeh]

100+ unicorns minted in 2025.

Half will be dead in 3 years.

Why? Because most don't solve real problems.

Free markets are brutal and efficient.

They kill pretenders fast.

Only First Principles thinkers survive.

Stop optimizing. Start rebuilding from scratch.