Ken Castillo

Nature Boy...the greatest thing you'll ever learn is...WOO!

[Interesting things @awkwardgoogle]

The way soldiers fold T-shirts in the military is so fast and precise that it almost looks like a machine did it

[Anish Jaitwar @AnishJaitwar]

Sam Altman (CEO of OpenAI):

"You no longer need to write prompts."

In just 38 minutes, he explains how to use ChatGPT at a level that most people can't even imagine.

It's a talk he gave to Stanford students. A friend sent me the recording last night.

After watching it, I realized I was only taking advantage of about 15% of what this tool can really do.

Watch it in full and then read the guide I leave below on how to create a system that prompts itself.

Follow @AnishJaitwar for more

[Tigerflow @tigerfl0w]

A hedge fund returned 50% a year for ten years straight. In 2005 the man who ran it sat on a desk at Columbia and taught the entire method to 30 students for free. No bank, no fund, no business school has ever promoted the recording.

His name is Joel Greenblatt. He ran Gotham Capital from 1985 to 1994. Almost nobody sustains 50% annually for a single year. He did it for ten. Then in 1995 he returned all outside capital, kept running his own money, and walked into a classroom.

The first lecture is about corners of the market where the usual buyers are structurally forced to sell regardless of price. Spinoffs, restructurings, situations where an index fund must dump a stock the day it leaves the index. He does not teach a screener or a formula. He teaches why these corners exist at all, and why they keep existing after everybody knows about them.

The uncomfortable part is what he says about diversification. He held very few positions. It runs directly against everything the business school teaches two floors down. Columbia charges $80K a year in tuition. The man upstairs gave away the method for free.

Every screener is free now. Every filing is searchable. The constraint was never information. It was knowing which information to ignore.

Filmed from the back row, audio uneven, students blocking the frame. He gave away 50% a year to a room of 30 people. Almost nobody traded on it.

One classroom. One camera. The full lecture is free. It is in the video.

[Isa @isssa0x]

A dead MIT professor accidentally destroyed the $20 billion executive coaching industry with one hour of lecture, and ten million people have already watched him do it.

He filmed it once in January 2018 and died eighteen months later.

Executive coaches charge fifteen thousand dollars a session to teach a third of what he covered in that one hour for free.

His name was Patrick Winston. He ran the MIT Artificial Intelligence Laboratory from 1972 to 1997 and wrote the AI textbook every computer science major in the world read for thirty years.

Every January for four decades, he gave a lecture called "How to Speak."

His entire framework fits on a napkin.

Do not read. Be in the image. Keep images simple. Eliminate clutter. Start with an empathetic connection. End with a punch line the audience can repeat over dinner. Never open with a joke. Never end with "thank you."

That last rule alone has probably cost the executive coaching industry a hundred million dollars.

"Your success in life will be determined largely by your ability to speak, your ability to write, and the quality of your ideas. In that order."

That is the actual opening line of the lecture. Winston believed it strongly enough to spend fifty years teaching computer scientists how to talk.

Founders spend $80,000 on an MBA and then hire a communications coach to teach them the same material Winston filmed once for free. Engineers write brilliant code and lose promotions to teammates who watched this lecture on the train.

The lecture is free on MIT OpenCourseWare. The textbook is free on his page.

Winston died in 2019. Almost none of the ten million viewers have actually implemented the four rules on the napkin.

The napkin is free. The willingness to actually use it in your next meeting is the entire edge.

[Ken Castillo @kenbcastillo]

https://t.co/WgfJJrliKz

[Ken Castillo @kenbcastillo]

Prediction: SpaceX Will Reach This Price in July (Hint: It's Going to Plummet) | The Motley Fool https://t.co/AmwEqbB5BC

[Ken Castillo @kenbcastillo]

I want to be a 7ft. Starfish...
#IYKYK

[Crypto Rover @cryptorover]

🚨 THIS MAY BE THE MOST MANIPULATED VALUATION THE STOCK MARKET HAS EVER SEEN.

Only 4% of SpaceX shares are actually trading right now.

The entire $2.5T valuation is being calculated from a tiny sliver of shares while 96% of the company remains locked up.

This is the stock market version of a crypto FDV scam.

In crypto, people separate:

• Circulating Market Cap
• Fully Diluted Valuation (FDV)

Because everyone knows a token with only 4% circulating supply can look massively overpriced once the rest unlocks.

SpaceX right now is being valued almost entirely on its FDV.

The real “circulating” value of SpaceX is closer to $90-120 billion based on the actual tradable float.

And the craziest part?

The rules were literally changed right before the IPO.

Nasdaq removed its 10% float requirement.
Cut seasoning periods to 15 days.
And added special float multipliers that massively boosted SpaceX’s index weight.

Then trillions of dollars in passive ETFs were forced to buy the stock regardless of valuation.

That created artificial demand for an artificially tiny float.

Now look at the fundamentals.

SpaceX generated just $18.7B in revenue last year.

Amazon generated $717B.

Yet SpaceX briefly traded near Amazon’s valuation.

SpaceX is valued like the 4th largest company on earth while not even ranking inside the top 100 globally by revenue.

And unlike Nvidia, Microsoft, or Amazon:

SpaceX is currently LOSING money.

The company went from an $8B profit in 2024 to a $4.9B loss after absorbing xAI’s massive cash burn.

The stock is trading at roughly 110-130x sales.

The S&P 500 average is 3.5x.

Nvidia trades around 20x.

And this is where it gets dangerous:

The current float structure does not last.

Between August and December, the float could expand roughly 13x as insider lockups begin expiring.

That means billions of additional shares may eventually hit the market after the current price was established using only 4% supply.

Crypto investors have seen this movie many times before.

And what comes after that is always a CRASH.

[Ken Castillo @kenbcastillo]

Former Tesla board member issues candid message on SpaceX stock | SPCX - TheStreet https://t.co/iRLrLbwgZb

[Gretchen Montgomery Willock @gmontgomerymd]

Omg…..I have no words!!!

Just a bird’s eye view from our family to yours……

Best debut EVER!!

He’s home Chicago!!

[Ken Castillo @kenbcastillo]

https://t.co/jNaXzW6ma3

[Ken Castillo @kenbcastillo]

"It's not about your mouth, it's about your butthole..."
#IYKYK
Dave Growl/Sean Evans

[Colston Loveland @CLoveFanClub]

Jordan Love completes a play action pass for 7 yards

Packer fans:

[DeMar DeRozan @DeMar_DeRozan]

Ayooooo!!!

[shut up, josh @ChiefJosheola]

School Shooting: There’s nothing we can do about this. Don’t politicize these tragedies.

Political Shooting: We need a $400 million bunker built immediately and you hate America if you don’t agree.

[Henry Martinez @HenryMa79561893]

Cole Allen

[NBA @NBA]

"You play the game for games like this. For moments like this."

Ayo Dosunmu's career game lifts the Timberwolves to a gutsy victory on an emotional night... taking a 3-1 lead in Round 1 💯

@AyoDos_11: 43 POINTS, 13-17 FGM

[BullsMuse @BullsMuse_]

Ayo Dosunmu in tonight’s win:

43 PTS (NBA CAREER-HIGH)
4 REB
13/17 FG
5/5 3FG
12/12 FT
96.5 TS%

NO ANT, NO PROBLEM. CHICAGO KILLER.

[Bleacher Report @BleacherReport]

AYO DOSUNMU LEGACY GAME OFF THE BENCH TO GIVE WOLVES 3-1 LEAD OVER NUGGETS 🤯🚨

43 PTS
13-17 FG
100% 3FG

STEPPED UP WHEN THEY NEEDED HIM MOST 😤

[Timberwolves Clips @WolvesClips]

“I just be riding, you know? I just ride with my teammates. It’s a rivalry, they say what it is, and I’m just riding with em. That’s just how I am, that’s how I was raised. I’m with em. Whatever they with I’m with”

- Ayo Dosunmu on embracing the Denver-Minnesota rivalry