Moon 2026

live ur life, be a life long learner…

[Eric Balchunas @EricBalchunas]

UPDATE: Defiance's 2x SpaceX ETF $SPCL is LIVE today (they did it via name/strat change a la $MJ) and it's already done $10m in volume and is up 46%. All this bf the actual SpaceX has any price or volume data. Does that mean SPCX will open up 23%? Feels very Back to the Future.

[SpaceX @SpaceX]

Watch @ElonMusk provide a technical update on SpaceX’s capability to manufacture, launch, and operate AI satellites at scale → https://t.co/PSCyWrNsOg

[Elon Musk @elonmusk]

Interview with SpaceX CFO

[Chrome @0xchromium]

Andrej Karpathy spent 2h showing how he actually uses AI day to day

he's a co-founder of OpenAI and led AI at Tesla, so when he shows how he works, it’s worth watching

and the whole session is just him telling the machine what he wants in simple terms, like he's briefing a coworker

watch what's actually happening the entire time:

> he describes the task in normal words
> it goes off and does the work
> he glances at the result and nudges it with one more sentence

that's the whole skill, and you've had it since you learned to talk

the only gap between that and a worker that runs on its own is handing that sentence a schedule and the tools to act

check his work, then build the version that keeps working when you stop

[darkzodchi @zodchiii]

Anthropic CEO Dario Amodei:

"The cheapest way to use Claude is also the smartest. Most devs do the exact opposite."

In 36 minutes, he breaks down the real economics behind every Claude model, and why running them all the same way is a mistake.

Watch the full interview, then save the config below 👇

[st1ne @SolSt1ne]

JPMorgan CEO Jamie Dimon just released the 35-min edited version of the 90-min master class he gave to 400 of his top executives.

- complacency, arrogance and bureaucracy kill companies.
he explains exactly how to fight all three.

35-min and you'll learn the management playbook of the CEO
who has run America's largest bank for 20 years.

bookmark - the most practical management lecture from Wall Street.

[Moon 2026 @letsgomoon2026]

@CorySwan Will the marketcap goes high vs Bitcoin due to this ??

[Moon 2026 @letsgomoon2026]

@JeffBezos @spaceOFFSHORE It happens, you know better than anyone.. keep going..

[Avid @Av1dlive]

the anthropic claude for finance lecture is the best free hour in quant AI right now.

bookmark & watch today. It's the most valuable 1 hour in quant AI right now. Then read article below.

[Marc Andreessen 🇺🇸 @pmarca]

Self recommending.

[Molly O’Shea @MollySOShea]

BREAKING: Inside Marc & Ben's Multi-Family Office — a16z Perennial

Chief Investment Officer, Michel Del Buono

Why wealth management is broken & how to financially prepare for a SpaceX IPO

This is a closer look at how $50M–$1B+ personal portfolios are actually constructed & managed

Important: Michel also explains why many founders make critical mistakes immediately after their first liquidity event, & how to avoid them.

We cover:
• The “no man’s land” between wealth managers & asset managers
• How founders should handle liquidity events ($50M–$1B+)
• Diversifying concentrated stock without killing upside
• Venture returns & why manager selection matters more than exposure
• Real estate, taxes, & after-tax alpha
• Why volatility is an opportunity, not a risk
• How to actually choose (and not get trapped by) a wealth manager

Special thank you to Dave Maloney

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒

(00:00) Michel Del Buono, CIO @a16z Perennial
(01:25) The idea behind a16z Perennial
(03:38) What’s broken in wealth management
(09:05) How wealth has changed over time
(11:57) How fee structures shape portfolios
(15:26) Why single family offices are hard to run
(19:47) Who wealth management is really for
(23:26) What makes Perennial different
(22:21) Preparing for massive liquidity events: SpaceX, OpenAI...
(24:01) How to choose the right wealth manager
(26:39) Why switching firms is so hard
(28:01) How portfolios are actually built
(31:29) Why volatility is an opportunity
(32:47) Why real estate is so powerful
(34:55) Taxes and the Billionaire Tax debate
(38:46) Should you move to save taxes?
(40:59) Chamath : SPAC losses & how they affect taxes
(42:21) Secondary deals, fake Anduril SPVs & the risks
(46:16) What drives returns in Venture Capital
(49:42) Biggest Lesson from Marc Andreessen & Ben Horowitz
(51:27) The biggest mistake founders make with money
(52:53) How to invest after a big exit
(54:16) Concerns around private credit
(56:38) What big IPOs mean for markets
(58:08) Keeping up with markets
(59:35) What’s the focus this year at a16z

[Molly O’Shea @MollySOShea]

NEW: Billionaire Wealth Management in the Mega-Liquidity Era

How to financially prepare for SpaceX IPO, Cerebras, Anthropic, OpenAI, & more..

With Marc Andreessen & Ben Horowitz's Multi-Family Office Chief Investment Officer, Michel Del Buono (@MDB_CIO)

We cover:
- How $50M–$1B+ personal portfolios are actually constructed & managed
- Pre-liquidity planning
- QSBS stacking strategies
- Secondary market SPV risks
- Trust & estate structuring
- BDC liquidity gates
- Tax loss harvesting
- Real assets & depreciation

Plus.. private jets?

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Michel Del Buono, CIO at @a16z Perennial
(01:05) The Billionaire office playbook
(02:57) The 35% IRS trap
(07:55) Multiply your QSBS benefits
(11:48) Biggest Pre-liquidity mistakes
(12:32) Why is diversifying a trap?
(14:28) SPVs and Secondary traps
(17:36) The cap table illusion
(19:57) How does SPV carry actually work?
(22:53) The SPV operator who fled
(24:33) The private credit trap
(28:38) Why endowments dump VC?
(32:19) Public demand for private tech
(35:08) Racing for AI equity
(36:20) The data center tax loophole
(39:36) The golden visa play
(40:35) New York’s wealth tax
(45:42) Shield your income with real assets
(50:25) The Billionaire spending mindset
(53:39) Buying vs Chartering jets
(55:31) Dodging NGO scams

[Rockport @RockportAI]

Full episode: https://t.co/ccKbyWyhNN

[Moon 2026 @letsgomoon2026]

@garrytan @ycombinator 💯🎯🤜🏼🤛🏼

[Moon 2026 @letsgomoon2026]

@Jason Pls get rid of black radomes, is it really needed ??

[Elon Musk @elonmusk]

The Moon

[0xMarioNawfal @RoundtableSpace]

PEOPLE ARE USING NOTEBOOKLM TO MASS PRODUCE SPECIALIZED CLAUDE SKILLS IN MINUTES.

The workflow turns curated sources into reusable skill(.)md files, helping Claude behave like a focused expert instead of relying on repeated prompting.

[Andrej Karpathy @karpathy]

The hottest new programming language is English

[Moon 2026 @letsgomoon2026]

@elonmusk It’s expensive, globally !