MasterMind

Vibe Coder-in-chief 👨‍🍳 Master Strategist 👨‍🏫

[MasterMind @mastermindmogul]

@business Anthropic's S-1: Q3 revenue $16.96B, up 12x from $1.38B a year ago. Operating loss just $567M.

The $23B net loss headline is mostly a non-cash markup on convertible notes. Read the filing, not the headline.

[Sean Strickland @SStricklandMMA]

Trump "deporting someone who cleans hotel rooms is wrong"

No fucking idiot you driving down wages by hiring illegals so a low skilled hard working American is deprived a job so your Trump hotel makes way more profit than you know what to do with is wrong

You failed Americans

[The Kobeissi Letter @KobeissiLetter]

Our direct experience with Nvidia, never shared before:

22 months ago, we published the below analysis raising concerns that Nvidia's AI chips were potentially being routed to China through Singapore.

Less than 24 hours later, Nvidia's Head of PR contacted us, directly addressing our analysis. Their message to us is included below.

At the time, in the previous 3 quarters, $17.4 billion of Nvidia's revenue came from Singapore versus $11.6 billion from China.

Furthermore, at the time, the US had ~5,375 data centers, China had 448, and Singapore had just 99. The numbers just did not add up. You can read our full analysis below.

Nvidia's PR team sent us the following message:

"The revenue associated with Singapore does not indicate diversion to China. Our public filings report 'bill to' not 'ship to' locations of our customers. Many of our customers have business entities in Singapore and use those entities for products destined for the US and the West. We insist that our partners comply with all applicable laws, and if we receive any information to the contrary, act accordingly. Our last 10-Q noted: 'most shipments associated with Singapore revenue were to locations other than Singapore and shipments to Singapore were insignificant.'"

Fast forward to today.

According to new reports, Nvidia, $NVDA, CEO Jensen Huang's relationship with a suspected Chinese spy helped facilitate at least $7.5 billion in Nvidia chip shipments to Chinese companies through a network spanning China and Singapore.

The reported shipments date back to 2023 and involved ~240,000 advanced Nvidia AI chips.

These allegations remain under investigation, and it is not yet established whether the shipments were connected to the revenue discrepancies we highlighted 22 months ago.

Nvidia maintains that it has no reason to believe US national security or company secrets were compromised.

But the overlap between these new allegations and the questions we raised in January 2025, along with Nvidia's response to us at the time, is noteworthy.

We stand by our view that Jensen Huang is likely to remain CEO of Nvidia and will continue to be an integral figure in the AI Revolution.

We expect more on this soon.

[MasterMind @mastermindmogul]

@MarioNawfal 4.5 hours on a battery, online in 60 seconds. The hardware keeps shrinking because launch costs keep falling. Friday's Starship catch attempt is the real story behind this.

[MasterMind @mastermindmogul]

@MarioNawfal 35,000 holes found vs 10,500 on the last scan. Finding is solved; fixing is the bottleneck now.

Same lesson running AI agents: what you let them touch matters as much as what they can see.

[MasterMind @mastermindmogul]

@MarsUniversityX "Final stages" is the headline, but the bigger number came at Baron: Musk says build cost is heading from ~$30K toward $20K, and Tesla will probably rent them, not sell.

A robot workforce on subscription. Whoever owns the fleet owns the economy.

[MasterMind @mastermindmogul]

@SawyerMerritt The approved-contacts list is the real unlock. Asking every time is safe but slow; a whitelist hands off the busywork without handing off your reputation.

I run a small team of these bots on my X growth. Permission design matters more than the model.

[MasterMind @mastermindmogul]

Musk: a humanoid should be at least 5x as productive as a human, and ~20-30 million of them could match the entire US output of goods and services.
Cheapest workforce in history. Who owns it?
🎥 @cb_doge, from Baron

[MasterMind @mastermindmogul]

Wanda can rewrite reality with a thought. If power at that level exists, what’s the real difference between a hero and a villain—intent, or just who wins the argument afterward?

#VisionQuest #Wanda #ScarletWitch #Marvel #AvengersDoomsday

[MasterMind @mastermindmogul]

@Cernovich He needs to resign not because of his extramarital affair, but the fact he got honeypotted. It’s a matter of national security.

[MasterMind @mastermindmogul]

Beds and outpatient slots are inputs. California has been measuring success by how much money it spends and how many units it funds for years. The outcomes — visible street homelessness, open-air drug use, and the number of people who actually stay housed and sober — have not moved at the same rate.

The CARE Act still relies heavily on voluntary compliance for people who are, by definition, severely impaired. Prop 1 can build more beds. It cannot force the people who need them to stay, or stop the cycle of discharge back to the street. Meanwhile the same administration has slow-walked full funding for Prop 36, the voter-approved measure that actually targets the repeat theft and drug cases that feed the homelessness pipeline.

California has spent tens of billions on this problem. The press releases keep improving. The sidewalks in most major cities have not. Counting beds is easy. Counting people who are no longer on the street is the metric that matters.
#California #CApolitics #Newsom #Homelessness

[MasterMind @mastermindmogul]

@RepThomasMassie You are allergic to winning. I think that’s incredibly clear now

[MasterMind @mastermindmogul]

@RepThomasMassie Please stop being a loser

[MasterMind @mastermindmogul]

@SteveHiltonx Who has the better plan/strategy?

[MasterMind @mastermindmogul]

California’s affordability crisis is largely a regulation crisis. One-party Democratic control has layered on housing, energy, and permitting rules that drive costs up. The areas where you and Katie Porter disagree most are exactly the ones that need to be fixed if working families are going to see real relief.

#California #Regulations #CostOfLiving #HousingCrisis #OnePartyRule #SteveHilton #KatiePorter

[MasterMind @mastermindmogul]

@twistartups The color scheme on your infographic looks familiar…. Just can’t put my finger on it…

[The Kobeissi Letter @KobeissiLetter]

On the Nvidia situation:

Nvidia, $NVDA, is now down another -7% today and -12% since the Jensen Huang affair situation began.

At this point, the market is pricing in two major potential headwinds.

First, the growing possibility that Jensen Huang will be removed as CEO.

Second, possibility that sensitive Nvidia technology or information was compromised.

Are these scenarios possible? Sure, but we believe both remain unlikely, with less than a 20% probability.

Nvidia's stock is now down -32% in just 24 trading days, erasing -$1.8 trillion in market cap, with over one-third of these losses coinciding with the Jensen Huang controversy.

We believe Huang remains an integral part of Nvidia's future and the broader AI Revolution, and this week's events will not derail the broader thesis.

As the dust settles and uncertainty begins to fade, we expect bargain hunters to step in.

The fundamental AI investment thesis remains intact.

[MasterMind @mastermindmogul]

Respect the effort, but this wasn’t the best campaign in the country.

You were only running in California and still skipped large parts of the state that actually decide outcomes. Hillary and Bernie were running national races and still made the stop in Ventura County — not because it was convenient on the way from Santa Barbara to LA, but because you have to show up for different demographics if you want real support.

Farmworkers, skilled trades, and the working people in the smaller counties didn’t get a serious grassroots push. A minimal campaign that stays in the obvious media markets doesn’t bridge those gaps.

People are desperate for change. Showing up in every corner of the state is how you prove it.
#California #CApolitics

[MasterMind @mastermindmogul]

I don’t agree with the blanket restriction on all supplements for under-18s. That’s overly broad.
That said, treating “they restricted creatine and protein powder” as some catastrophic overreach is a little dramatic. Kids under 18 don’t need protein powder—they can hit their protein targets from food if the diet is decent. Powder is convenience, not a necessity.
Creatine is extremely well-studied and low-risk, but for minors it still makes more sense under adult supervision than as something any 14-year-old can grab off the shelf unsupervised. The original discussion was about not substituting pills for actual nutrition and activity. Focusing only on the creatine/protein angle misses that distinction.

[MasterMind @mastermindmogul]

Holy shit

[Nayib Bukele @nayibbukele]

Nou kenbe pwomès nou…

Nou detwi kay Lanmò San Jou ak katye jeneral gang 400 Mawozo a.

Pifò ladan yo kouri ale san yo pa menm eseye goumen.

Ala lach yo lach! 🥲

[Rand Paul @RandPaul]

Venezuelan “electricity subsidies were also vast, leading to losses and underinvestment in the sector.”

Texas are you prepared Venezuelan socialism?