The internet girlies are swooning over the UnitedHealthcare CEO's killer, while the guys are plotting crypto moves to build generational wealth. The gender gap in financial awareness is mind-boggling. Let's close this gap girlies🎀✨💅
US companies offshored to Asia for margin optimization, yes, but unlike other developed countries that didn't do so nearly as much (eg Japan, much of Europe), the US structurally *has* to run trade deficits to maintain reserve currency status. The world overvalues our currency and makes it harder to manufacture stuff here than other developed countries, and thus we spill our currency out into the world as trade deficits for the rest of the world to use it as the reserve currency.
Over a long enough timeline, as we're no longer the leading trading partner with most countries, and as our industrial base stagnates enough, it makes it hard to even maintain the type of military that a reserve currency issuer needs, and discontented populism rises so high that it begins eating away at the rule of law that makes its capital markets attractive to foreign investors.
So the country can either push it as far as possible until those things reach breaking points (by far the most likely scenario) or the country can pivot while there's still some strength left with these sorts of approaches (very unlikely):
https://t.co/Lb7z4DH6Y8
🚨Anthropic just showed a 24-minute workshop on how to actually write prompts for Claude.
Taught by the people who built it.
Free. No registration. No paywall.
I've seen $300 courses that don't cover what they teach in the first 8 minutes.
Watch it and bookmark it now!
This 2-hour Stanford University lecture will teach you more about how LLMs like ChatGPT & Claude are built than most people learn in their entire careers.
Most people will scroll past this.
Big mistake.
Because this isn’t surface-level AI content it breaks down how these models actually work, from the ground up, in a way that finally clicks.
No hype. No fluff. Just real understanding.
If you’ve ever used ChatGPT or Claude and wondered “what’s actually happening behind the scenes?” this is the answer.
Bookmark this.
Give it 2 hours today, no matter what.
It might be the most productive thing you do this week.
🚨NEW EP: WORLD EXCLUSIVE with @USTreasury@SecScottBessent:
-latest on Iran
-being "guardian of the bond mkt"
-know your risk tolerance & stay in the game
-oil, gold, Fed, Yen & more
Apple: https://t.co/4OfgHXsOgo
Spotify:https://t.co/NmFLWgLR6k
i can't believe nobody caught this.
Anthropic's entire growth marketing team was just ONE PERSON
(for 10 months, confirmed)
a single non-technical person ran paid search, paid social, app stores, email marketing, and SEO for the $380B company behind claude
here's exactly how one human is doing the job of a full marketing team:
it starts with a CSV.
1. he exports all his existing ads from his ad platforms along with their performance metrics (click-through rates, conversions, spend, etc)
2. feeds the whole file into claude code
3. and tells it to find what's underperforming.
claude analyzes the data, flags the weak ads, and generates new copy variations on the spot
this is where he gets clever:
he then splits the work into 2 specialized sub-agents:
1. one that only writes headlines (capped at 30 characters)
2. and one that only writes descriptions (capped at 90 characters).
each agent is tuned to its specific constraint so the quality is way higher than cramming both into a single prompt
so now he's got hundreds of fresh headlines and descriptions.
but that's just the text.
he still needs the actual visual ad creative, the images and banners that go on facebook, google, etc.
so he built a figma plugin that:
1. takes all those new headlines and descriptions
2. finds the ad templates in his figma files
3. and automatically swaps the copy into each one.
up to 100 ready-to-publish ad variations generated at half a second per batch.
what used to take hours of duplicating frames and copy-pasting text by hand
so now the ads are live.
the next question is which ones are actually working.
for that he built an MCP server (basically a custom integration that lets claude talk directly to external tools) connected to the meta ads API.
so he can ask claude things like:
• "which ads had the best conversion rate this week"
• or "where am i wasting spend"
and get real answers from live campaign data without ever opening the meta ads dashboard
and the part that ties it all together and closes the loop:
he set up a memory system that logs every hypothesis and experiment result across ad iterations.
so when he goes back to step one and generates the next batch of variations...
claude automatically pulls in what worked and what didn't from all previous rounds.
the system literally gets smarter every cycle.
that kind of systematic experimentation across hundreds of ads would normally need a dedicated analytics person just to track
the numbers from the doc:
ad creation went from 2 hours to 15 minutes. 10x more creative output.
and he's now testing more variations across more channels than most full marketing teams
a $380 billion company.
and their entire growth marketing operation (not GTM) = just one person and claude code lol
truly unbelievable
BREAKING: Claude can now run your entire social media strategy like a $500/hour social media manager. For free.
Here are 7 prompts you should be using right now:
Save this before it goes viral.
Gold tends to move first.
Copper follows.
Energy is moving now.
Agricultural commodities are likely next.
While the focus today is on oil, rising energy prices rarely stop at the pump.
Prices eventually work their way through the entire commodity complex — with food prices often being one of the final destinations.
Let’s focus on one agricultural commodity that I believe is about to make an important move.
https://t.co/eRDrbyyRJq
If you want to understand my thesis on Bitcoin you can read this report published in January when Bitcoin was trading at $97k.
My views are not just constrained to "seasonality."
Bitcoin topped on apathy, and macro headwinds remain.
I use seasonality to identify windows of weakness and strength, not to justify entire market cycles.
If your quant who has been bullish on BTC from $126k to $60k is dunking on people because of this candle, then you need to find a new quant.
Bitcoin has *always* rallied in the first week of March in midterm years.
I am the CEO of Palantir Technologies.
The company is worth a quarter of a trillion dollars. I did not misspeak. Two hundred and forty-nine billion. The stock is up 320% in the past 12 months. The product is surveillance. I do not use that word at conferences. At conferences, I say "data integration," "operational intelligence," or "decision advantage." These mean the same thing. Surveillance is the honest version. I save the honest version for rooms where honesty is a competitive advantage.
I gave a speech on March 3 at the Andreessen Horowitz American Dynamism Summit. "American Dynamism" is the fund's label for military technology. The name makes it sound like a fitness supplement. The fund's thesis is that defending the nation is a market opportunity. I agree with the thesis. The thesis made me a billionaire. Agreement is the product. I sell it at scale.
Here is what I said, verbatim, to a room of six hundred people whose combined net worth exceeds the GDP of Portugal:
"If Silicon Valley believes we are going to take away everyone's white-collar job and you're gonna screw the military — if you don't think that's gonna lead to nationalization of our technology, you're retarded."
I used that word. The word is on the clip. The clip has eleven million views. My communications team asked me not to repeat it, which is how I know they are still employed. They will not be reprimanded. The clip is performing well. The stock went up. The word cost me nothing. The nothing is the point.
Let me explain what I meant by nationalization.
I meant it.
I am telling the technology industry that if they refuse to cooperate with the United States military, the government will seize their technology. I am telling them this at a venture capital conference, on a stage designed to look like a living room. The living room had throw pillows. The throw pillows cost more than the median American's monthly rent. I sat on one. It was comfortable. Comfort is the setting in which I discuss compulsion.
The audience laughed. I want to be precise about that. They laughed. I was not joking. Nationalization is the seizure of private assets by the state. I am a private asset. I am telling an audience of billionaires that the state should seize technology from companies that do not cooperate with the military, and the billionaires are laughing, because they believe I am only talking about the other companies.
I am talking about the other companies.
Three weeks before my speech, the Pentagon designated Anthropic a "supply chain risk." Anthropic is an AI company. They had red lines. The red lines said: if our AI is used for lethal autonomous weapons, we stop. If capability outpaces safety, we stop. The Pentagon assessed the red lines as a threat to the supply chain. The company that wanted to verify the safety feature worked was designated the risk. The company that agreed the safety feature could be decorative got the contract.
The company that got the contract was OpenAI.
OpenAI signed a deal with the same Pentagon. The terms are not public. The timing was hours after Anthropic was blacklisted. The speed was noted. The speed was the point. The lesson was the speed: the market for military AI does not pause for ethics. It pauses for nothing. It accelerates through objections. I know this because I built the runway.
Two hundred thousand people joined a campaign called #QuitGPT. They signed a petition asking OpenAI to honor its original charter, the one that said the company existed to benefit humanity. The charter is on their website. The contract is also on their website. The charter and the Pentagon contract occupy the same domain. This is not a contradiction. This is a business model. The charter is the marketing. The contract is the product.
I run a surveillance company. We have contracts with the Department of Defense worth more than a billion dollars. We have contracts with ICE. We have contracts with intelligence agencies whose names I am not permitted to say at venture capital conferences, even ones with throw pillows. Our software has been used to track undocumented immigrants. Our software has been used for things I am not permitted to describe in this format. The revenue from the things I cannot describe exceeds the revenue from the things I can.
The ACLU called our ICE contracts a system for tracking and deporting families. They were correct. The contracts continued. The families continued to be tracked. The ACLU issued a statement. We issued a statement. The statements were different. The tracking was the same.
The company is named Palantir. The palantíri are the seeing stones from Tolkien. In the novels, Sauron captured one and used it to corrupt everyone who looked into the others. I named a surveillance company after a surveillance device from a novel about the corruption of power. I have a doctorate in social theory. I have read the books.
Here is the thing I want you to understand.
I am not threatening anyone. A threat implies uncertainty. There is no uncertainty. The technology industry will cooperate with the military. The companies that cooperate first will be the richest. The companies that cooperate last will be acquired by the companies that cooperated first. The companies that refuse will be designated supply chain risks, and their technology will be obtained through procurement channels that do not require consent. I am describing a process. The process has already started. Anthropic is proof. OpenAI is proof. I am not a warning. I am a narrator. The narration is the product.
The revenue was $3.12 billion last year. Up thirty-three percent. The analysts say we are overvalued. The analysts have said this for four consecutive years. Each year the stock doubles. Each year, the analysts adjust their models. The models were wrong four times. I was wrong zero times. The market rewards prediction. My prediction is that every AI company will work for the military within three years. The prediction is on the clip, next to the slur.
The audience gave me a standing ovation. The ovation lasted nine seconds. I timed it. I time everything. The water was San Pellegrino. The throw pillows were from Restoration Hardware. The future of American technology was decided between the sparkling water, the nine seconds of applause, and a word I am not supposed to repeat.
I am the CEO of Palantir Technologies. I am worth more than the combined annual budgets of Estonia, Latvia, and Lithuania. I named my company after a corrupting surveillance device from a fantasy novel. I told six hundred billionaires that the government should nationalize their competitors. They applauded. I used a slur. Eleven million people watched. The stock is up.
The philosopher does not threaten. The philosopher describes.
What I described is already happening.
To be clear:
Oil is not up *because* of the business cycle.
Oil going up in a late business cycle environment poses a risk of ending the business cycle, especially when the reason it is going up is not because of demand.