chezza

Crypto Enthusiast

[Jaynit @jaynitx]

Marc Andreessen went on Chris Williamson's podcast and broke down exactly how Elon Musk runs multiple companies at once

No other CEO on Earth does this:

1. Every week, Musk shows up at each of his companies, identifies the single biggest problem that company is having that week, and fixes it. Then he does that for 52 weeks in a row. At the end of the year, each company has solved its 52 biggest problems. Meanwhile, most large companies are still having the planning meeting for the pre-planning meeting for the board presentation with the compliance review and the legal review attached.

2. This is not a new operating method. It is actually how the great industrialists of the late 1800s and early 1900s ran their companies. Henry Ford, Andrew Carnegie, Thomas Watson, who built IBM. Total devotion from the leader to fully and deeply understand what the company does, be in the trenches, talk directly to the people doing the work, and be the lead problem solver in the organization. Andreessen says he is not aware of another current CEO who operates this way.

3. The framework Musk uses is the bottleneck. In any manufacturing chain, there is always one thing holding everything up. Sometimes it is raw materials at the start. Sometimes it is warehousing at the end. Sometimes it is in the middle. The job is to find it and remove it. Musk has universalized this concept across every company he runs. In any given week, there is one main bottleneck. He micromanages the solution to that one thing and delegates almost everything else.

4. Musk delegates almost everything. Andreessen is clear about this. He is not involved in most of what his companies are doing. He is involved in the one thing that is the biggest problem right now. Once that is fixed, he moves to the next biggest problem. Everything else by definition, is running better than the bottleneck, so it does not need him.

5. When Musk identifies the bottleneck, he goes directly to the engineer who actually understands it. not the VP of engineering, not the director, not the manager. The individual contributor who has the actual technical knowledge. He sits in the room with that person and fixes the problem alongside them. He does not ask for a report to be reviewed in three weeks. he shows up at the keyboard or on the manufacturing line and works through it overnight if necessary.

6. This is why technical people who work for Musk say it was the best experience of their lives. Andreessen's framing: if you are stuck on a problem you cannot solve, Elon Musk is going to show up in his Gulfstream, sit with you in front of the keyboard, and help you figure it out. For an engineer who genuinely cares about the work, that is an almost incomprehensible level of support from the CEO of the company.

7. Business school teaches the opposite of this: management as a generic skill applicable to any industry. Soup company or a rocket company, the management principles are the same. process, balance sheet, meeting schedules, compliance, executive motivation, interpersonal conflict resolution. Andreessen says those skills are useful in many contexts. They just give you nothing; you need to do what Musk does. And Musk pushes as far as he can away from all of that so he can spend all of his time doing the things only he can do.

[Brandon Fugal @BrandonFugal]

I find it interesting that there appears to be a total media blackout & suppression pattern regarding Fauci & the recent official Tulsi Gabbard ODNI releases with new communications, emails, and notes (NOT fringe claims) challenging Fauci's sworn statements, raising serious questions on funding, COVID origins & transparency. CNN, MSNBC, ABC, CBS, NBC, NYT, & Washington Post: No prime-time segments, front-page treatments, or in-depth reporting in available searches & transcripts.

[Liz Churchill @liz_churchill10]

These 6 major Media Outlets have refused to report on DNI Tulsi Gabbard’s declassification that proves Dr. Fauci’s cover-up of the ‘Covid Pandemic’

[Dustin @r0ck3t23]

The company that taught machines to imagine just built a machine to see inside your body.

A full body medical scanner.

You step into a pool of warm water. Half a million sensors pulse ultrasonic waves through your body from every angle.

Sixty seconds. No radiation. No magnets. No claustrophobia.

A 3D map of your organs down to a fraction of a millimeter. A hundred times the speed of an MRI. A few dollars instead of thousands.

They mastered text-to-image. Now they’re doing sound-to-biology.

Midjourney isn’t putting this in a hospital. They’re building a spa.

Saunas. Cold plunges. Rooms of golden light that quietly scan your biology while you relax.

The scan is a side effect of showing up.

First location opens in San Francisco, late 2027. By 2031 they’re targeting 50,000 scanners worldwide. A billion scans per month.

Fewer than twelve of these machines at full speed could outperform every MRI on Earth combined.

Zero investors. Zero venture capital. Just subscription revenue from everyday people paying to generate AI art.

A community funded research lab just walked into the most protected industry on the planet.

We mapped the ocean floor. Photographed black holes. Sequenced the entire human genome.

And the only way to see inside your own body was to be sick enough or rich enough to justify the scan.

This inverts that.

Monthly scans. AI tracking your organs over time. Anomalies flagged years before a single symptom appears.

You stop reacting to disease and start watching for it.

At this scale, preventive imaging could avert 30% of all deaths and cut healthcare spending in half. Debate the numbers. The logic underneath is airtight.

What breaks your brain is who built it. Not a pharmaceutical giant. Not a government lab. Nine people at an AI art company.

The team that spent years teaching machines to generate things that don’t exist just built one that reveals the thing that always did.

You have lived your entire life inside a body you have never truly seen.

You’re about to.

[Dr Aseem Malhotra @DrAseemMalhotra]

This should be front page news all over the world

[CK Capital @CKCapitalxx]

This is genuinely one of the most insane technological videos i’ve ever seen.

This could be generational.

[Mike Solana @micsolana]

the purpose is not to remove young people from the internet. the purpose is to remove anonymity from the internet in a country where the government routinely punishes dissent with jail. the british caliphate is no longer free.

[Ricardo @Ric_RTP]

Wall Street just pulled off the exact move that turned 2008 from a housing problem into a global collapse.

They turned Nvidia graphics cards into bonds, stamped them investment grade, and started selling them into the funds that hold retirement money.

Here is what happened while everyone was busy arguing about whether AI stocks were overvalued:

The company at the center is CoreWeave, which rents out Nvidia chips to AI companies.

To buy those chips, it borrows enormous sums, and the collateral on the loans is the chips themselves. That alone is alarming because a graphics card LOSES most of its value within a few years as the next generation makes it obsolete.

You are lending against an asset built to rot.

In January, Nvidia invested $2 billion straight into CoreWeave, which then used borrowed money to buy more Nvidia chips.

On March 31, CoreWeave closed an $8.5 billion loan backed by its chips, and for the first time the rating agencies stamped that chip-backed debt investment grade, with Moody's assigning it an A3.

Debt secured by depreciating graphics cards was rated nearly as SAFE as a blue-chip corporate bond.

Then on May 18, CoreWeave closed the first chip-backed facility designed to be publicly syndicated and traded on secondary markets.

And that's the part that really matters because it means this debt can now be sliced up, passed around, and bought by anyone, including the bond funds and pension managers who are required to hold "safe" investment-grade paper.

On June 11, it announced another $3.5 billion in bonds on top of all of it.

Now compare this to what happened in the past:

Subprime mortgages in 2007 were not dangerous because some people got loans they couldn't repay...

They became a global bomb the moment that debt got rated AAA and sold into the wider financial system, because the rating is what let it bleed into money market funds, pensions, and bank balance sheets that were supposed to be boring and safe.

The bad loans were the spark but the packaging and rating were the detonator.

And that detonator just got built for AI.

Debt backed by graphics cards is now rated investment grade and trades on secondary markets, which means the AI bubble is no longer trapped inside tech stocks you can choose not to own.

It has been quietly converted into bonds and routed toward the retirement accounts of people who have never typed a single prompt in their lives.

And the whole structure rests on a backlog of customer "commitments" that CoreWeave values at nearly $100 BILLION, backed by a $21 billion Meta deal and a $6 billion Jane Street deal.

Those are promises to pay over many years, made by AI companies that are themselves mostly unprofitable and burning cash. If even a few of those customers slow down or walk away, the collateral sitting under all this rated debt is a warehouse of chips losing value by the month.

The AI bubble used to be a stock-market story you could opt out of. But as of this spring, that isn't the case anymore.

So here's the real question:

When the people packaging this debt swear to you that it's safe, who do you think is standing on the other side of that trade?

[Sense Receptor @SenseReceptor]

Former BlackRock fund manager Ed Dowd on the SpaceX IPO:

"people gotta understand... [SpaceX] raised $75 billion... [and only] floated 5% of the stock... it's a very small float"

"[But its valuation], that's a different story"

"$1.7 trillion did not go to SpaceX. [It is] $75 billion. So people need to understand that"

"then when Anthropic and OpenAI, if they ever make it to IPO, they're going to raise about $100 billion each. So the total raised actual real money is about $300 billion between these three IPOs"

"Their valuations, that's a different story. And those probably won't hold and they'll probably, you know, go down 80%. So anybody buying these stocks at these prices is probably going to lose a lot of money if they hold on to them"

@ShannonJoyRadio @DowdEdward

[Financelot @FinanceLancelot]

This is incredible, SpaceX early investors will be able to sell 20% of $SPCX shares after the Q2 earnings report on June 30th.

There's also a performance-based trigger where investors can sell an additional 10% of stock if the stock trades 30% above IPO price for 5 days after earnings June 30th.

The lockup structure also allows investors to sell in increments of 7% after 70, 90, 105, 120 and 135 days after IPO. The remainder unlocks after 180 days.

This one of the greatest wealth transfers I've ever seen from retail to early investors. No wonder they changed the rules to rush it into the indices after only 15 days (July 3rd).

When that happens, retirement funds and passive ETFs will be forced to buy SpaceX precisely when the unlocks hit and early investors are able to begin dumping their shares.

Is this the most corrupt IPO in history?

[TMK @themagaking]

After watching Henry Nowak bleed to death while in handcuffs, while his murderer was treated as the victim, I can honestly say I have never witnessed a greater betrayal by a nation of its own people. Cowards and traitors, all of them. Shame on Britain.

[James Fox @jamescfox]

Let’s GO!!!!!

[Gerb @UAPGERB]

I simply cannot stress enough how important it is @RepEricBurlison specifically mentions the @MITREcorp here in regards to private contractors holding the proverbial keys of UFO retrieval and exploitation programs.

Founded in 1958/1959 as a spinoff from MIT Lincoln Labs, MITRE was initially formed as a military think tank that pushes the boundaries of "innovation from sea to space."

Today, MITRE is a non-profit that operates several FFRDCs (Federally Funded Research and Development Centers) for US Government sponsors, specializing in defense & intelligence, aerospace & transportation, homeland security, etc. Important to note, MITRE receives around 99% of its funding from the US Government.

Outside of MITRE's prized Independent Research and Development (IRAD) efforts to "respond to urgent challenges and anticipate the future for our government sponsors and the nation" and MITRE Labs that "inspires breakthroughs in applied science and advanced technology to transform the future of U.S. scientific and economic leadership", one of MITRE's FFRDCs of particular interest in regards to UFO legacy programs is the National Security Engineering Center (NSEC) sponsored by the Department of Defense.

As a direct spinoff of @MITLL's Semi-Automatic Ground Environment (SAGE) air-defense radar system, for decades, NSEC has operated to deliver "research, engineering, and analytical solutions to the Department of Defense and the Intelligence Community."

I understand that NSEC, MITRE Labs, and other elements of MITRE are considered an "R&D ace" and an elite science and technology institution with unrivaled expertise operating across a swath of activities housed under several agencies/services within the US Intelligence Community and Armed Forces tasked with retrieval and exploitation of non-human intelligence technical vehicles.

Specifically, MITRE works closely with the US Navy for tracking, monitoring, retrieval, and exploitation of UFO/USO within maritime environments.

With how crucial MITRE is to USG-sponsored covert UFO recovery and exploitation efforts, it's always elft a bad taste in my mouth that beginning in 2025, disgraced ex @DoW_AARO director Sean Kirkpatrick and his company "Nonlinear Solutions LLC" were awarded contracts to subcontract under MITRE for USSPACECOM (IDC W56KGU18D0004).

If this were a one-off, it wouldn't be a big deal, but remember following AARO, Dr. Kirkpatrick also fled to @ORNL, a DOE/NNSA FFRDC National Lab, as cTO for Defense and Intelligence Programs!

[Metals Unchained @TDarret]

One look at the graph, and you can see how China pivoted its gold purchases ..

just around the dip of gold prices in Feb 2026 from Peak .

China is actively weaponizing the volatility of the Western paper markets.

Here is exactly how this "buy the dip" strategy plays out, why they are encouraging their citizens to buy and how it guarantees the destruction of the COMEX pricing model.

1. The Sovereign Floor (Buying the Paper Flush)

What you are seeing on that chart is the People's Bank of China (PBOC) acting as the ultimate "whale" in the market.

The Arbitrage: When Western hedge funds face margin calls (like the Japanese Yen carry trade unwind) and dump their paper gold contracts, the screen price crashes.

The Sweep: China does not panic; they wait for the sharp fall and then back up the truck. They use the artificial paper crash to aggressively acquire physical 1-kilo bars at a massive discount.

The Result: This creates a structural, unbreakable floor under the price of gold. The days of a multi-year gold bear market are over because the moment the price drops, sovereign Eastern buyers drain the physical supply.

China's Advantage: China is the largest gold-producing nation on earth, and they do not export a single ounce of it.

When the Chinese government encourages its citizens to buy gold via the Shanghai Gold Exchange, they are executing a brilliant macroeconomic defense.

They are convincing their population to trap their personal wealth in a non-sanctionable, hard asset that remains physically inside China's borders. They are actively shielding their citizens' purchasing power from the collapse of the U.S. Dollar.

3. How This Plays Out (The Physical Drain

This dynamic ends in a catastrophic physical short squeeze that shatters the Western pricing mechanism.

The West (New York and London) treats gold as a speculative trading derivative. They trade 100 paper claims for every 1 actual physical bar in the vault.

The East (China, the BRICS) treats gold as tier-one sovereign money.
Every time China buys the dip, physical atoms move from West to East and never return.

Eventually, a global margin call will hit, and the paper price will gap down violently in a final flush to below 4000.

The PBOC will step in, buy everything, and demand physical delivery.

The COMEX vaults will be empty. The exchange will default (Force Majeure), and the price of gold will instantly decouple from the U.S. Dollar.

China is not just "timing" its purchases; it is systematically draining the West of its real money while letting the West keep the paper IOUs.

[Nikita Bier @nikitabier]

This is equivalent to trying to sell a cop drugs while he’s in uniform in his police car.

[Jeffrey Currie 🆔++ @CommodMkt]

This is the Revenge of the Old Economy in real time.

A super cycle already underway before Hormuz closed.
Brent will break out. The security premium is not transitory.

Three drivers. Not fading. Intensifying.

Deglobalization. Electrification. Redistribution.

All three turbo-charged versus our 2020 super cycle call.

We are still in the bottom of the first inning. None of the imbalances have been resolved. They grow by the day.

Own the grains/softs. Own the metals. Own the molecules.

Remember, you cannot print molecules https://t.co/XQpR4p4HPL.

10/10

[chezza @rimmerchezza]

@ShardiB2 @SignaTrading I’m a subscriber how to get free signa?

[The Wolf Of All Streets @scottmelker]

NEW: METAMASK AND MASTERCARD LAUNCH US PAYMENT CARD WITH ONCHAIN REWARDS

[Under Secretary of State Sarah B. Rogers @UnderSecPD]

All true. Child protection is a goal we share, but anyone who wants to force you to identify yourself to the government as a precondition for querying or speaking on the internet has other goals in mind.