dani

investor @ Meron Capital. here for web3, VC Twitter fights and @acmilan

[dani @roditi_daniel]

@RaminNasibov @elonmusk Diablo II

[Gaurav Ahuja @gauravahuja]

One of these two groups is mispriced

Private AI labs: OpenAI valued around $840B, Anthropic north of $600B on secondaries. Both at 30x+ ARR.

Public giants: Microsoft at ~$3T on 23x forward earnings. Amazon at ~$2.3T on 28x.

Microsoft likely owns ~25% of OpenAI. Amazon likely owns ~15% of Anthropic and ~5% of OpenAI

If private investors are pricing these labs for a $5T+ venture-style outcome then…

Microsoft’s implied stake in a $5T OpenAI is $1.25T embedded inside a $3T company. Amazon’s combined stakes embed roughly $1T inside a $2.3T company.

Publics too cheap on Al exposure? Or privates/secondaries in bubble territory? Which breaks first?

[Reverend Jordan Wells @WellsJorda89710]

🚨To every Black person tempted by the antisemitic wave sweeping right now:🚨

Back when white mobs lynched us in the streets...
When we had no money, no power, and literally no movement...

Who stood with us? Who risked everything?

The Jews.

They weren't just allies—they were family in the fight.
- Jewish leaders co-founded the NAACP in 1909 and funded/led it for generations when no one else would.
- When Dr. King and our people were arrested, beaten, jailed—Jewish lawyers defended us for free, and Jewish money paid bail bonds and court fees while others turned away.
- In Freedom Summer '64, half the white volunteers risking death to register Black voters? Jewish.
- Rabbi Heschel marched arm-in-arm with MLK in Selma—our struggles linked forever.

Without their blood, treasure, solidarity, and courage—there is no Civil Rights Movement as we know it. No Voting Rights Act. No dream realized.

That's why I stand with the Jews.
They were our only true friends when this country hated us—when doors slammed shut and ropes hung high. They showed up, bled, and built with us.

So to my people joining this demonic, divisive hate today:

Pause. Remember. Honor the alliance that freed us.

Our histories are bound. Our freedoms were won together.

Betray that, and you betray the very martyrs who died for our rights.

Black-Jewish unity forged the dream. Don't let hate destroy it.

I stand with my Jewish brothers and sisters—always. ✊🏾🤝✡️🇮🇱

Repost if truth > trends. If gratitude > division. If history matters.

#BlackJewishAlliance #RememberOurAllies #StandTogether #CivilRightsTruth #NoToAntisemitism

[dani @roditi_daniel]

@kibutschain @BulwarkOnline @DavidSacks This.

[dani @roditi_daniel]

@JulienBek Right on point. Sell the value not the tool.

[Julien Bek @JulienBek]

https://t.co/hsKrbn1gEq

[Nikita Bier @nikitabier]

Wave of Iranian bots being filtered.

[Israel ישראל @Israel]

Israeli startups raised $1.6B in Dec. 2025 - strongest funding month since 2022.
Cybersecurity, AI and life sciences drove the momentum. 🚀🇮🇱

Israel. Open for Business
https://t.co/9PQPl30AuV

[dani @roditi_daniel]

@elonmuskTN 11

[dani @roditi_daniel]

@alexisohanian Vitalay Fomin & Amit Weiss - Numenos

[molson 🧠⚙️ @Molson_Hart]

Who really has the biggest economy?

USA 🇺🇸 $29 trillion gdp
China 🇨🇳 $19 trillion gdp
India 🇮🇳 $4 trillion gdp

Instead of looking at GDP, let’s look at how many goods and services are made and sold in each country.

Cars 🚗

USA 🇺🇸 11 million cars made. 16 million sold
China 🇨🇳 31 million cars made. 23 million sold
India 🇮🇳 6 million cars made. 5 million sold.

Trucks 🛻

USA 🇺🇸 330k trucks made. 800k sold
China 🇨🇳 4 million trucks made. 3.3 million sold
India 🇮🇳 1 million trucks made. 250k sold

Housing 🏠

USA 🇺🇸 2.9 billion square feet
China 🇨🇳 5.8 billion square feet
India 🇮🇳 1 billion square feet

Airplanes ✈️

USA 🇺🇸 200 fighter jets made. Boeing made 348 commercial airliners.
China 🇨🇳 250 fighter jets made. COMAC made 12 commercial airliners.
India 🇮🇳 16 fighter jets made. 0 commercial airliners.

Boats 🛥️

USA 🇺🇸 5 commercial ships made.
China 🇨🇳 1800+ commercial ships made.
India 🇮🇳 0 commercial ships made.

Steel 🏙️🗼

USA 🇺🇸 79 million tons
China 🇨🇳 1005 million tons
India 🇮🇳 150 million tons

Beef 🥩

USA 🇺🇸 12.4 million tons
China 🇨🇳 7 million tons
India 🇮🇳 0 million tons (banned in Hinduism)

Rice 🍚

USA 🇺🇸 5.1 million tons produced. 3.2 million tons exported.
China 🇨🇳 207 million tons produced. 2.3 million tons exported.
India 🇮🇳 135 million tons produced. 20 million tons exported.

Soybeans🫛

USA 🇺🇸 120 million tons. 54 million exported.
China 🇨🇳 20 million tons. Additional 100 million imported.
India 🇮🇳 13 million tons. De minims imports and exports.

Video 📹

USA 🇺🇸 838 billion hours watched
China 🇨🇳 1,238 billion hours watched
India 🇮🇳 1,059 billion hours watched

Work 👨‍💻

USA 🇺🇸 672 billion hours worked
China 🇨🇳 3.372 billion hours worked
India 🇮🇳 3,350 billion hours worked

Surgeries 👨‍⚕️

USA 🇺🇸 92 million surgeries
China 🇨🇳 130 million surgeries
India 🇮🇳 60 million surgeries

Roads 🛣️

USA 🇺🇸 less than 20k km paved
China 🇨🇳 50k km paved
India 🇮🇳 587k km paved

Movie tickets 🎟️

USA 🇺🇸 762 million tickets sold
China 🇨🇳 1,010 million tickets sold
India 🇮🇳 940 million tickets sold

Phones 📱

USA 🇺🇸 0 phones made. 145 million sold
China 🇨🇳 700 million made. 431 million sold
India 🇮🇳 330 million made. 246 million sold

Batteries 🔋

USA 🇺🇸 80 GWh produced.
China 🇨🇳 1,170 GWh produced.
India 🇮🇳 <10 GWh produced.

Electricity ⚡️

USA 🇺🇸 4300 TWh produced, 4250 TWh consumed
China 🇨🇳 10,000 TWh produced, 9000 TWh consumed
India 🇮🇳 1,800 TWh produced, 2,000 consumed.

Airplane and Train Travel 🧳

USA 🇺🇸 876 million passengers by plane, 33 million by train
China 🇨🇳 741 million passengers by plane, 4300 million by train
India 🇮🇳 211 million passengers by plane, 8300 million by train

Oil 🛢️

USA 🇺🇸 21.7 million barrels/day produced. 19 consumed.
China 🇨🇳 4.2 million barrels/day produced. 16.6 consumed.
India 🇮🇳 0.72 millions barrels/day produced. 5.4 consumed.

China’s real economy is the largest by far and India’s comparable to that of the USA, which may not even be a top 3 in 10 years.

[dani @roditi_daniel]

@HilzFuld Spreading unconfirmed news. You should be ashamed.

[dani @roditi_daniel]

@amitaiz @grok No. that ignores the fact that uncalled capital is still working elsewhere until it’s needed.

[dani @roditi_daniel]

@SwissAmbIL Amazing

[dani @roditi_daniel]

@OurielOhayon 🤞

[David Collier @mishtal]

The saddest thing for me as a British Jew?

Watching the Israelis reference the blitz spirit - seeing them pull together using Churchill's WW2 England as an example... listening to interviews with those hiding down in underground train stations as they mention that this is what the Brits did during the 1940s.... but most of all hearing Israelis today compare themselves to the WW2 Brits - as they stood alone against the Nazi menace - no matter the price the home front paid - because basically the cause was right and they felt they had no choice.

The UK went to war in 1939 not because it was attacked - but because the Nazis were a strategic threat that needed to be stopped - and the English were not going to let them bully and attack the whole world. The Brits declared war over the Nazi invasion of Poland!

And then I look at us today. The UK government knows the Iranians are a strategic threat. Hey - they have attacked our ships - they plan terror attacks on our soil - they arm our enemies - and there is no way we want them to ever achieve nuclear capability. But the UK today is cowardly. So it sits back and watches.

It sits back and does nothing as the Israelis fight the Iranians alone. It smiles inwardly as the Israelis take the Iranians apart. It sits on its hands as a strategic threat to the UK fires ballistic missiles on a key British ally.

So I think back to Churchill's UK - and know that that they would not have sat idly by. And that is the saddest thing for me today as a British Jew.

What heroes today's Israelis are. And what cowards we in the UK have become.

[dani @roditi_daniel]

@SwissAmbIL 🙏

[أحمد شريف العامري @AhmedSharif]

Hamas’s refusal of the US ceasefire offer is not a breakdown in diplomacy. It is the execution of a long-game strategy rooted in Muslim Brotherhood doctrine. By rejecting compromise, Hamas sustains its narrative, preserves its militant infrastructure, and maintains control through manufactured crisis. Israeli civilians remain deliberate targets. Palestinian civilians remain political currency. This is not failed negotiation. It is systemic exploitation masked as resistance.

[dani @roditi_daniel]

@duborges @shaunmmaguire Chatruletka - pretty much same thing as chatroulette