Sergei A. Safiullin, PhD

Investing in Spaces and Experiences of Tomorrow

[Sergei A. Safiullin, PhD @safiullin]

#Retatrutide hits 28% weight loss in Phase 3

[Sergei A. Safiullin, PhD @safiullin]

Claude 101 https://t.co/62dz8jpnZY

[Sergei A. Safiullin, PhD @safiullin]

"The Retail Renaissance: Why Capital is Flooding Back into Brick-and-Mortar" https://t.co/JWhz9qLRNN on LinkedIn

[Sergei A. Safiullin, PhD @safiullin]

State entity law and federal securities law solve different problems.

[Sergei A. Safiullin, PhD @safiullin]

The SEC’s current framing is that tokenized securities remain securities, and tokenization is basically about how the ownership record is integrated with DLT, not about which state gave you the LLC.

[Sergei A. Safiullin, PhD @safiullin]

Retail construction completions in the US reach 20-year LOW!

[Sergei A. Safiullin, PhD @safiullin]

By flushing out the "zombie valuations" of the previous cycle, the market is finally repricing office assets based on their raw land and structural utility rather than inflated rental projections.

[Sergei A. Safiullin, PhD @safiullin]

The surge in property taxes and insurance has finally breached the debt-service capacity of even low-interest fixed mortgages.

The number of U.S. properties with a foreclosure filing rose 26% in the first quarter from the same period a year earlier, according to ATTOM.

[Sergei A. Safiullin, PhD @safiullin]

office is moving from a mandatory "production factory" to a discretionary "cultural hub," effectively turning square footage into a liability for firms that fail to offer unique spatial value.

[Sergei A. Safiullin, PhD @safiullin]

I think @chamath nailed it describing @tim_cook legacy and contribution . “The first is that he had honestly like an impossible job. It's sort of like you play basketball with Michael Jordan and then you're asked to be Michael Jordan.
And I think that that's an impossible task.”

From All-In with Chamath, Jason, Sacks & Friedberg: SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike, Apr 24, 2026
https://t.co/vhk4hkwxJr
This material may be protected by copyright.

[Sergei A. Safiullin, PhD @safiullin]

So true))) “No bank wants to be your last three to six months of runway. Because that means that in a high percentage of cases, they're going to lose their money.”

From All-In with Chamath, Jason, Sacks & Friedberg: SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike, Apr 24, 2026
https://t.co/3M3UKal5aQ
This material may be protected by copyright.

[Sergei A. Safiullin, PhD @safiullin]

I found it very interesting idea and I 100% agree with @friedberg on this: “It may be that the index you buy in this era of AI transformation is the index of founders, that the founders who are still running their businesses are going to be the ones who are most likely to see the future. They'll burn the boats.”

From All-In with Chamath, Jason, Sacks & Friedberg: SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike, Apr 24, 2026
https://t.co/ueNvNGYqFj
This material may be protected by copyright.

[Sergei A. Safiullin, PhD @safiullin]

The current reliance on strategic reserves to mask supply disruptions mirrors the "inventory illusions" of the 1970s, where delayed price signals eventually led to a violent, non-linear demand destruction rather than a smooth transition.

We are likely approaching a "Minsky Moment" for energy logistics, where the cost of securing physical molecules will abruptly decouple from paper market valuations, forcing a radical re-valuation of localized production assets.

[Sergei A. Safiullin, PhD @safiullin]

The U.S. came very close to being a net crude exporter in recent weeks, the first time since World War II.

[Sergei A. Safiullin, PhD @safiullin]

Homes with move-in-ready infrastructure command a massive liquidity premium, aeffectively pricing in the avoided costs of inflated labor and materials.

[Sergei A. Safiullin, PhD @safiullin]

That’s getting more interesting https://t.co/yIkryB8U4v

[Sergei A. Safiullin, PhD @safiullin]

@Avalanche @nhl Stay strong, guys! It appears that the judges today have been biased and have made unfair decisions throughout the entire game.

[Roan @RohOnChain]

This 2 hour Stanford lecture will teach you more about how LLMs like ChatGPT & Claude are built than most people working at top AI companies learn in their entire careers.

Bookmark this & give 2 hours today, no matter what. It'll be the most productive thing you do this week.

[Movez @0xMovez]

This 1 hour podcast with the Head of Claude Code will teach you more about vibe-coding than 100 paid courses.

Bookmark this & give it 1 hour today. It's the best video about AI you'll watch this week. Then read the article below.