sdondisch

Peace is only achieved by recognizing the humanity of the other.

Mexico, Israel, Entrepeneurship, Investment, Philosophy and Stupid stuff... Mostly.

[sdondisch @sdondisch]

@StateDept @WhiteHouse This man is amazing

[sdondisch @sdondisch]

@BoyGeorge @TweeterReynolds @DUALIPA Thank you for your courage and clarity 🙏@BoyGeorge

[Chamath Palihapitiya @chamath]

Here is my AI investing guide.

Sitting here August 2026, my current best thoughts are as follows:

1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers get more pushback, energized land can explode in value. Very bullish here.

I’ve stepped into this layer very aggressively. My partner @anitavlallian and I have acquired almost 6GW coming online in a ramp from today thru 2029 of grid power and behind the meter.

2. Silicon - I helped get @GroqInc off the ground in 2015 and we licensed it to @nvidia for $20B Dec2025. I won’t invest or incubate anything in this layer now. The perf demands of the chips are too high, manufacturing precision is too complex and supply chain influence to get adjacent components like memory isn’t possible for a startup anymore. Lots of capital will be wasted here chasing Groq and Cerebras’ success. Note that both startups made sense a decade ago when these constraints were much more modest.

3. Clouds - Clouds are very very lucrative but very hard to build and very expensive and technically complicated to maintain. And as alignment becomes a more important issue, I expect the clouds will be asked to build robust KYC and attest to it. This makes the risk:reward ratio skewed. I don’t want to be responsible when the USG says a cloud allowed a bad actor to do something bad because of poor KYC.

4. Models are complicated. The big open question is how much of the revenue being generated by them today is because of tokenmaxxing and poor model behavior. If it’s a lot, then the annualized revenues will diminish meaningfully even as token consumption inflects upwards. This is the big economic question at this layer.

5. Harnesses are where the action is and why I started @8090solutions two years ago. In a nutshell, the harness helps enterprises owns their proprietary context (what Alex Karp calls their ‘alpha’). This is an enterprise’s data, workflows, evals, and business rules. A harness that gives this to an enterprise is what creates very low model-agnostic switching costs, which further reinforces my views of #4 above.

6. Applications will be another long term winner along with harnesses. This is where the differentiation between “off the shelf” and “custom time and materials” melts away. Every company, with the right harness, can now imbue their alpha into the software that runs their company. I expect this to mean that “off the shelf” is largely replaced with custom software creating a huge opportunity to write these solutions for companies. Build once and sell repeatedly is a laggard GTM motion for a SaaS world that isn’t needed here. Think custom by design, alpha embedded, proprietary by nature.

Fin.

Good luck to all the players!

[sdondisch @sdondisch]

@MortChristenson @EYakoby The spanish goverment does not support the Abraham Accords.

[sdondisch @sdondisch]

@BoyGeorge Thank you for your courage and clarity 💙 you have a friend in me.

[sdondisch @sdondisch]

@dnapway Good vision, terrible risk management.

[sdondisch @sdondisch]

@israelQuirozg @NiohBerg 😅 ta bueno

[sdondisch @sdondisch]

@Codie_Sanchez My kids college experience has been very valuable. They are much more confident, knowledgeable, motivated, independent. For us it has worked great 🤓

[sdondisch @sdondisch]

@bryan_johnson 😂😂 of course you have… but this is your thing. ❤️

[Kosher @koshercockney]

Wow. You gotta take a listen to this.

Just 3 mins of your time.

Jewish American businessman (and Sydney Sweeney’s partner) Scooter Braun explains his thoughts on the words “Zionist” and “Antisemitism”

“The word Zionist has been taken to create this idea that you don’t have to say Jew.

You can just say the word ‘Zionist’ and then you can just say really hateful things about Jews”

“You say, you only hate Zionists and not Jews but then why are you attacking someone at a restaurant and not an embassy”

Listen to the rest of what he says. He’s right.

Did you know since the October 7th massacre Scooter focused his producing skills on the Nova Music Festival exhibition?

This clip was taken from Jonah Platt’s BeingJewishPodcast on YouTube - it’s well worth watching the entire interview.

Scott covers so much about being a Proud Jew, the Music Industry’s silence on Jew Hate, October 7th and everything Jews face today in that episode.

I’ll stick a link to the full episode in the comments. Be sure to subscribe to Jonah’s podcast.

[sdondisch @sdondisch]

@RevistaSeul @BirmajerOk Escribió un gran libro. De ahi salto a opinar de todo. Yo me quedo con Sapiens 🤓

[sdondisch @sdondisch]

@Malcolm_Pal9 Courage is when you face danger. This man was in no danger. And that says something important.

[Orange Book 🍊📖 @orangebook]

You don’t need to worry about giving your kids any competitive advantage, you just need to stay intellectually curious and strive for ambitious goals yourself, and all the pieces will naturally fall into place as they watch you and learn from you as they grow up.

[Uri Kurlianchik @VerminusM]

Pretty precise.

[Codie Sanchez @Codie_Sanchez]

A sale is never about what the customer knows about you.

But what they think you know about them.

[sdondisch @sdondisch]

@LoganLancing Influenced by ideas brewed from the 50s-70s from "post-structurist" thinkers like: Foucault, Derrida, Said, Marcuse and many others. These ideas lingered in universities while the rest of us were working hard to pay for our kids tuitions 😅

[Yero @Yerocode0]

🚨Elon Musk: “Puede que todavía no sepas qué te apasiona… porque nunca exploraste el mapa completo”

Cuando le preguntan por el sentido de la vida, Elon no habla de meditación ni de “encontrar tu propósito”. Va directo:

“Lee. Lee muchísimo. Construye un terreno accidentado del paisaje del conocimiento. Aprende un poco de muchas cosas.”

La razón más subestimada:

Solo puedes desear lo que has visto.
Si tu menú de opciones se limita a lo que te dieron tus padres, la escuela o el primer trabajo… estás eligiendo a ciegas.
Los libros rompen ese límite.
Son el motor de búsqueda de tu propia vida.

Habla con gente de mundos distintos.
Explora campos que nunca imaginaste.
Luego busca la intersección perfecta:
ser intrínsecamente bueno en algo

que te guste hacerlo de verdad.
Porque el talento solo es una trampa:
puedes ser excelente, ganar dinero… y odiarlo en silencio durante años.

Lee. Amplía el mapa.
El mayor riesgo no es equivocarte de camino…
es nunca haber visto los otros.

[sdondisch @sdondisch]

@Todd_Spence Now that I heard it it sounds a lot like “don’t stand so close to me”