Vijay Joshi

Life, Life & Life alone + Trading

[Vijay Joshi @vgkjoshi]

My Tesla referral link: you will get $1000 off on your new Tesla order when you use it. https://t.co/XQa1wB7N9d

[Сarm1ne @carm1nee]

Stan Druckenmiller on the trade that broke the Bank of England: "that would have led me to do two or three or four billion dollars. It was he who pushed very very hard on me to take the position to where we took it"

this is him and Soros explaining why the most famous trade in history was almost risk-free, the one setup Soros says shows up once a decade, and the lesson he took from living under a false identity at 14

"if there's one thing I've learned from him, it's that when you're right and you know something, you really feel it - you can't have enough. It's not whether you're right or wrong. You just have to have the maximum when you're right"

Soros on the risk: "the risk of loss was maybe two and a half percent. One and a half times two and a half would be a four percent loss. It wouldn't have killed us"

bookmark & watch the full conversation - then read the article below ↓

[Nicholas Mugalli @RealNickMugalli]

As Treasury Sec Bessent talks following the Treasury’s debt buyback announcement. Here’s a must watch rare interview of his investment philosophy. If you’re bearish, I get why you’d be but please know that Scott & Trump arent ideological they will never allow it to fail. The printer is on…you don’t want to be on the wrong side of the printer. Just a matter of time before the Fed follow suit, $8.8T of MMF is ready to be injected into the “risky” assets. Limit up

[Avid @Av1dlive]

i switched to grok bot from claude code and codex

give this prompt to your chief of staff thank me later

[Brian Shannon, CMT ⚓️❄️ @alphatrends]

Here we go!

[Right Arm Leftist @rightarmleftist]

Novak Djokovic the Worlds best tennis player starts his day with Hindu prayers

[Vijay Joshi @vgkjoshi]

@Mike_Taylor1972 @profplum99 That’s antithesis to what I was thinking

[Codez @0xCodez]

SpaceXAI engineer (ex. Cursor):

"right now I'm running 10-20 GrokBot agents that automate 90% of my routine

i have a Chief of staff agent. he knows about all my other bots and manages everything"

in a 30-minute podcast, a SpaceXAI engineer showed how to build a team of GrokBot agents that will work for you 24/7

Worth more than a $500 course on agentic engineering

Watch today, then read how to build a Grok agents team from scratch in article below

[Ben Lang @benln]

Collected Grok Bot pro tips shared by the @bot team:

1) Connect multiple accounts across plugins (i.e. personal and work Gmail accounts)

2) One Chief of Staff plus a few specialists beats one mega-chat

3) Pin your top 1-2 agents for quick access

4) Have it keep a Notion page of outstanding work so you can ask "what's left" instead of babysitting

5) Treat each bot as a job, not a whole project

6) For difficult tasks, hit “teach a task” in the browser, record yourself doing it once, and the bot can repeat it

7) Ask the bot which team skills and plugins to turn on for your job

8) Tell your bot to generate an avatar for each of your bots

9) Consider turning on Always Allow and turning off Auto Review to make your bots more autonomous, make sure to test workflows first (be careful!)

10) Create sections in your sidebar to organize your bots

11) Resize the sidebar when you need additional space

12) Ask your bots to evaluate themselves and suggest improvements to workflows

[Krista Letz @kristaletz]

It's been really fun leveraging @bot for GTM! Have spent a few weeks iterating on some of my workflows, so I wanted to share how I use Grok Bot at SpaceXAI. https://t.co/DDTwqa1UhI

[David Sacks @DavidSacks]

Some thoughts on Dario’s post:

1. Dario does not actually address Gavin Baker’s account of what he said – something he could easily deny if it were inaccurate.

2. Dario claims his critics live in a “bubble” where all regulation equals regulatory capture. He calls this an overly simplified view and notes that “Many people outside this bubble think of regulation as something that constrains corporate power and benefits ordinary people.” This argument is a straw man. Of course treating all regulation as capture would be overly simplified – but almost no one holds that view. I have repeatedly argued for strong antitrust enforcement to keep industries competitive, especially Big Tech. If Anthropic continues toward monopoly or duopoly status, I would be among the first to demand those rules apply.

3. Regulatory capture is not vague or in the eye of the beholder. Nobel laureate George Stigler defined it as regulation acquired by an industry and designed and operated primarily for its benefit. Stigler challenged the traditional view that government regulation arises from a benevolent state protecting the public from market failures. Rather, industry groups have concentrated stakes and pour resources into influencing regulators, whereas the public’s stake is diffuse and unorganized. The revolving door between companies and the agencies that regulate them compounds the problem. Anthropic understands these dynamics: it has hired multiple senior Biden AI-policy officials and built a substantial government-affairs operation plus a network of aligned organizations to push its preferred frameworks at state and federal levels.

4. Dario has consistently pushed for a new federal agency to review and approve frontier models prior to release – a proposal framed variously as an “FDA for AI,” an “FAA for AI,” and most recently a “FINRA for AI.” I call it a “DMV for AI” because a review process modeled on the FAA or FDA (which takes years) or FINRA (which issues rules for a staid industry widely seen as protecting incumbents) will create long queues as AI models wait for testing and approval. This process will only become more labyrinthine as rules accumulate to prevent theoretical harms. This would handicap the U.S. relative to China, which will not adopt the same constraints. It would also undermine Anthropic’s own business model, whose pricing power depends on remaining ahead of open models. Whatever Dario states today, it is difficult to believe the company would simply accept outcomes that erase that advantage.

5. Anthropic is on track to become one of the most valuable companies in history, with the resources to navigate any approval process and shape the rules while competitors wait. Dario wants open models under heavier scrutiny – he has called them dangerous in Senate testimony, criticized them for not being centrally monitored or withdrawn, and linked them to IP theft. He says he has never sought a ban, but he could achieve a similar result by insisting that identical rules apply to both open and closed models. The U.S. risks becoming an island of costly closed models while the rest of the world races ahead with broader choice.

6. Dario acknowledges that AI is structurally centralizing but attributes this mainly to chips and scaling laws. Access to compute matters, but the deeper risk is who decides which capabilities are available to whom. His preferred pre-deployment testing and FAA/FINRA-style oversight would place that gatekeeping power in a federal bureaucracy working hand-in-glove with a small number of frontier labs – reinforcing centralization rather than countering it.

7. The second part of Dario’s post assumes we have amnesia about Anthropic’s well-orchestrated campaigns hyping AI fears. His May 2025 claim that AI would wipe out 50 percent of entry-level knowledge jobs within five years still lacks supporting evidence fifteen months later. Similarly Anthropic breathlessly promoted its heavily contrived “blackmail” study on 60 Minutes. Yet Dario blames public negativity on a long-standing loss of trust in institutions rather than his own messaging.

8. These narratives have done more than anything to shape public fear. People are left asking the same question Mark Zuckerberg posed: why race to build a future you describe in such negative terms? Thomas Sowell’s "The Vision of the Anointed" captures the mindset – elite intellectuals convinced that only they are enlightened enough to control the outcome. As Zuckerberg notes, concentrating power in the hands of an enlightened few has rarely produced the promised results; the practitioners turn out to be less enlightened in practice than in self-conception.

9. Gavin Baker summarized the disagreement cleanly on our pod: Dario believes frontier AI is too powerful to distribute; we believe it is too powerful to centralize. Dario appears to believe, sincerely, that safety and progress are best served by centralizing authority in a marriage of corporate and state power. The weight of human history gives us reason to fear that outcome.

[Vijay Joshi @vgkjoshi]

This country was founded on principles of individualism, entrepreneurship & property rights. As long as you have followed the law & paid your taxes, you are in the clear. You don’t have to trust billionaires. But you do have to trust your govt - for being effective without waste, fraud & abuse- it ain’t happening. Just feeding the same machine more is not going to help lower classes. We need to fix the machine first - stop leakages & waste. That will uplift our lives.

[Vijay Joshi @vgkjoshi]

@RoKhanna @mcuban I agree. But if their work on fixing current leakages, there won’t be any need to further tax the Billionaires.

[Vijay Joshi @vgkjoshi]

@RoKhanna @mcuban Make Cali worthy of this additional tax by improving tangible & 3rd party verified outcomes, stop waste & abuse of current tax revenue. Until then, it’s not worth it. And btw, people’s trust in govt is at all time low too.

[Michael Morelli @morellifit]

I ran retatrutide and tirzepatide together for 16 weeks.

My biggest problem with reta was the 10-12 bpm increase in resting heart rate. To mitigate that, I added tirzepatide and lowered the reta dose.

Hint: it worked incredibly well.

This is my full 16-week protocol:

[Max Marchione @maxmarchione]

A peptide increased penile enlargement during sexual arousal by up to 56% vs placebo.

Kisspeptin also changed activity across the brain’s sexual-processing network.

This could be a replacement for the 300M ED drugs sold in the US every year.

[Jack Farley @JackFarley96]

OUT NOW- as seen by this legendary market technician selling his physical gold the DAY OF THE HIGH, it's fair to say that @BergMilton is good at identifying turning points.

Here's what he thinks about Semis, Korea, Nasdaq and S&P 500...

HE IS BULLISH ON ALL OF THEM RIGHT NOW.

He sees strong evidence of a panic low in Semis and Korea on July 29, with greatest retail selling since 2022 in equities.

In April he had over 30 buy signals with median projections from ~8200 to ~9800 on S&P 500 and that is still motivating his bullish outlook.

So in my view he considers late March to be a bottom and for semis/Korea he thinks it is probable the lows will be tested but he is still long here.

He thinks that gold top (January 28/29, he sold his physical on 29th and showed the receipt in this interview) could be a multi-year top in gold ie he is bearish on gold over a long term view but has traded precious metals bullishly recently (we discuss in interview).

To sum up in MY VIEW he was quite bullish when we recorded August 10 but was very ready to change his mind at any moment if he sees different evidence in the market action.

AN IMPORTANT NOTE: AS MILTON SAYS, EVERYONE WANTS HIM AND MARKET TECHNICIANS TO CALL TOPS BUT ACTUALLY, CALLING MARKET BOTTOMS IS FAR EASIER. SO HE HAS HIGHER CONFIDENCE IN CALLING LOWS THAN IN CALLING HIGHS, SO EVEN THOUGH HIS LEVEL OF CONVICTION NOW ON BULLISH SIDE IS MODERATE IT IS ACTUALLY HIGH COMPARED TO POTENTIAL TOP CALLS.

Apple
https://t.co/oR1Jb0NFLL

Spotify
https://t.co/o0rFJkzBl4

Milton Berg Edge https://t.co/n55aVTwkN3

[pk the osho @pktheosho]

I died..

[Arunudoy Bhattacharjee @ArunudoyB]

THE LAST DAY OF SWAMI VIVEKANANDA

4 July 1902. Belur Math.

Swami Vivekananda was only 39.

This is how his final day unfolded.

Early Morning

Swamiji woke early and went to the shrine.

He appeared unusually cheerful and well. He ate some fruit, drank milk and joked with his brother monks.

Around 8:30 am

He asked Swami Premananda to prepare his meditation seat.

He then asked to be left alone.

The doors and windows were closed. Swamiji meditated for nearly three hours.

11:00 am

He came out of meditation singing a song to Mother Kali.

As he walked in the courtyard, Premananda heard him say something extraordinary.

“If there were another Vivekananda, he would have understood what Vivekananda has done. And yet, how many Vivekanandas shall be born in time.”

Around Noon

Unlike many other days, Swamiji ate with the other monks.

He was hungry and ate heartily. After lunch he rested for barely fifteen minutes.

Then he got up.

“A monk should not sleep during the day. Come, let us study.”

1:00 pm to 4:00 pm

For almost three hours, Swami Vivekananda taught Sanskrit grammar to the young Brahmacharins.

It was no solemn final class.

He joked, told stories and turned the lesson into an afternoon of laughter.

Nobody around him knew that their teacher had only a few hours left.

Late Afternoon

He drank warm milk and went for a long walk with Swami Premananda towards Belur market.

His health had been poor for months.

Yet that evening he walked without difficulty.

They discussed many things, including his dream of establishing a Vedic college.

Around 5:00 pm

He returned to the Math and sat beneath a mango tree near the Ganga.

He talked with the monks.

Later he asked for a cup of tea.

7:00 pm

The bell rang for evening worship.

Swamiji went upstairs to his room.

He asked for his rosary and told the attendant not to disturb him.

Then he began to meditate.

Around 7:45 pm

He called the attendant back.

He asked him to open the windows because he felt warm.

Swamiji lay down.

The rosary was still in his hand.

He asked the attendant to massage his feet.

And then came the final moments.

Around 9:10 pm

His breathing became deep.

His hand trembled.

He took another deep breath.

His head moved on the pillow.

And Swami Vivekananda was gone.

He had once said:

“I shall not live to be forty.”

He was 39 years, 5 months and 22 days old.

The next day his body was taken to the bank of the Ganga at Belur Math.

Sister Nivedita sat beside her Guru in grief.

His mother Bhuvaneswari Devi came to see her Naren for the last time.

Swami Vivekananda was cremated at the spot beside the Ganga that he himself had reportedly pointed out only days earlier.

[Just three days earlier, while walking with Swami Premananda on the grounds of Belur Math, Swamiji had pointed towards a particular spot beside the Ganga and said:

“When I give up the body, cremate it there.”]

Today the Swami Vivekananda Temple at Belur Math stands there.

He had also once said that leaving the body would not end his work.

He lived for only 39 years. But those 39 years were enough to awaken a civilisation.