Vladimir Fefer

Win and help win.

[Vladimir Fefer @VladFefer]

@SahilBloom Great fathers day post, thank you!

[Vladimir Fefer @VladFefer]

@GordonJohnson19 Could this be the same thing that happened when Microsoft dropped on earnings?

[Gaurab Chakrabarti @Gaurab]

Our first reactor? @TungstenSeanide and I built it from Home Depot parts in three weeks. Rented a lab behind Dallas Love Field, had to rip out the ceiling panels to fit it. That machine started a multibillion-dollar company. People keep trying to throw it away. It still works.

A year earlier I was 26, doing my MD/PhD, studying how pancreatic cancer hides from the immune system using chemistry. The mechanism? Cancer cells were producing hydrogen peroxide to blind immune cells. But the enzyme doing it? It was more efficient than anything in industrial chemistry.

Cancer was outperforming a $6 trillion industry.

A few months later, I was at a poker game in med school. Got seated next to Sean, an MIT chemical engineering PhD. He was studying hydrogen peroxide production at massive industrial scales. I told him his approach was techno-economically insane. Traditional chemical engineering: heat, pressure, heterogeneous catalysis. The whole industry operates at 20% yield and considers that acceptable. I'd just watched cancer cells hit 90%+. I was a cancer biologist. He was a chemical engineer.

What if we married our two worlds?

Six months later we pitched enzyme-based chemical production at MIT's 100K. We lost, taking second place for $10,000. I thought: "Either this works or I go be a doctor." So we drove Sean's Subaru to Home Depot and bought the biggest PVC pipe that we could find. They cut it so it would fit in the trunk. Three weeks later we had a leaking prototype, held together with zip ties, producing chemicals at 4x the industry average yield.

That prototype made us the peroxide kings of Dallas.

Two float spa owners saw our MIT pitch and shared it in their Facebook group. Suddenly we were supplying an entire niche we didn't know existed. We spent the next months driving around Houston, hand-delivering product. Made $10,000 a month from that PVC reactor. We had profitably miniaturized the chemicals industry. Same thing Nucor did for steel: decentralized production. That was 2016.

Today:

- Bioforges in Houston, Texas
- Shipped 150M lbs of chemicals last year
- DoD contracts for critical chemical precursors
- Shipping container reactors deploying internationally
- DOE Loan Programs Office funding (same program that backed Tesla)
- Almost $1 billion raised from Founders Fund, Blackrock, Temasek, GIC, Baillie Gifford

People have no idea how huge the chemical industry is.

One of our customers: An 80-person water treatment company in rural America, quietly doing $250M annual revenue, with $150M spent just on chemicals. And there are thousands more like them. This is why it's a $6T market. And the supply chains are fragile. America has zero domestic TNT production until 2028. We import dozens of critical chemicals needed for semiconductor manufacturing. COVID and tariffs made it obvious: We don't make the chemicals we need to make the things we need.

Much is learned in the making of things.

You can read all the papers, draft business plans, theorize. But you don't know if it works until you're tearing out ceiling panels to fit a reactor and hand-delivering product to float spas at 6 AM. The gap between theoretically possible and actually manufacturable is where companies live or die. I keep finding that the hardest problems in one industry have already been solved in another, or by nature. Cancer biology solved industrial chemistry for us. Nucor proved the business model.

Materials science is what unlocks Kardashev.

Energy abundance needs materials breakthroughs. Defense needs domestic supply chains. AI scaling needs physical infrastructure. Physical bottlenecks determine whether we can actually build the future we're betting on. It all comes back to atoms. Here I share what I learn: the cross-industry connections, the weird market dynamics, the supply chain vulnerabilities nobody's talking about, and the (sometimes) boring technology that makes it happen.

If you're building in the world of atoms, I want to hear from you.

You can just do things.

[molson 🧠⚙️ @Molson_Hart]

https://t.co/1ls2w4PrdE

[Vladimir Fefer @VladFefer]

@MOSSADil Maybe they meant to target Ireland or Iran and fat fingered it?

[Raylan Givens @JewishWarrior13]

🔴 WSJ: “A genocidal army doesn’t take two years to win a war in a territory the size of Las Vegas. A genocidal army doesn’t send SMS warnings before firing or facilitate the passage of those trying to escape the strikes. A genocidal army wouldn’t evacuate, every month, hundreds of Palestinian children suffering from rare diseases or cancer, sending them to hospitals in Abu Dhabi as part of a medical airlift set up right after Oct. 7. To speak of genocide in Gaza is an offense to common sense, a maneuver to demonize Israel, and an insult to the victims of genocides past and present.”

[DataRepublican (small r) @DataRepublican]

Hello Governor Newsom,

In 2010, California voters passed Prop 20 by a landslide (62–38) to take redistricting out of politicians’ hands and enshrine an independent citizens' commission in their state constitution. That was the will of the people.

Now you've launched a $100 million campaign--backed by Planned Parenthood, SEIU, and billionaire donors--to tear that down.

And here's the part that gives the whole game away: at the bottom of your site, the official footer declares it is backed by the Democratic House Majority PAC, alongside Bill Bloomfield.

Then, in one of the most brazen moves I’ve ever seen, you brand this effort "Democracy’s Best Bet."

Let me translate that. "Democracy" isn't the people of California deciding their system by referendum. It isn't respecting a constitutional amendment passed by millions of voters. "Democracy" here means whatever preserves Democratic control of Congress. It means Washington party bosses get to decide Californians' interests.

When citizens limit partisan power, you call it "undemocratic." When insiders spend $100 million to claw that power back, you call it "democracy."

You aren't a defender of democracy. You are a subversive of democracy.

[Aɴᴛ @AntSpeaks]

"The Abundance-Induced Overconfidence Phenomenon" 🧵

Have i just coined a term?

For a long time now I have been trying to find the right wording to accurately describe the fact that we are living in an era where the abundance of information we have access to is often misused by those who simply do not possess the intellectual capacity to process it appropriately.

I believe that "The Abundance-Induced Overconfidence Phenomenon" captures this very well.

This is why Holocaust denial is on the rise. It is why even some very prominent figures are asking, "Was Hitler really that bad?" and it is applicable to a whole host of other subjects that are entirely unrelated.

Here is a breakdown of what I think this phenomenon encompasses 🧵:

[AA @measure_plan]

i made a game. it's called dvd dodge

you collect coins while dodging the evil dvd logo

> 1 or 2 player mode
> dvd gets faster as you get richer

built with threejs and mediapipe AI vision

our net worth is $45, how about you?

game link in the replies 👇

[@Chicago1Ray 🇺🇸 @Chicago1Ray]

Attn 🚨 @SecDuffy

As someone who's been driving a truck for a long time, and who has a son driving regional, and a grandson driving OTR

Back in the day, I couldn't wait until I got into a truck, and now I can't wait till I get out of this truck

That guy who did that U-Turn that killed that family of (3) isn't the only one out there folks

There's people coming from Somalia, the Congo, Nigeria, etc that are unvetted... that are getting put in a truck whether they fail the road test or not

I know this first hand.... I was a Driver trainer and I would fail drivers, and the company would put them in a truck anyway... and this company is closely associated with the IL Trucking Association (ITA)

I'd love to be called into a committee by @SecDuffy and give him the names of trucklines doing this...

I'm ready to give up my job, for the safety of all Americans.... this has to be exposed....

The Trucking Industry is putting American lives in danger, in order to line their pockets

[Chief Steven Sund @ChiefSund]

Ma’am, it is long past time to be honest with the American people. On January 3, I requested National Guard assistance, but your Sergeant at Arms denied it. Under federal law (2 U.S.C. §1970), I was prohibited from calling them in without specific approval. That same day, Carol Corbin at the Pentagon offered National Guard support, but I was forced to decline because I lacked the legal authority.

On January 6, while the Capitol was under attack and despite my repeated calls, your Sergeant at Arms again denied my urgent requests for over 70 agonizing minutes, “running it up the chain” for your approval.

When I needed assistance, it was denied. Yet when it suited you, you ordered fencing topped with concertina wire and surrounded the Capitol with thousands of armed National Guard troops.
@realDonaldTrump @SpeakerPelosi @AGPamBondi @attorneypirro @SecDef @GOPoversight @RepLoudermilk

[Max Drago @MaximilianDrago]

What's happening with Opendoor stock?

Is $OPEN the new GameStop?

Here's how a forgotten real estate stock just trapped Wall Street in a 400% short squeeze nightmare: 🧵

1/20

[Bethany S. Mandel @bethanyshondark]

Too many parents objected to what we were teaching their kids, so we withdrew their ability to object

Oh ok

[dan linnaeus @DanLinnaeus]

Jews control the world, just not Gaza or DC. Our domination would be complete if we could only stop arguing about the Talmud’s ‘secret code.’

As an American-Israeli, I’m one of the tribe members in the Kabal to whom the Rothschilds bequeathed a diamond-encrusted ouija board so I can receive updates on the (((plan))) from Isaac the Blind. The problem is, he keeps answering all my questions with questions, and I can never quite figure it out.

Yes, Jews control the world, 15.7 million people who can’t agree about lunch let alone anything else, secretly dominate 8 billion. But we can’t get our hostages out of Gaza, we can’t even get the Red Cross to send them medicine and we can’t seem to stop Tehran and its terror militias from lobbing missiles and drones at our cities or invading our land.

Meanwhile, the majority-Democrat Jewish diaspora in the U.S.—comprised disproportionately of lawyers and doctors—couldn’t slow Joe Biden’s cognitive decline or stop Kamala Harris from stealing the election from him for President Trump. On the right side of the equation, Jews couldn’t so much as seem to prevent a Qatari-beholden Yid from being appointed to Middle East Special Envoy.

You’d think with all the secret banking control we wield, Israel wouldn’t be taking any aid from the U.S. and they’d outspend Qatar in DC and London.

At least we control the media—so completely secretly mind you—that we cannot seem to stop it from maligning Israel and echoing Qatari propaganda and Hamas’s media reporting. Good grief, you’d think we could get people to do basic math on CNN, like 29,000 divided by 17,500 means almost two bombs dropped to affect a single fatality, which is indiscriminate bombing if you’re dropping them in the middle of the Sahara Desert!

If Jews controlled the world we’d at least make sure everyone knew Russians plagiarized the Elders of Zion in 1903 from works like Maurice Joly’s 1864 satire Dialogue in Hell Between Machiavelli and Montesquieu criticizing Napoleon III, not Jews. Alas, we don’t even control the definition of Zionism on Wikipedia!

Isaac, I’m returning my board, I can’t answer your questions and this (((plan))) clearly ain’t working!

Perhaps after everything is said and done, the avalanche of lies under which we have lived for millennia is what makes us so tenacious, ambitious, unrelenting…we won’t stop studying, progressing, advancing ideas and fighting to gain a foothold in global society, so we can get just enough traction for simple truths to finally come to light.

Perhaps, only then will we find a moment of peace to live in.

[Oren Barsky @orenbarsky]

Alright, ready for this?

Here’s a quick thread with highlights from The 7 October Parliamentary Commission Report—also known as The Roberts Report.

It’s the most comprehensive document published to date on the events of October 7, 2023, detailing thousands of incidents from that day.

The report was compiled by a commission led by Lord Andrew Roberts of Belgravia—a historian and member of the UK House of Lords.

Its members included Lords, Barons, and MPs from across the British political spectrum.

“We added nothing that wasn’t proven. The horror needs no exaggeration.”

- Lord Roberts, Chair of the Commission

In this thread, I’ll share key excerpts from the report, divided into a few categories:

🔹 The numbers behind the barbaric attack

🔹 Selected quotes from Hamas terrorists during the assault—taken from Hamas’s own materials: GoPro footage, audio recordings, live streams, and social media posts

🔹 Some of the most extreme atrocities committed that day

🔹 Powerful testimony from survivors

No drama. No exaggeration. Just the facts.

Let’s start with the numbers:
👇

[John Spencer @SpencerGuard]

I strongly disagree with any positions that says the IDF tried military force to destroy Hamas, failed, and if they try again they would continue to fail. This completely lacks context of what occurred over the last 16 months or the context of March 2025.

1) Thanks to Arab nations, especially Egypt, the IDF was forced to fight battles against Hamas with civilians within the operating environment, moving them area by area or into expanded humanitarian zones rather than completely out of the operating environment such as into an IDP camp in the Sinai. Hamas used the population and hostages as human shields and created safe havens in Gaza where the IDF did not even go once. 2) The IDF was politically constrained and threatened by nations like the U.S. to not send weapons or to not protect Israel if attacked during many phases from to not to go into Rafah for months, demanding civilian casualties be reduced to zero, demanding bombing of military targets be reduced because of perceptions, demanding halts in operations beyond daily 4 plus hour pauses because of humanitarian concerns based unverified data, to even use less amounts of forces in the beginning of the war and then later in Rafah. 3) The IDF were constrained on force power by having to split its forces and supplies to Northern Israel as Hezbollah attacked and threatened large scale ground attack, add Houthis attacking, Iran attacking, Shiite backed groups of Iraq.

If the IDF restarts operations against Hamas, they will have more political support from the U.S., there is a strong possibility of moving civilians completely out of harms way, there is a possible call up of greater IDF forces than were used the entire war in Gaza so far, new leadership, resupplies of weapons, more support for the defense of Israel against attack, battle trained IDF forces.

Hamas is also not the Hamas of October 2023 - February 2024 with 5 brigades, 24 battalions, 20,000 rockets, fully stocked units, decades of experienced leaders, trained forces, defensive positions. It is now an trained, poorly led, guerrilla forces equipped with small to medium weapons, improvised explosives, unable to form large units for attack and defense.

Yes, the IDF would have to approach the war differently, They would have to actually seize and clear terrain, not the raiding in and out they have done for most of the war. It was not until the later months of 2024 did the IDF conduct methodical clearing in Northern Gaza for instance. Then, they would have to hold areas to prevent Hamas rebuilding even as guerrilla forces as seen in the last 16 months.

In summary, yes Hamas can absolutely be defeated with military force and everything is different.

[Nick LeRoy @NickLeRoy]

Barry Adams illustrated perfectly what GenAI is doing to the content quality bell curve.

His post sums up my thoughts perfectly.

🔗in comments.

[Austin Berg @Austin__Berg]

BREAKING: Chicago City Council votes 26-23 to pass Mayor Brandon Johnson's $830M borrowing plan. The plan makes no payments on the debt in the first two years and no payments on the principal for 18 years after that. This backloaded payment schedule means the total cost of Johnson's deal is $2B. Paid mostly by future generations of Chicagoans.

[Vladimir Fefer @VladFefer]

Another example that we're in the funniest/most ironic timelines - @anduriltech's new facility will be on Firing Range Road. Or maybe @PalmerLuckey planned that.