Roland 🗽🌴🇵🇭

traveller; net taxpayer

[Roland 🗽🌴🇵🇭 @voss_roland]

$PLTR

[Brivael Le Pogam @brivael]

J'ai une conviction : plus quelqu'un est brillant, plus il a une pensée propre, plus l'IA devient pour lui un outil absolument démentiel.

L'IA ne pense pas à ta place. Elle décuple ce que tu as déjà dans la tête. Si tu n'as rien à dire, elle te rendra moyen plus vite. Si tu as une vraie pensée, elle la rend exécutable.

C'est là que ça devient fascinant pour les neurodivergents.

Quelqu'un qui pense en arbre part d'une idée et voit instantanément dix branches, chacune connectée à dix autres. Pendant longtemps, c'était un handicap. Le monde fonctionne en ligne droite : une phrase après l'autre, un argument après l'autre, une slide après l'autre. Le cerveau arborescent pense en parallèle mais doit s'exprimer en série. Il voit tout, mais il doit tout débobiner fil par fil, et il perd la moitié en route. On passe alors pour dispersé, confus, « trop ».

L'IA supprime ce goulot d'étranglement.

Tu peux lui balancer ton arbre entier, dans le désordre, avec toutes ses connexions, et elle t'aide à le décompresser. Elle le structure, le déroule et le transforme en texte, en code, en plan, en produit. Traduire du parallèle vers le séquentiel, c'était le point faible du cerveau arborescent. Ça devient quasi gratuit.

Ce qui reste, c'est l'avantage brut : voir des connexions que les autres ne voient pas.

C'est un renversement historique. Pendant des décennies, la pensée arborescente a été traitée comme une anomalie à corriger. On a appris aux enfants à rentrer dans le rang, à se concentrer « normalement », parfois à coups de pilules. On a optimisé l'école et l'entreprise pour des cerveaux linéaires.

On est en train de découvrir que c'était l'inverse. L'anomalie devient l'edge, pour les individus comme pour les sociétés qui sauront les attirer.

Les premiers à l'avoir compris ne sont pas des psychologues. C'est Palantir.

En décembre 2025, Alex Karp, neurodivergent lui-même, a lancé le Neurodivergent Fellowship, un programme de recrutement dédié à ces profils, dont il mène lui-même les entretiens finaux. Son message : « Le paysage actuel des LLM joue en notre faveur. » Il allait jusqu'à demander si ce n'était pas précisément pour ça que les élites culturelles préféraient médicamenter ces profils. Et Palantir a pris soin de préciser que ce n'était pas une initiative de diversité mais un pari sur les bâtisseurs d'élite de la prochaine ère technologique.

Ce n'est pas de la charité. C'est du recrutement stratégique.

L'IA ne nivelle pas les cerveaux. Elle révèle lesquels étaient bridés.

Si tu as toujours eu l'impression de penser trop vite, trop large, trop dans tous les sens, ce n'était pas un bug. Le monde n'avait juste pas encore l'interface.

[Roland 🗽🌴🇵🇭 @voss_roland]

Tropea/Calabria 🇮🇹

[Roland 🗽🌴🇵🇭 @voss_roland]

@BitPaine Bistecca alla fiorentina in Florence/Italy. 😋

[Roland 🗽🌴🇵🇭 @voss_roland]

@LawrenceLepard Done.

[Bit Paine ⚡️ @BitPaine]

Yeah, I’m thinking this is @saylor’s iPhone moment.

I think very few can properly conceive of what this means for him.

Being the poster child of the dot-com bubble, both on the way up and the way down. Building a solid company but watching many of his contemporaries continue up 100x while he almost lost everything.

And then you just… keep going… for decades.

Knowing you can do it - just waiting for your chance.

Then COVID and ZIRP hit, and your back is against the wall, confronting the injustice of central banks, the embedded unsustainable growth obligation and Big Tech monetary privilege, fighting for the survival of the thing you built.

Then finding Bitcoin, and realizing, like so many of us, that Bitcoin is Hope.

And I think that actually, when all is said and done, $STRC is going to be a bigger deal than the iPhone.

[Handre @Handre]

The Berlin Wall created the most brutal controlled experiment in human history: identical people, split by ideology, watched for 41 years to see which system would prevail.

West Germans embraced market economics while East Germans suffered under socialist central planning. The results? Devastating. By 1989, East German GDP per capita sat at roughly 30% of West Germany's level. East Germans consumed 40% fewer calories, owned cars at one-tenth the rate, and waited 12 years for a telephone connection. Meanwhile, their western cousins enjoyed rising living standards, technological innovation, and personal freedom that made West Germany an economic powerhouse.

But the socialists had excuses ready. "East Germany started from a worse position after the war," they claimed. Bullshit. Both regions faced identical devastation in 1945. The Soviets actually stripped more industrial equipment from their zone (roughly $10 billion worth), yet this affected rural areas less than urban centers. And East Germany possessed abundant natural resources like lignite coal and uranium that should have provided economic advantages.

The real difference? Property rights, price signals, and entrepreneurship versus state ownership, price controls, and bureaucratic allocation. West Germans could start businesses, invest capital, and respond to consumer demands. East Germans filled quotas set by party officials who had never run so much as a lemonade stand. You can't coordinate an economy through committee meetings and five-year plans when prices tell you nothing about real supply and demand.

East Germans voted with their feet—2.7 million fled west before the Communists built their wall in 1961. After reunification, investigators found Stasi files on one-third of the population. When you need secret police watching every third citizen, your economic system has already failed.

[BRITISH HODL @BritishHodl]

Breaking my heart watching all these Europeans landing back in Europe on “rescue flights”.

Literally 40-60 flights a day are in/out from Dubai now.

And then crying with fear as soon as Euro propaganda cameras are on them.

Less than 12 hours prior we’re on the beach at the paid for hotel.

After how well the Government here has treated people and kept people safe - I find it treacherous.

I don’t know how else to say it - they’re liars.

I have been getting worried calls from people consuming Western propaganda and I try to tell them “I’m actually HERE and that’s not what is going on.”

Their ears are closed to on the ground facts.

The missiles/drones have been halving daily.

UAE and French jets are patrolling the skies knocking out threats.

I’ve heard nothing in Dubai today.

These European and American attention seekers have truly been disappointing from the videos I’ve seen.

If the people that envy/hate the UAE focused the same attention on our countries - we could also have the safety and benefits Dubai offers.

🇦🇪❤️☝🏽

[Palantir @PalantirTech]

https://t.co/bJ57VqZVXZ

[Roland 🗽🌴🇵🇭 @voss_roland]

Sambawan Island / Maripipi / Biliran 🇵🇭

[Roland 🗽🌴🇵🇭 @voss_roland]

🎯

[Michael Klonovsky @ActaKlonovsky]

„Links zu sein, bedarf es wenig”, pflegte Johannes Gross zu sagen oder gar zu trällern. Das stimmt natürlich, links und dumm, links und jung, links und illusionsbedürftig, links und glaubensdurchglüht, das passt gut zusammen. Die linke Selbstherrlichkeit beruht auf der Anmaßung, die Gesellschaft aus dem kommoden Wolkenkuckucksheim linker Zukunftsverheißungen zu kritisieren, die sich an keiner Realität messen lassen müssen; Linke sind Ankläger, Miserabilisten, „Notsüchtige” (Nietzsche), die das Paradies versprechen, aber nie auch nur das Ticket dorthin verkaufen. Ich bin nach meinen 63 Erdenjahren zu dem Schluss gelangt, dass dem Linkssein ein Charakterdefekt innewohnt, der sich noch nicht zwingend zeigt, wenn Linke gegen ein offenkundiges Unrecht rebellieren, aber sofort zutage tritt, wenn sie irgendwo herrschen, sei es in einem Land oder nur in einer Redaktion. Der Linke ist gemeinhin überzeugt davon, im Recht zu sein, er argumentiert nicht analytisch, sondern moralisch, er lebt bevorzugt im Optativ und kriminalisiert diejenigen, die anderer Meinung sind. In den sozialistischen Staaten hat man es studieren können (auch wenn Linke stets behaupten, dort, wo Linke geherrscht haben, sei der „wahre” Sozialismus gar nicht errichtet, sondern verraten worden).

Heute vollzieht sich diese Herrschaft in der politischen, kulturellen, universitären, pädagogischen und neuerdings auch kirchlich-theologischen Sphäre – nicht in der ökonomischen, weil es keine linke Ökonomie gibt, wie man am verlässlichen Zusammenbruch der linken Staaten gesehen hat. Der linke Impuls in den modernen westlichen Gesellschaften resultiert nicht aus der Tatsache eines Unterdrückt‑, sondern aus dem Gefühl des Zukurzgekommenseins. Linke können kein Geld erwirtschaften, weshalb sie es anderen wegnehmen müssen. Der Linke fühlt sich immer unterschätzt und unterbezahlt. In seine Anklage der Gesellschaft mischt sich gewöhnlich der Seufzer des Selbstmitleides.

Die schlimmste Eigenschaft des Linken ist nämlich sein gutes Gewissen.

[BRITISH HODL @BritishHodl]

If you surround yourself with fear and pessimism, you will become fearful and pessimistic.

If you surround yourself with strength and optimism, you will become strong and optimistic.

The formula is very simple.

[Roland 🗽🌴🇵🇭 @voss_roland]

@AfDimBundestag @Alice_Weidel @Tino_Chrupalla Gesichert peinlich. Schade.

[DV47 @DeepValue47]

https://t.co/5gjX4Mdcas

[Roland 🗽🌴🇵🇭 @voss_roland]

Rock Islands / Palau 🇵🇼

[amit @amitisinvesting]

$PLTR

Had a few days to read through everything Burry has put out on Palantir.

First, I agree with everything Arny laid out below and it is a must-read around the worst takes of his 10,000 word article. I'd like to add the following thoughts:

1. This feels like a complete and utter grift. Why? There is a paywall attached to the article and he knows Palantir is a hot topic so he can sell more subscriptions if he were to go after the company. Everything around this just seems like someone who is going after clicks and trying to find his next big thing to be upset about (so many people missed the Palantir story or generally hate the company) so he knows he has an audience that would be willing to click and pay for this.

2. The entire premise of these 10,000 words is quite frankly rooted in nonsense. Anyone can complain about the valuation for a company. Palantir has always been expensive (there are many reasons to explain why) and arguing about the stock is fine. The problem with the article is Burry tries to argue the company itself, it's technology, and it's results are all fake. To be honest, this is a bit laughable. For those that have actually studied the company in depth over the past few years, there are many layers to understanding why Palantir is mission critical in every layer of the US govt, why their software is part of every important geopolitical event, why they are able to compound revenues at 70% as the only really SaaS company showing the benefits from AI, why Maven is becoming the backbone of the Department of War...I can go on and on but to dismiss all of these quantitative and qualitative results as "its a consulting company with a fancy backend" is LAUGHABLE and using arguments from years ago that are simply not relevant today.

3. I don't think Burry is actually looking into how AI becomes valuable in the enterprise. His entire premise for Palantir not being an AI company is that they haven't developed an LLM...newsflash: that's the point. Karp has been clear from the beginning that LLMs would become a commodity and being able to orchestrate the LLMs within the enterprise was going to be where all the value came from. The ENTIRE reason AIP was successful was because it took 20 years to build the foundations to actually implement LLMs and once the LLM revolution began, Palantir was ready to help companies harness the power of those models. This was the worst part of the report to me, it's almost as if he did ZERO research into what the company actually does...which if you are going to write a 10,000 word article...it would probably make sense to do research and understand the usecases of the product. If you were trying to sell subscriptions, the goal would be to simplify the entire business to a talking point so that headlines would catch fire and you could get more people to pay for the subscription.

4. The majority of the report seemed to be focused on the past with Palantir's DPO. The business is not the same business as it is today. Every company evolves and goes through hard times but the ones that actually survive are the ones that create value, show real growth, are able to sustain it, innovate, and do it in a way that actually brings global brand awareness at scale. Palantir has done that and they have done it with less than 4000 people working at the company which just goes to show how incredible the culture is for them to put up those results. Complaining about financials from years ago is irrelevant when we look at the financials today, which those financials have been given a premium, and how investors continue to believe in the growth of the business now as one of the most important companies on the planet.

Finally, the largest issue I have with this is when you look to what Burry is actually bullish on this year...which is...Gamestop. Please think of this carefully...one of the most important software companies on the planet with 50% margins and 70% growth is a scam, fake, not real AI, unsophisticated technology...but a company that sells videogames and buys bitcoin with the money they dilute shareholders with is what Burry thinks real value lies? Again, you could be bullish on GME, I quite frankly don't care, but the problem is the disparity between a videogame company and the software that is on the frontlines of every single major important geopolitical event is too large to take any of this seriously. I mean, it genuinely feels like a full grift to tell your followers to "go meme it up" when writing about GME but then at the same time try to advertise that Palantir is fake. It makes no sense. It is all rooted in personal self interest to promote the stock he is long and play down the stock he is short when any rational person would look at the 7B of revenue Palantir is going to do in 2026 (sticky revenue that compounds at amazing margins in mission critical situations) and then compare that to Burry's horrific analysis of the company.

This is embarrassing in my opinion and showcasing an unbelievably disgusting form of grifting from someone who has too much influence to do so, but I guess this is the route he has chosen to go on.

[Roland 🗽🌴🇵🇭 @voss_roland]

@RZitelmann Vielleicht will man erforschen, ob damit Gaskraftwerke betrieben werden können. 😅

[Roland 🗽🌴🇵🇭 @voss_roland]

True

[Handre @Handre]

Mises understood what modern socialists refuse to acknowledge: when your economic system is so superior, why do you need armed guards and barbed wire to prevent people from leaving? The Iron Curtain wasn't a security measure—it was an admission of failure. Every socialist paradise in history, from East Germany to North Korea, has required walls, watchtowers, and shoot-to-kill orders at their borders. Not to protect their citizens from capitalism, but to protect their ideology from the devastating truth that people vote with their feet when given the choice. The moment socialism allows free movement, it collapses under the weight of mass exodus.

[Voices of Liberty @FreedomVoL]

Hayek explains why even intelligent people are drawn to socialism:

“One’s initial surprise at finding that intelligent people tend to be socialists diminishes when one realizes that, of course, intelligent people will tend to overvalue intelligence, and to suppose that we must owe all the advantages and opportunities that our civilization offers to deliberate design rather than to following traditional rules, and likewise to suppose that we can, by exercising our reason, eliminate any remaining undesired features by still more intelligent reflection, and still more appropriate design and ‘rational coordination’ of our undertakings.”

[Roland 🗽🌴🇵🇭 @voss_roland]

@Markus_Krall Ob der Hosenanzug unten rechts auch auf Epstein Island war? Und wenn ja, als was? 🤢

[Roland 🗽🌴🇵🇭 @voss_roland]

@BritishHodl 🤔
bookmarked !