CW

$BTC, $PLTR, $TSLA, $HOOD, $OPEN, $FLD, $SRXH

[CW @wattsupworld]

@fold_app

[CW @wattsupworld]

My physical @fold_app card came in today. Feels premium and unique. Can't wait to see what else rolls out at Fold this year!

[CW @wattsupworld]

@fold_app https://t.co/wWOsOQGVHh

[Chamath Palihapitiya @chamath]

The winner in all of this AI token spend isn’t:

1. More revenue growth
2. Less OpEx

It’s:

1. Leisure time - go home early, work on a side gig, play video games etc etc etc

My suspicion is that people are using blower token budgets to do their job in less time. Not so more work in the same time.

This may change but humans are not motivated to do more work and see upside accrue to a few.

Take this to the bank as Wall Street starts demanding specific data about AI enhancements over these next 18 months.

[The All-In Podcast @theallinpod]

David Friedberg on the Nonprofit Scam: 90% Are Bullsh*t

“ The definition of exempt activities is charitable, religious, educational, scientific, literacy, public safety, or fostering amateur sports competition, or preventing cruelty to children or animals.

You tell me how the f**k 90% of what we call nonprofits today fall under that definition.

We have completely f**king closed our eyes to the fact that organizations, regardless of political affiliation or social interest, have fundamental commercial and probably not aligned interests with the definition of a 501(c)(3), and we've allowed them all to get away with it for far too long.

I don't think that this is a blue or red thing.

I think that this is a thing where we let these organizations make it easy to get money, to hide the money, and to do whatever the hell they want with the money, and we need to stop it.

And I think that it's an amazing opportunity right now for everyone to kind of reset the decks by cleaning all the sh*t up, and getting all of these organizations flushed, and make sure that any organization that wants to do whatever bullsh*t, nefarious things they want to do, by all means do it.

But it's not a nonprofit and you shouldn't get a charitable donation deduction, and the government should not be putting money into these sorts of things.

This is an entirely different sort of activity in the social order.

And as a libertarian, I'm all for it, but I don't think that they should be tax exempt, and I don't think they should be getting government money, and I don't think that individuals should be benefiting from giving them money.

And if we could fix all that shit up, I think a lot of these problems are going to go away.”

[CW @wattsupworld]

Have to admit, Google's Stitch + AI Studio is a killer combo. Loving it so far.

[CW @wattsupworld]

Can't believe it easier to transfer retirement accounts to Fidelity than @RobinhoodApp. The Capitalize partnership needs to be revisited.

[CW @wattsupworld]

@bhalligan @nejatian @Opendoor Really enjoyed this @nejatian. Mostly from a product perspective, but also your authentic style.

[Chamath Palihapitiya @chamath]

We need to overhaul higher education in America as follows:

1) For those about to pay: No more federal underwriting of student loans. Let the free market differentiate schools, degrees and costs. Without this, more kids will get trapped for life in debt they can never pay back with a degree that is useless.

2) For those that have paid: reward them with a tax credit of 1x this amount to be used against their future earnings.

3) For those that can’t pay: establish an amortization schedule to discharge their debt and make it non recourse to the student as long as they fulfill a set of obligations that help America somehow (terms TBD but think Peace Corps, TFA like).

Otherwise, I fear we are poisoning many young people around the pillars of traditional capitalism and democracy. They feel slighted, blighted and increasingly want redistribution and/or to burn it all down. We must avoid this at all costs.

[CW @wattsupworld]

@MyGolfSpy It's legit, best putter I've had.

[CW @wattsupworld]

@theficouple 100% - 😬. Bait. Might want to revisit that absolute. lol

[The White House @WhiteHouse]

MADE IN AMERICA 🇺🇸

President Donald J. Trump announces @JohnDeere will be building two new major factories in the United States, including a $70 million factory in North Carolina to move excavator production BACK to America.

[CW @wattsupworld]

@willreeves Let's go! Really like the product decision on Fold+. Can't wait to try out the new UX and eagerly await the CC! Can't wait to see what you and the team do in 2026!

[CW @wattsupworld]

@the_jefferymead 💯

[Jeffery Mead @the_jefferymead]

This was more of a tragedy than the Renee Good situation. This appears to be the result of democrat propaganda, confusion, and a breakdown in communication on the ground between law enforcement.

If this man had stayed home minding his own business, he would still be alive today.

If he hadn’t brought a gun into a volatile situation or tried to interfere with an active operation, he would still be alive.

This is awful, but completely avoidable. Bad choices have real consequences.

[CW @wattsupworld]

@TheProfInvestor @Invst_Informant

[Nicolas Hulscher, MPH @NicHulscher]

🚨BREAKING: CDC SHRINKS ROUTINE CHILDHOOD VACCINE SCHEDULE BY ~55 DOSES🚨

The CDC just cut the ROUTINE childhood schedule from ~84–88 DOSES down to ~30. Here's what changed 👇

❌ REMOVED from “Routine for All Children”
• COVID
• Influenza
• Hep A
• Hep B (birth dose)
• Rotavirus
• Meningococcal (ACWY/B)
🔄 Reassigned to CDC categories:
• Shared clinical decision-making
• High-risk populations only

✅ These vaccines remain ROUTINE:
MMR, DTaP, Polio, Hib, Pneumococcal, Varicella
🔻 HPV reduced: 2 doses → 1

This is the largest rollback of ROUTINE childhood vaccination in U.S. history.

[Cameron Winklevoss @cameron]

-2024 Democratic Party presidential nominee was from California
-2024 Democratic vice-presidential nominee was from Minnesota
-The leading contender for the 2028 Democratic Party presidential nomination is from California

Now remind me, which states have billions in fraud?

[Thomas Massie @RepThomasMassie]

The fraud in MN is insane and should be prosecuted, but I have questions:

When did it become the federal government’s role to provide daycare?

Can grandmas get payments if they care for grandkids? why not?

Do moms who work at home or on a farm qualify for this assistance?

[CW @wattsupworld]

Going to say, X + Grok helped me win my fantasy football championship this year. Going to dial that up again next season.