Andrew Wooster

Looking for the frontiers. — AI/App consulting, founder @apptentive (acquired), ex-Apple, sometimes cattle rancher. 🚀 investing.

[Andrew Wooster @wooster]

Trying hard not to comment on the Current Thing.

[Om Patel @om_patel5]

THIS GUY LIVES UNDER SFO'S TAKEOFF PATH SO HE BUILT A CEILING PROJECTOR THAT TRACKS EVERY PLANE FLYING OVER HIS HOUSE IN REAL TIME

he uses a cheap $30 radio receiver to pick up the signals that planes broadcast while flying.

then projects them onto his ceiling in real time

when a jet flies over his house you hear it outside and at the exact same moment a plane glides across his ceiling labeled with the airline, aircraft type, and destination

pure black background so the projector's rectangle disappears and only the aircraft are visible

but he didn't stop at planes

it also draws the real sky behind them. sun, moon, bright stars, constellations, and live satellites including the ISS. all at their true positions for his exact location and time in real time

so he's lying in bed watching the actual night sky projected onto his ceiling with real planes crossing through it as they take off from SFO

there is a huge market for every man alive that runs outside to see the helicopter

vibe coded the whole thing himself with a cheap radio, a projector, and some clever software

[Teddy @WarnerTeddy]

i opted for a polar grid based machine as opposed to traditional cartesian motion which produces this funky jitter on every piece drawn on it.

[Andrew Wooster @wooster]

macOS Shasta has a nice ring to it.

[Basic Apple Guy @BasicAppleGuy]

macOS California Release Location Map

[Clive Chan @itsclivetime]

Improving CPU speed by 10x should not affect training speed essentially at all.

The CPU's main job is to kick off the real work on the GPU. If your kernels are sane (fused etc), the time to launch a kernel on the CPU is <<1% of the kernel runtime, even in Python.

[Andrew Wooster @wooster]

Having to hand over a comprehensive list of assets to the state government seems like a nightmare.

[Andrew Wooster @wooster]

These guys are using Forbes as source data. The data is trash. Looked up a few people I know personally and the residence is wrong (haven’t been domiciled in California for years) or they aren’t even on the list (which is what they want to find out).

[Gabriel Zucman @gabriel_zucman]

New research: we have studied the wealth of the 200 Californian billionaires and what they effectively pay in tax.

From Mark Zuckerberg (Meta) to Sergei Brin and Larry Page (Alphabet), the results are edifying. 🧵

https://t.co/lW5UaGhYHY

[Andrew McCarthy @AJamesMcCarthy]

Still on that post-Starship high, going through my photos and can’t believe what I’m seeing

[kenneth blume @kennybeats]

Has anyone in LA ever been to this shop?

It has a 1.9 star review on Yelp.
The hundreds of bad reviews talk about the owners being impatient, berating customers for browsing; even hurling insults at potential buyers for their lack of music knowledge. The occasional good reviews all say they came in
for specific purchases, the owner told them the same story about his collection and then they leave.

I went a few years ago randomly after walking by, I ended up with a record but it was a pretty brutal experience honestly.

1/2

[Ethan Brooks @alt_w_v_g]

My wife mentioned a nice private school over dinner this week
She said the campus was beautiful
I asked what's the tuition
She said we should look at it as an investment in him not a cost
I made a note
She said don't make a note
I said I always make notes
She said this isn't a deal
I said everything is a deal
She closed her eyes

She said we'd discuss it Saturday
I agreed

Saturday 7:02am
She came downstairs in her Saturday robe
Coffee in hand
I had my cargo shorts on

The dining room had been cleared
The projector was on
The analyst was at the head of the table
Quarter zip on, three iced coffees, a legal pad, and two laptops
He had been there since 6:44am

I texted him at 11:14pm Friday
The text said dining room 6:45am bring the model
He sent a thumbs up

My wife stopped in the doorway
She said what is this
I said you said you wanted to discuss it
She said this is not a discussion
I did not respond
She sat down anyway

The analyst stood
He said good morning ma'am
She did not respond
He sat back down
A printed deck in front of each seat
A fourth copy in case

Slide 1 Tuition Schedule
$38,500 per year
Thirteen years
$500,500 nominal
Before escalators
The school has raised tuition 4.2% per year for a decade
With escalators $648,000
My wife said okay
I said I'm not done

Slide 2 Opportunity Cost
Even before escalators
$38,500 invested annually
10% nominal return
S&P long-run average since 1928
By his eighteenth birthday $944,000
My wife said we can afford it
I said I know that's not the slide

Slide 3 Terminal Value at Age 65
$83 million
She was quiet

The analyst slid the sensitivity tables across the table
8% return $31 million
10% return $83 million
12% return $222 million
She did not look

She said this isn't about money
I said it's always about money
She said no it isn't
I said then what is it about
She did not answer

She said you can't put a dollar value on his teachers his classmates his environment
I said I can the analyst already did slide 6
He flipped to slide 6
She did not look

She said the school is the best in the city
I said best is a feeling
She said it produces the best students
I said the students were already the best before they got there

She said our son deserves it
I said our son deserves $83 million

My son walked in
He is five
Dinosaur pajamas
He looked at the projector
He looked at the open deck on the table
He looked at slide 3
He said are we modeling pre-tax or after-tax
The analyst opened a new tab
My wife looked at the ceiling

He said what's the discount rate
The analyst set down his pen
She closed her eyes

He said is this the same return assumption from the 529 conversation
The analyst stopped typing
He looked at me
I did not say anything

She stood up
Sat back down

He said dad can I help
I said yes
He pulled up a chair
The analyst handed him a printout
He started reading

My wife watched him read
She watched him for a long time

She said his name
He looked up
She said do you like school
He said the work is too easy and the kids don't ask questions

She did not respond
She looked at the ceiling
She walked out of the room

The analyst started packing up
He said should I follow up Monday sir
I said no follow up needed

He'll be fine

Sent from my iPhone

[Andrew Wooster @wooster]

I am going to go insane explaining to people why training data and test data sets need to be distinct. FFS what are they teaching these days.

[Ivan Krstić @radian]

🔺NEW: Formally verified post-quantum ML-KEM and ML-DSA in corecrypto, with correctness proven from the FIPS spec down to hand-optimized ARM64 assembly — a world first at multi-billion device scale. And we're releasing our Isabelle libraries, ARM64 model, and Cryptol-to-Isabelle translator to advance the state of the art in verified cryptography! https://t.co/LZPHFD0ifE

[Andrew Wooster @wooster]

The SpaceX S-1 landed and people are still doing the whole “rural people are poor there are no customers who can afford Starlink” bit. Weird.

[Starlink @Starlink]

The Starlink team is exploring ways to extend connectivity beyond our planet

[Scott Manley @DJSnM]

Starlink from the moon:

[Andrew Wooster @wooster]

Big if true

[dank @cptdankkk]

Kevin O'Leary reveals he drinks wine at breakfast to get better REM sleep

"Unfortunately, sleep doesn't work with alcohol. I don't smoke, I don't do drugs, but I love wine. If you drink wine 3 hours before bed, you don't get any REM sleep"

"So the strategy is drink at breakfast and don't drink again. Because if you can get those 7 hours of sleep, the diet and exercise, you can't believe how you feel"

[Aaron Burnett @aaronburnett]

I've created a step chart depicting an approximation of the early release eligible shares revealed in SpaceX's S-1 on page 266 describes a staggered release.

We do not know the precise size of the "early release eligible shares" block. We do know Elon's stake does not appear to be a part of it.

However, I think this is the right call to manage supply and demand for what will be the biggest IPO ever. Especially given the potential for index funds buying.

everyone loses if there is massive demand shock followed by a massive supply shock after 180 day lockup.

Here is the exact language from the filing.

Furthermore, there are automatic releases from these restrictions on a portion of securities earlier than 180 days as follows, for (i) the total number of shares of common stock comprising or underlying (as applicable) the outstanding lock-up securities, as of the date of this offering, subject to the 180-day lock-up period described above, and (ii) % of the total number of shares of common stock comprising or underlying (as applicable) the outstanding lock-up securities, as of the date of this offering, subject to the 366-day lock-up period described above (together, the “Early Release Eligible Shares”):

a. on or after the second full trading day on Nasdaq immediately following the public release of our quarterly financial results (which for this purpose does not include “flash” numbers or preliminary, partial earnings) for the quarter ended June 30, 2026 (such date, the “First Earnings Release Date”), up to 20% of the Early Release Eligible Shares may be transferred;

b. if the reported closing price of our Class A common stock on Nasdaq is at least 30% greater than the public offering price set forth on the cover page of this prospectus for at least five of the ten consecutive trading days ending on, and including, the First Earnings Release Date,, on or after the second full trading day immediately after the First Earnings Release Date, up to additional 10% of the Early Release Eligible Shares may be transferred;

c. up to additional 7% of the Early Release Eligible Shares may be transferred on or after each of the dates that are 70 days, 90 days, 105 days, 120 days, and 135 days, respectively, after this offering;

d. on the second full trading day immediately following the public release of our quarterly financial results (which for this purpose does not include “flash” numbers or preliminary, partial earnings) for the quarter ended September 30, 2026, up to additional 28% of the Early Release Eligible Shares may be transferred; and

e. on or after the date that is 180 days after this offering, all remaining Early Release Eligible Shares may be transferred.

[Sawyer Merritt @SawyerMerritt]

Great news, retail investors will officially be offered @SpaceX IPO shares!

SpaceX shares will be offered to retail investors through the brokerages of Charles Schwab, Fidelity, Robinhood, SoFi and E*Trade.

"Any purchase of our Class A common stock in this offering through these platforms will be at the same IPO price, and at the same time, as any other purchases in this offering, including purchases by institutions and other large investors." - SpaceX

[Sawyer Merritt @SawyerMerritt]

SpaceX’s IPO filing has reveals a staggered insider share lock-up structure instead of one giant unlock all at once. There's no typical 6-month lockup.

Here’s the timeline:
• After Q2 2026 earnings: up to 20% of eligible insider shares unlock
• If the stock trades 30%+ above IPO price for 5 of 10 days: another 10% unlocks
• Additional 7% unlocks occur at 70, 90, 105, 120, and 135 days post-IPO
• After Q3 2026 earnings: another 28% unlocks
• Remaining shares unlock after 180 days

Elon Musk is NOT part of the early-release provisions, meaning his shares remain locked longer.

[Harry Heymann 🥑 @harryh]

We've already run this experiment. In 2000, NYC spent about $10k per student on education. That's about $20k per student in 2026 dollars.

This year NYC will spend over $40k per student on education.

So we've already doubled spending on education. Did it help?

Bezos is right.