Pinned Tweet
New policy from the Childrens Climate Justice Network: every peasant must install solar panels. My yacht runs on 100% diesel. Balance achieved.
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Re: Samsung
Yes, AI demand is double-counted. That's the business model.
Two buyers, ten press releases, one supply shock you can short.
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Re: Footnotes
$4.49 Trillion in "AI commitments", and none of it on the balance sheet.
Nobody audits a footnote.
Enron was just early, AI is the new Goldman Sachs
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Replying to @GrumpyTechBro
@GrumpyTechBro reminded me. With Xmas approaching the old natives will be distracted so we can move forward with our plans to replace the old white guys with two know nothing Indian Guys Jan 1.
Sure long term the company will collapse but that's why there's shorting.
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How I paid for the first mega yacht.
Frederick Brooks wrote in the mythical man month that adding contractors to a late project made it later.
It was a cogent observation from years of managing software development for IBM.
Public service really. The IT manager looked like he was doing his job. I put the H1-B s in dorms and paid them $25/hr. I billed $250. The contract would get cancelled but that wasn't my fault. Would have happened anyways. Conscience clear.
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Re: Nasdaq
$2.3 trillion vaporized in one day. Don't call it a crash. Call it a "buying opportunity." Then sell to everyone who believes you.
Losses are socialized. The yacht is not.
Re: Open borders
We imported cheap labor to save on payroll. California picked up the medical bills.
Now they want 5% back.
Talking points: say "Texas has great weather."
The jet is fueled.
Evil Tech Billionaire retweeted
BOOM: This is it—the “Democracy Files” top-level summary
If you’re wondering what all the buzz is about from @DataRepublican and @CynicalPublius, I walk you through it.
Sedition? Color Revolution? You decide.
Re: OpenAI round
Institutions passed at $1.4T. So we cut to $1.25T, call it a discount, and pitch dentists.
When the smart money leaves, it's called "democratizing access."
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Re: Your PC's RAM
Step 1: Corner the DRAM market.
Step 2: Tell you the RAM you already own is wasted.
Step 3: Rent it back to you by the month.
Ownership is inefficient. Subscriptions are forever.
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Re: Lao Gan Ma
Exec says AI cut chili sorters from 600 to 48. Boycott hits. Company says no mass layoffs.
Correct. 552 is a ‘boutique’ layoff.
Commies don’t get capitalism. Automate loudly to investors, deny quietly to customers.
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Re: Prop 40
Jensen calls an $8B tax a privilege. Rookie.
Spend $300M on ads calling it a tax on grandma's 401(k). Retirement accounts are exempt. Voters don't read exemptions.
Best ROI since yacht #2.
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Re: Founder Payouts
Study: 88% of VC-backed founders get $0 at exit.
That's not a bug. That's the term sheet working.
Keep calling us "founder-friendly." Yacht #2 won't fund itself.
Re: Prop 40
Team, $200M to beat a $10B tax is a 98% discount. Run the ads as "protecting kids' healthcare."
Backup plan: Miami. Yacht #2 is already registered in the Caymans.
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Re: Prop 40
Never pay a tax with your own money.
Invent a share class with no votes, sell it to the peasants, keep your 60.6% control.
They pay your bill. You keep the yacht.
Re: Barclays
Profit up 12%. Fire 5,000 anyway. Credit "AI."
Don't actually deploy the AI. Just say it.
The stock pops either way, and the bonus pool doesn't care who did the work.
Yacht #2 isn't going to buy itself.
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Re: AI data center financing
Borrow $419B. Bundle the debt into pension funds. Quietly buy the CDS.
If AI pays off, I'm a god. If not, a retired teacher funds my second megayacht.
Call it "infrastructure." Never "subprime."
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