Investing @dragonfly Vos debes periculum pro buccellatum
New York, NY
Joined January 2011
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if you find a mistress in your executive suite, the best estimate of the number of mistresses is not one
ok fuck it throw an indoor trampoline park in there as well
all of the pro data center people have the entirely wrong theory of mind for their opponents
“don’t they know that data centers contribute to local taxes?”
“what if we gave communities free claude code subs?”
“they‘ll want data centers when ai cures cancer!”
too rational. these people think data centers are going to drink all of their water, take their jobs, and kill them.
you need to lie and misdirect.
“data centers use 1 billion gallons of water!” no they don’t. they actually *produce* water. common misconception.
or
it’s not a data center. it’s a very large Raising Cane’s. everyone loves Raising Cane’s.
or
“data centers are increasing our electricity bill!” no that’s joe biden. data centers are toasted.
Tom Schmidt ＞|＜ retweeted
this week: ETH identity crisis, seppuku licenses, honeypots, Tarun defending North Korea, and Nvidia’s affairs.
Timestamps
00:00 Intro
01:49 Is ETH Digital Gold?
10:19 Bitcoin's Quantum Problem
14:01 The Case for Zcash
19:22 The EF Seppuku Lawsuit
28:39 Jensen and the Alleged Spy
37:21 Who Gets Honeypotted?
44:01 Trump on World Liberty
48:02 McHenry Blames Coinbase
🔥Stay updated with all the latest hot takes by following and subscribing to @_ChoppingBlock and @unchained_pod!
🎥 YouTube: youtu.be/XDYwp2O4jic
🎧 Spotify: bit.ly/3wiIOyy
🍎 Apple: bit.ly/3w9HQ7J
🎙 Podcast Home: choppingblock.xyz
Tom Schmidt ＞|＜ retweeted
Had so much fun being back at Stripe where @collision and I talked SaaS, AI, and what we’re doing differently at Boulton & Watt.
You can watch the fireside chat recording here: go.stripe.global/Summit-2026…
It's Morning Again in aMEGAica
Today, we commit $30 million to build new products on MegaETH, starting with AI inference.
mega.holdings
lindyman wrote of this
JUST IN: 🇺🇸🇨🇳 Nvidia $NVDA CEO Jensen Huang sends letter to employees after being targeted by female Chinese spy:
"I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did."
"I am fully committed to NVIDIA and will work to earn back your confidence."
many are saying
1) take the chinese model
2) de-sinofy it into a new model with moonshine
3) ??
4) profit
verifiable-distillation-2539…
Tom Schmidt ＞|＜ retweeted
The Blue Tsunami has landed!
Robert says the polls missed the wave. Meanwhile, Tarun can't figure out why Citadel is suing over equity perps. Haseeb says banning abliterated AI models is prior restraint. Tom compares the abliteration fight to early Bitcoin.
Timestamps
00:00 Intro
02:51 a16z Goes Frontier
05:42 The Midterm Mega Tsunami
15:39 Crypto's New Congress
29:10 CFTC Clears Equity Perps
34:14 Anthropic's S-1 Update
35:35 Data Centers Go Blue
43:44 The Abliteration Threat
🔥Stay updated with all the latest hot takes by following and subscribing to @_ChoppingBlock and @unchained_pod!
🎥 YouTube: youtu.be/VN71SjPjlJs
🎧 Spotify: bit.ly/3wiIOyy
🍎 Apple: bit.ly/3w9HQ7J
🎙 Podcast Home: choppingblock.xyz
many people are saying
going deep down the rabbit hole on abliteration.
and no, i don't mean what's happening to the stock market today.
(h/t & ty @tomhschmidt)
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We have created The Torment Nexus and it’s awesome ???
Our security researchers built an autonomous cyber vulnerability discovery, exploitation, and patching pipeline.
In a single run with an upcoming cyber model, it validated and generated patches for 948 local privilege escalation vulnerabilities in the Linux kernel at a total API cost of $1.2 million.
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Had a blast talking all things Dragonfly, venture, NYC, and of course, Luckin Coffee with @willsclips_ !!
To celebrate, I’ve just dropped the biggest INSIDE episode we’ve done yet, this time in New York!
In this episode we go inside @runwayml's robotics work, @dragonfly’s $4B fund and @hanoverpark’s push to rebuild fund administration. Plus a visit to @Polymarket and conversations with @thesamparr, @mytechceoo, @damianplayer and @wallstreetpaper.
@matamalaortiz @AndyChenML @HarlemCapital @HadickM @hosseeb @tomhschmidt @HereComesKumar @chrishlad @AnnicaBenning @whop @cultured @czoob3
Tom Schmidt ＞|＜ retweeted
jaehaerys with yet again another in-depth banger.
This time looking at the main perp-DEXs and asking:
if a team's systems or keys got compromised the way Binance's were, what could an attacker do with them, and could you still get your money out?
Lighter is the only one where a hacked server can't pull your balance out, and where you can withdraw your funds without the team.
