Technical, Fundamental, & Contrarian Investor/Trader - Equities, Crypto, FX - Data Analytics, 4IR, AI, VR, Space, Preventive Healthcare, STEM, Famiglia 👪💎
Greater NYC area
Joined March 2009
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$KODK 😉🤜🏽🤛🏽
ACE retweeted
David Sacks predicts Democrats will use AI legislation and frontier-model approvals to create a surveillance and censorship state 'turbocharged by superintelligence'
“It’s 100% that Democrats are going to make a major push for AI legislation in the next Congress. The question is what that looks like. And I don’t think you have to speculate too much to understand where it’s going.
“I believe that Democrats want to create a surveillance and censorship state that’s turbocharged by superintelligence. I mean, that’s ultimately the end state.
“How do you get there? You create a department, a federal department of AI. You require that all the so-called frontier models have to be reviewed and approved by that. The regulators give their notes on it. You can’t get a model released unless you address their concerns.
“And their harms will include all the things that the government is telling us that social media companies should be concerned about, like disinformation and misinformation and dissonant thought. All the things that the government was pressuring the social media companies to crack down on and censor during COVID. How quickly we forget all of this.
“They’re going to basically reenact that whole regime again using AI, and it’s going to be infinitely more powerful because we’re talking about superintelligence here. So I do believe that that is the regime that we’re headed towards.”
Chamath explains how a data center slowdown turns the hyperscalers into kingmakers and squeezes the neoclouds and foundation models:
“Now, they’re doing smart deals because that’s what made sense. But I think what the incoming governors are going to say is these things are off the table. And instead, we want to have directly measurable economic impacts before we even entertain this.”
“I think what it means is we’re going to see a slowdown. And I think what that does is it benefits the hyperscalers because they have existing capacity. I think it’s very bad for the neoclouds because they’re renters. And it’s pretty bad for the foundational models because they are so short this capacity and they need it to grow. So to the extent that these frontier models are so much better than everybody else’s product, they are the ones that need this capacity. It sets the hyperscalers to be a kingmaker, and they have this interesting game theory now.”
[Jason: “Can you just say who the hyperscalers are, just so people understand the difference between them?”]
“Amazon, Meta, Microsoft, Google, SpaceX. And what they’ll be able to do is make a decision. Path number one is continue to rent in the way that you’re doing it today. So the status quo, rent to some customers, large corporates, right? Rent to the neoclouds, rent to the foundational models. That’s what they’re doing today. Everybody does that.”
“But then there’s the path less traveled, which all of a sudden becomes really interesting. You could decide to take all of the incremental compute and advantage your own products. So Google has a ton of capacity coming online. They could say, I’m going to give it to Gemini. What does that do? It actually allows Gemini to catch up in quality relative to the foundational models.”
“Why? Because if you constrain the amount of assets that can actually generate compute, and a smaller surface area of it is available to the leading companies, those leading companies will have to pay more, the user experience will decay, and then other products can have time to catch up.”
“And now that is important, because Anthropic and OpenAI are in a very fast recursive loop. They’re on a 60 to 90 day loop in improving their models. So now all of a sudden, without an infinite amount of supply coming online, you can slow these folks down.”
ACE retweeted
SpaceX and Blue Origin are among eight companies NASA picked for a new lunar delivery contract worth up to $10 billion, according to NASA.
The other six are Firefly Aerospace, Intuitive Machines, iSpace US, Lockheed Martin, Northrop Grumman and Voyager Technologies. All eight can now compete for Moon delivery missions over the 10-year contract, known as CLPS 2.
NASA also raised its original lunar delivery contract to $4.2 billion from $2.6 billion, and gave Blue Origin a $94 million order to land a nuclear-powered rover at the Moon's south pole.
ACE retweeted
🚨One week after the midterm elections, Muslim candidates have launched their own Islamic PAC and New Jersey has introduced Islamophobia legislation for “civil and criminal purposes”. 🚨
Less than one week after the election of 8 Muslims across our nation, Michigan’s dual citizen soon to be jihadi Senator Abdul El-Sayed has launched “Habibi PAC” to flood our elections with Muslim money after he pledged to get money out of politics. In New Jersey, where Adam Hamawy @HamawyForNJ was just elected, lawmakers in New Jersey have introduced legislation to create a legal definition for Islamophobia.
Legislation introduced in the New Jersey Assembly would establish the state’s first formal legal definition of Islamophobia for use in certain civil and criminal anti-discrimination proceedings, just days after voters in the 12th Congressional District elected Adam Hamawy, a DSA candidate with ties to Islamic terrorists.
Assembly Bill 1146 is sponsored by Assemblyman Joe Danielsen and co-sponsored by Assemblywomen Verlina Reynolds-Jackson and Mitchelle Drulis and Assemblyman Roy Freiman.
Under the bill, Islamophobia is defined as “a type of racism that targets expressions of Muslimness or perceived Muslimness,” which may include hatred toward Muslim persons. The text lists specific examples, among them “making mendacious, dehumanizing, demonizing, or stereotypical allegations about Muslims, or of Muslims as a collective group, especially but not exclusively, conspiracies about Muslims entry into politics, government, or other societal institutions, the myth of Muslim identity having a unique propensity for terrorism, and claims of a demographic threat posed by Muslims or of a Muslim takeover.”
This is basically an Islamic blasphemy law that has been introduced by lawmakers in New Jersey as a terror supporter heads to Congress from New Jersey.
I warned you that the Islamification of America is now going to be put on steroids.
Now watch as our country is destroyed by Muslims.
Every single Republican who wants to run for President in 2028 should be speaking out about the Islamic takeover of America.
ACE retweeted
Anthropic has agreed to pay $3.4 billion for gas-fired generators for data centers, the FT reported, in what it described as the largest known single purchase of power-generation equipment by an AI lab bloomberg.com/news/articles/…
ACE retweeted
Interesting
BREAKING: Google’s parent Alphabet added another 3.85 million shares of SpaceX in Q3, its latest SEC filing shows.
Alphabet held 555 million shares worth $83.7 billion as of Sept. 30. SpaceX alone made up nearly 95% of its reported stock portfolio.
Google first put $900 million into SpaceX in January 2015. By the end of Q3, the stake was worth about 93 times Google’s original investment.
ACE retweeted
Let the good times roll...to the Moon!
Firefly was selected as a vendor for NASA's $10 billion Commercial Lunar Payload Services 2 initiative, enabling us to bid on larger, more complex lunar missions in support of the agency's Moon Base program.
In this next phase, we’ll scale up our flight-proven Blue Ghost lander to deliver heavier cargo and science payloads to the Moon, a big step towards reaching the common goal of establishing a permanent presence on the lunar surface.
We’re excited to continue working alongside @NASA for the next era of lunar exploration.
fireflyspace.com/news/firefl…
ACE retweeted
JUST IN: U.S. Treasury sanctions 8 Canadian financial firms accused of helping Iran evade sanctions & launder money through cryptocurrency.
ACE retweeted
This will increasingly be felt in the next two years. This is what voters did not understand on Nov. 3. But they will.
.@realDonaldTrump's tariffs and tax cuts are bringing factories home.
Not one industry, not one company — an entire industrial ecosystem is coming back to life. 🇺🇸
ACE retweeted
BREAKING: The DoW is deploying robotic factories housed in shipping containers, enabling drone airframes to be manufactured without traditional factory infrastructure.
Machina Bellator, the defense arm of @MachinaLabs_, will deploy two expeditionary robotic factories to enable localized production of airframes for LUCAS-class drones. Traditional airframe replacement parts can take up to 56 weeks to obtain, while these robotic factories aim to produce them in just days.
As part of a $9M, 18-month pilot program, the company will begin developing and qualifying the airframes in Los Angeles before deploying the robotic factories.
The robotic factories have capabilities including roboforming, roboscanning, robotrimming, drilling, and robotic heat treatment, enabling complete part production within a single robotic cell.
ACE retweeted
$FLY 🤝 $ASTS
Two bold Texas companies, Firefly and @AST_SpaceMobile, signed a deal valued at more than $1.3 billion.
Firefly will deliver 36 rocket engines, offer engineering support, and provide a license to manufacture our Miranda and Vira engines for AST SpaceMobile's new heavy-lift rocket.
This is a tremendous win-win for both companies: AST SpaceMobile will be able to launch their own satellites, while Firefly will rapidly scale testing and production of our existing launch vehicle lineup.
fireflyspace.com/news/firefl…
ACE retweeted
BREAKING: 🇺🇸🇮🇷 Trump says the US carried out small strikes on Iran and destroyed its newly built small anti-aircraft system.
ACE retweeted
Today, Nasdaq welcomes $AGLT. Congratulations to @agilityrobotics!
ACE retweeted
BREAKING: 🇺🇸 The US Treasury has injected $114 billion into the financial system in just 10 days as its TGA balance falls.
More cash in the banking system has historically been bullish for markets.
ACE retweeted
US PRODUCTIVITY SURGES IN Q3, BEATING EXPECTATIONS AS LABOR COSTS FALL
US nonfarm business productivity rose 3.6% annualized in Q3 2026, crushing expectations for a 0.7% contraction and marking the strongest growth in four quarters.
Meanwhile, unit labor costs fell 0.7% annualized, versus expectations for a 1.8% increase, suggesting reduced wage-related inflation pressure.
The BLS also revised annual productivity growth higher to 3.2% in 2024 and 2.3% in 2025, while lowering labor-cost estimates for both years.
ACE retweeted
Saronic just put its second Marauder in the water. That's their 150-foot drone ship, built to haul up to 40 tons with nobody aboard.
The launch isn't the number I'd watch. This is: hull two took 8% fewer labor hours than hull one.
That's the whole game in shipbuilding. If every hull comes out a little faster and cheaper than the last, the 20 a year Saronic says this yard can build once it's fully ramped starts to look real.
If that number stalls, 20 a year is just a slide.
The yard in Franklin, Louisiana was Gulf Craft, a 60-year-old builder, until Saronic bought it last year. Saronic CEO Dino Mavrookas says it was winding down when they took over.
xitter.gq/MavrookasD/status/2117…
Proud to report that the 2nd Marauder is in the water and running under its own power out of our yard in Franklin, Louisiana. The team really stepped up across the board - this hull took 8% fewer labor hours than the 1st. That’ll continue to get better, every build needs to be more efficient than the last.
When we took over this shipyard it was shutting down and capacity was trending towards 0.
Today it's is active again + expanding. Fully ramped we’ll do 20 Marauders a year in Franklin.
Thanks to everyone @Saronic for their hard work getting this done.
ACE retweeted
Space Force Guardians Will Now Officially Serve Alongside Elite Units Like SEALs And Green Berets zerohedge.com/military/space…
ACE retweeted
🚨 NJ GUN OWNERS -
With so much uncertainty about what the future of our country holds, NOW is as good a time as EVER to apply for and obtain your CONCEALED CARRY Permit.
MANY people are confused on how to actually apply for one, and some don't even realize you can conceal carry a firearm in New Jersey in the First place!
So I put it ALL in one free PDF so you EASILY exercise your right to SELF-DEFENSE even while living BEHIND ENEMY LINES. 🇺🇸
Free checklist in the replies 👇