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Your margin is my opportunity: AI version…
The biggest surprise of 2026 is that the capability gap between the best open-weight/source models and the best closed models has narrowed much faster than the pricing gap. The pricing gap remains enormous while the capability gap is quite narrow.
What does this means in practice?
For a company consuming 1 billion input tokens and 1 billion output tokens per month:
GPT-5.5 Pro: ~$105,000
Claude Opus 4.8: ~$30,000
DeepSeek V4 Pro: ~$5,220
DeepSeek R1: ~$2,740
I asked ChatGPT what it thought about this and it answered as follows:
“If I were building a company today, the economic frontier would look roughly like:
DeepSeek V4 Pro / R1 for high-volume inference.
Claude Opus for premium agent workflows where reliability matters.
GPT-5.5 Pro only for workloads where its incremental capability demonstrably produces enough business value to justify a 20–40× token premium.”
Most CEOs have no idea that, instead of this nuanced approach, their teams are running amok internally by picking the most expensive models in most cases and burning through massive budgets with zero governance, audit ability and control.
As control planes like our Software Factory become more standard, you can expect the run rate revenue growth of the frontier labs to go down meaningfully and the revenues of the open models to skyrocket.
Why? Because we can implement the nuanced approach above and be agnostic to model - instead focusing on customer intent, model task and cost management among other things.
Quite a week for open-source AI. Especially American open-source. Nemotron 3 Ultra is the most important release in quite some time. And some really cool RL and fine-tuning work from Harvey.
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In moments of uncertainty, when courage and strength are required, you find out who the true corporatist scumbags are.
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If you weren’t sure who the Deep State were, they all got pardoned today.
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r/wallstreetbets is now the largest hedge fund in the world.
Excepts it’s completely decentralized and entirely democratic.
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Facebook and @RobinhoodApp are the same:
They both trick you into thinking you are the customer. But, in fact, you are the product and your data is the asset.
These assets are then sold to their true customers who pay them money and always at your expense.
STOP BEING TRICKED!
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Buffett once said: “It’s not about timing the market, it’s about time in market.”
There should be a step down in capital gains tax for individuals as they hold stocks. 20% per year decrease in cap gains tax. 0% after a five year hold period.
Incentivize long term behavior.
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That was the most incredible thing I’ve ever seen. He got bitch slapped for
a) having a poor hand
b) for pushing the world to the brink of WW3
c) for not saying thank you for billions in aid
d) for campaigning against the President and helping his opponent in the election
And in front of the media for every American to see in real time.
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I remember when I met the @RobinhoodApp founders when they were raising their Seed, Series A and Series B. I passed.
Why?
Optimize for integrity whenever possible because integrity compounds and assholes will fuck you.
#DeleteRobinhood
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Some of us are lucky enough to inherit the following balance sheet from our parents:
Contacts: 0
Money: 0
Power: 0
Resiliency: ♾
Desire: ♾
Drive: ♾
Grit: ♾
How lucky were WE?!?!
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.@POTUS is right.
Snowmelt from the Sierra Nevadas and rainfall sent almost 30 million cubic acres of water into the Sacramento River Delta over the past 15 months.
Of this, only 23% was sent to productive use in farmland irrigation and homes.
A staggering 77% was sent to the ocean. The multiyear "drought" affecting most of California is man-made.
California under @GavinNewsom is full of some of the dumbest, destructive policies imaginable.
🚨🔥HOLY SMOKES: President Trump DESTROYS Democratic Rep. Brad Sherman:
COMMON SENSE IS BACK!
"Brad, we're the party of common sense. You're not, in all fairness. We like water to put out fires. It's really quite efficient."
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All the money in 2008 was made by suits identifying a market dislocation and exploiting it.
All the money in 2021 was made by retail identifying a market dislocation and exploiting it...until the suits intervened.
👀
What’s the difference with these two statements?
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You are wrong.
The five alarm fire will happen AFTER the WH reveals some of the waste, fraud and corruption this team uncovers.
This will be Iran Contra on steroids. I’d buckle up.
This is a five alarm fire.
The people elected Donald Trump to be President - not Elon Musk.
Having an unelected billionaire, with his own foreign debts and motives, raiding US classified information is a grave threat to national security.
This should not be a partisan issue.
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Connecting the dots:
(1) You work your ass of, with no real wage growth over the past many years.
(2) The government takes more and more of your money through taxation, telling you it all goes to a good cause and you will reap the benefits.
(3) Nothing actually gets better so you start to question wether this is just a huge grift.
(4) DJT promises to take a wrecking ball to all of it. He doesn't hide his intensions and his transparency gets him elected with a landslide and without a shadow of doubt.
(5) The wrecking ball arrives via Elon and his Gang of Five and you start to learn that your money was being used to create and sustain a shadow government. Your money was being pilfered by unelected bureaucrats to prop up organizations domestically and abroad to do their bidding - Politico, NYTimes, NGOs. The list goes on and on.
The only questions left are how far the rot goes and how complete the removal of this cancer will be.
This is not a Republican or Democrat issue anymore, its common sense.
JUST IN: 🇺🇸 White House confirms USAID funded Politico with over $8,000,000 in US taxpayer dollars.
"The DOGE team is working on canceling those payments now."
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I cancelled my @nytimes and @washingtonpost subscriptions and just reallocated the money to subscribe and follow the following folks on @X whom I believe help me get accurate news.
@cremieuxrecueil
@AutismCapital
@shellenberger
@KanekoaTheGreat
@TheChiefNerd
I will periodically publish accounts I subscribe to on @X that you may want to consider supporting as well. Worst case, consider following them.
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After watching the Fox interview with the DOGE team, it’s clear to me that the domestic terrorism against Tesla isn’t bottoms-up vandalism. It’s an organized effort to pressure Elon to walk away from DOGE.
Why?
There are monied interests that have benefited for decades from the organized “leakage” from the government. It’s clear that DOGE is finding and stopping it.
The incentive, then, to hire rent-a-protesters and pay for organized terrorism is clear. What they don’t understand is the Elon will double and triple down.
Separately, the DOJ can uncover all of this by arresting the protestors, making them roll and following the money.
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When $BTC gets to $150k, I will buy The Hamptons and convert it to sleepaway camps for kids, working farms and low-cost housing.
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I am fortunate to be able to spend 6-8weeks in Italy every summer. I work in Milan for 4-6 weeks and then take my summer vacation for 2-3 weeks.
More importantly, I get to eat non American food sources for an extended period every year. And I always lose weight! Usually maintaining muscle mass, losing fat.
This summer, as usual, I ate pasta, bread, drank wine, ate gelato and got moderate exercise by walking around most days. I lost 5lbs and came back from Europe 164lb.
After 2.5 months back in the US, I’ve gained back 2.5lbs. I work out more. Drink less. Eat the same or better…but I can’t seem to outrun the American food supply no matter what I do.
If I can’t outrun an American food supply with the resources I have access to, how are most other Americans expected to do so?
Is it any wonder, then, that 1/3 of all kids are obese/near obese?
Make America Healthy Again
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This is how you entrench inequality:
We let the poor “invest” in lottery tickets, sports gambling and casinos but not startups.
The first three are perennial losers. Startups have returned 15% over the past 50 years.
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A children's book explanation of what's happening:
1. If you are "smart money" you are allowed to take your $1 and leverage it up to $15+
2. You can now buy $15 of stock AND if you promise to short companies, you can short $15 of stock as well
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When BTC hits $100k, I’m going to buy @GoldmanSachs and rename it Chamathman Sachs.
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DOGE has existed twice before
Most recently was under President Clinton’s “National Partnership for Reinventing Government” and most famously in 1941 under Then-Senator Truman’s “Truman Committee”.
Interesting that historically BOTH previous efforts at DOGE were Democratic led.
Also important to know that with very little money, specifically less than $7M over 7 years, the Truman Committee saved the USA $10-15B. These are 1941 dollars. Adjusted for inflation, the Truman Committee saved USA almost $250B of today’s dollars.
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You have a $41 billion dollar endowment.
This is a fucking joke.
Harvard University will receive nearly $9 million in aid from the federal government through the Coronavirus Aid, Relief, and Economic Security Act, the Department of Education announced last week. ow.ly/ycqp50zfbzu
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The stock market is crashing! Trump has ruined everything! This is the end!
Or…to quote the great Dave Chapelle: “…and hear me out when I say this…you could shut the fuck up.”
The stock market has simply rung out Biden’s last gasp of free money before he lost the election. We are back to where we were a year ago.
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In 2020, I invested $370M of my money in a handful of new positions.
As of 12/31 these new investments were worth $2.03B for an IRR of 393% and a MOIC of 5.2X
Follow along, in 2021, if you want to play...
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From a person I respect greatly:
“Jared Kushner on All-In was a turning point for me, and I wouldn't be surprised if that was true for a lot of others. Suddenly we got to see in stark relief that this individual who had been so completely and mercilessly vilified by news organizations for years was actually a thoughtful, good person who had done incredible things for our country. MSM is a giant psyop.”
Hear, hear!
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Your rhetoric is so corrosive because you sneakily never use words like “earn” or “reward”. Instead you always favor helplessness words like “give”.
In everything you say, it’s clear you hate personal agency - it is always about the invisible hand of big brother coming to the rescue. And of course you should control that hand.
To set the record straight, for Elon to earn that kind of money, many tens of millions of people on earth will need to buy Elon’s products and pay for it with their hard earned money. In order for that to happen, his products will need to be revolutionary, cheap and superior on multiple dimensions. This is not obvious or straightforward.
So, if that happens and then people buy Tesla products, they will now do so also knowing that some percentage of the profit goes to the CEO of that company.
It couldn’t be more transparent and obvious.
Tesla is proposing a deal that could give Elon Musk $2 trillion in wealth, more than the bottom 59% of Americans combined.
Does anybody in America think this is sane?
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So let me get this straight:
1. Energy prices falling with oil around $60
2. 10Y UST yield falling and is now back to 4.18%
3. The US Government needed to borrow $53B LESS than forecasted because of money saved by DOGE among other things.
Not bad.
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Was losing $1B at one point today...BUT I got 💎 🙌🏽...and shooters shoot so....
Leading two PIPEs in deals being announced tomorrow.
Stay tuned...
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Why pay 0% tax in Nevada, Texas or Washington where you have school choice and water in the hydrants when you can pay 16% in California and have neither!
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For those who are interested, here is the post in r/wsb drawing up the play to gamma squeeze $GME and send the HFs to the hospital.
It’s a thing of beauty.
teddit.net/r/wallstreetbets/…
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How to restore faith in government?
Do NOT watch a congressional hearing.
It will only make you despondent and realize politicians are just bad community theater actors...not our saviors.
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This is so disheartening.
The FAA slow rolls SpaceX approvals to launch Starship while the FCC fast tracks change of control of media partially into foreign hands right before an election.
Can’t the greatest country in the world do better than this?
The FCC just fast-tracked George Soros' purchase of 220+ radio stations before November's election.
The stations reach 165M Americans.
This has never been done before.
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Here is Peter Thiel’s email to Zuck and Andreessen in Jan-2020 predicting socialism.
Tl;dr too much student debt and lack of affordable housing keeps young people with negative capital for too long. And without a stake in the capitalist system, they will turn against it.
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People want you to think that everything is always about left vs right.
It’s not. It’s about insiders vs outsiders.
“What the insiders fear is not the end of democracy, but the end of their control over it...” -@DavidSacks
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David Sacks is the very best of America - a successful entrepreneur, a principled free speech absolutist and a brilliant technologist. He will make sure the US stays at the forefront of AI and Crypto - two of the most consequential technological movements in history.
Make America Great Again!
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Over the past 100 years:
The number of banks have gone from 28,000 to 4,500
The number of public companies in the US peaked ~8000 and has since shrunk to ~6000
Meanwhile the amount of regulation and regulatory agencies have exploded.
Regulation, at the limit, strangles entrepreneurs, smaller businesses and public companies in favor of consolidators, large rollups and administrators.
We need a regulatory reset.
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When we look back in 20 years, the winners amongst millennials and gen z will all tell different stories. But the one part of the story that will be the same will be the part where they deleted ig and generally silenced notifs from social media apps.
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I’m thankful for a return to normalcy.
Make an off color joke, accidentally forget a pronoun, argue with someone about politics…it’s not the end of the world anymore folks.
Happy Thanksgiving 🍁🦃
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$600?!?!
As in, the stimulus these idiot politicians finally agreed to give middle class Americans while continuing to pump billions into the markets via the Fed and Treasury.
News flash: I DON’T NEED THE HELP!
Our politicians are all so old, out of touch and stupid.
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In progress today:
1) We now have 2M doses of Covid vaccines rotting on shelves in CA.
2) We bombed Syria.
😢
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There was a bill introduced in 2018 to tax high frequency trading firms 10 basis points for rapid trading.
It was forecasted to generate $777B over the next ten years.
The bill was killed.
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I think marijuana is the most insidious of drugs. It is legal in many states, is socially acceptable to many and is relatively easy for kids to hide, access and consume (vape, gummies etc).
But the science is beginning to tell a very ugly story.
We should have never legalized it. But now that it is, I hope we do something to mandate standard toxicity and concentration labeling at a minimum. This stuff is turning a plurality of our kids into zombies.
scientificamerican.com/artic…
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My plan to fix climate change:
1. Invest billions and partner w great companies to build products that eliminate emissions.
2. Reinvest all capital+profits to build America’s own vertically integrated climate supply chain.
3. Breathe clean air, high five my kids.
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There will be a viable third political party in the US by 2030.
Centrist, pragmatic and cuts through the bullshit.
The current system is so broken, you can only support it through a combination of willful blindness and stupidity.
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I’ve had every car imaginable:
Range Rover
Mercedes
Bentley
Toyota
Ferrari
Volkswagen
Honda
And my Model Y is the absolute best, no close competitor.
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Replace the US Federal Tax Code's 7000 pages and millions of words with a simple flat tax. It could fit into a few pages of simple english, make paying taxes simple and enforcement even simpler.
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Loss porn: In 2014 I bought an empty lot in Lake Tahoe for $1.6M....in Bitcoin.
Price adjusted for today, I paid $27.5M for it. 😢😂😂😂
wsj.com/articles/lake-tahoe-…
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Can’t believe up until three weeks ago, many people thought racial intersectionality was more important than physics and math.
Make Education Great Again!
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Listen to this. 🔥🔥🔥
I love my bestie @DavidSacks ❤️❤️❤️
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A reminder to myself and others: If it were easy everyone would do it. In reality, it’s hard and most people give up.
Good luck to all the players in the arena. Be proud of the dust on your face.
Back to the grind...❤️❤️
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New feature: Grok auto analyses all new congressional bills, summarizes it into a few pages a 5-th grader can understand and publishes it into everyone’s feed.
You can mute these stories but you can’t say you weren’t given a chance to know.
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dear journal, today was busy:
1. bought some YOLO calls on $gme
2. announced i'm running for governor of CA?
3. bought more Li, Ni and Co supply for batteries
4. finished details of a new insurance company i co-founded
details of #4 coming tmr morning. lmk what you think...
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The image below is focused on the metals that Tesla needs to build 20M cars per year but imagine when ALL vehicles are electric. The numbers get extreme.
Not only does the US need these metals, we need to decouple our reliance on China to get/use them.
I have a position.
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This is not social justice reform when someone like this walks the streets.
This is chaos.
Listen to this father.
Listen to this father.
We need to hold judges & DAs responsible for releasing vicious murderers on innocent victims.
nitter.app/matt_vanswol/status/19…
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The faster we vaccinate, the quicker we prevent the virus from mutating to a version that existing vaccines DON’T treat.
So stop virtue signaling with these dumb vaccination criteria and start mass vaccination programs. NOW!!
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Anyone who ever advocated that more taxes would create more equality or value are being proven categorically wrong.
All more taxes did was empower the bureaucratic class with resources to steal, grift and create shadow organizations to do things the US government wasn’t supposed to be doing in the first place.
The receipts in just the first 14 DAYS already prove this out. Can you imagine what we learn over the next 14 months?
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It’s on. #RecallGavinNewsom
chamathforca.com
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Godspeed to President @realDonaldTrump, Vice President @JDVance, @elonmusk, @RobertKennedyJr and @VivekGRamaswamy
Go 🇺🇸!!
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OH from a Prime Broker:
1. biggest 4 day de-grossing from hedge funds they’ve ever seen.
2. Multi strats lost last week; traditional L/S guys this week. Hearing funds down anywhere from high single digits to 25%+ YTD.
Markets only down 2.5% so retail buying as funds selling.
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Here is the harsh truth as someone who allocates capital in different parts of the world:
Canada is no longer a compelling place to invest. Hasn’t been for a few years now. As a result, the economic prosperity of Canada will continue to shrink. This is despite an incredibly young, bright, capable and technical workforce that is second to none.
In short, Canada needs more meritocracy and less virtue signaling.
Make Canada Great Again!!
HAPPENING NOW: Another question for Trudeau on Donald Trump followed by another spastic and unhinged response.
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Dear MAHA,
Bobby’s in! You’re up. Please help us.
Love,
People with common sense
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1. Trump is more popular with young people than old people. Most young people don’t own stocks or homes (aka they are asset-light).
2. Trump is also more popular amongst working and middle class folks. Most of these folks are also asset-light.
It stands to reason that a fall in asset prices (stocks down or home prices down) have very little impact on his core constituents. To that end, I won’t be surprised if Trump has little reaction, then, to an equity or home price market correction.
Separately, the upside of shrinking these asset prices is that it gives the folks mentioned above a legitimate chance to buy into those markets at lower levels, making equity ownership and/or home ownership more possible.
Tangentially, if Trump figures out how to get rents lower, he will unite young people and asset-light working people into a reliable voting block for the foreseeable future. He will have given them the trifecta: cheaper stocks, cheaper homes, lower rent.
Said differently, don’t presume that the stock market going up is a useful barometer anymore. In fact, it going down may be a better signal for his popularity.
Time will tell.
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Vox populi
No bills should be passed Congress until Jan 20, when @realDonaldTrump takes office.
None.
Zero.
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Steve Kerr is a hapless rube.
He is blindly defending an institution that:
1) Is a Corporation with a $53B balance sheet masquerading as a non profit.
2) Has the absolute worst scores for freedom of speech amongst ALL colleges in America.
3) Was admonished and defeated by the Supreme Court because they were discriminating in their admissions process and violated the Constitution.
4) Has allowed anti Semitism to fester unchecked on campus to such a degree that it led to the ouster of their President because of her incompetence in dealing with it.
Normally, when an executive at a company where I own equity speaks on topics beyond their knowledge and reveals themselves to be an idiot I usually just fire them or sell my equity.
Fortunately, I already sold all my equity in the Warriors last year at the-then all time high so this isn’t my problem but the total ignorance of his comments still stands.
“It’s crucial for all of our institutions to be able to handle their own business the way they want to, and they should not be shaken down and told what to teach — what to say — by our government. Way to go, way to stand up to the bully.”
Kerr rocking a Harvard shirt postgame
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Wet your beak California. 0% taxes, best paid teachers in the country and a bonanza of climate friendly jobs.
Chamathforca.com
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Make no mistake, just like in a private company, these are losses. America is deeply unprofitable, far away from breaking even and if outsiders stop lending us money, we will go bankrupt.
So, in case you didn’t know better, if you are still wishing DOGE to fail, you are wishing for America to default.
The train is out of control…
The first five months of FY 2025 produced a deficit of $1.15 TRILLION. That’s $319 Billion more than the deficit recorded in the same period last fiscal year.
We’re running a $2.75 TRILLION annual deficit.
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This is ridiculous.
The real thing that makes these activists mad is that Mr Beast solved a problem for very little money and in very little time - and that by doing it so cheaply and quickly, it highlighted the inefficiency and graft of the existing organizations/solutions.
REPORT: Activists are upset at YouTuber Mr. Beast for building 100 wells across Africa that provided clean drinking water to its citizens
Although the wells provide clean water to half a million Africans, activists are upset with Mr. Beast because they're annoyed a white male was the one who solved the problem.
"I’ve been doing this for 15 years, but we’ve been struggling to continue the work because funding, awareness, and advocacy all take work," said founder of FACE Africa Saran Kaba Jones.
"Overnight, this person comes along, who happens to be a white male figure with a huge platform, and all of a sudden, he gets all of the attention. It’s kind of frustrating, but it’s also understanding the nature of how the world is," she said before giving him a weak 'thank you.'
Others were upset that Mr. Beast "highlighted" the failures of the Kenyan government that maintained the stereotype that Africa is "dependent on handouts… and philanthropic intervention."
Mr. Beast predicted the backlash, saying he he knows he is going to get "canceled" but he doesn't care.
"I already know I'm gonna get canceled because I uploaded a video helping people, and to be 100% clear, I don't care."
Clean drinking water is racist.
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If you recall @GavinNewsom here is my platform for Governor:
1) Cut CA income tax from 16% to 0%
2) free education vouchers for all kids
3) $2k for every new child born and raised in CA
4) make CA the global center of all tech and climate jobs
Who wants some?
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I made 8 investments this year in the public markets.
If you had bought every company on the same day I wrote about, or IPO’d it, your return would have been 355%.
My commitment to you is to continue to find investments, put a bunch of my money in it and share them with you.
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I had a child “diagnosed” with ADHD several years ago. The immediate reaction of the people involved was to prescribe drugs.
We refused.
Absolutely under no circumstances were we going to let our pre-pubescent child take amphetamines which is what these ADHD drugs are.
More generally, I found the diagnosis process shoddy, the availability of resources for my child (tutors, executive function help etc) to be scattered and expensive and the desire of the school to “solve” the problem lazy and reductive (sit alone, go take tests in a separate place, have more time on assignments and feel isolated from peers).
It can’t be the case that so many of our kids have ADHD and are then put through this.
I find it more plausible that economic incentives drove an entire industry to spring up around an FDA approved drug that, looking back, mostly doesn’t work. People make money diagnosing it, tutoring around it, coaching around it, etc etc
This has done decades of damage to kids.
Here is a summary from Grok of a great article in the NYT.
nitter.app/i/grok/share/QrZi1ynUN…
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A tremendous amount of ground covered:
“Justin Trudeau and I got along very well, but there were natural differences in that he is very Liberal, and I, to put it mildly, am not. It will be very interesting to see how we do in the future, but first, I have to get there.
His mother was beautiful and wild. In the 1970s, she would go "clubbing" with the Rolling Stones, but she was also somehow associated with Fidel Castro. She said he was "the sexiest man I've ever met," and a lot of people say that Justin is his son. He swears that he isn't, but how the hell would he know! Castro had good hair, the "father" didn't, Justin has good hair, and has become a Communist just like Castro.”
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This ruling is really good.
Why?
The process is still early and, as such, is in a phase where the antibodies are just emerging and starting to ramp. We haven’t seen a crescendo yet but it’s coming. It is akin to the adrenaline fueled fight/flight response of a trapped animal.
So, through that lens, this lawsuit is just the tip of the iceberg. The next few weeks and months will be about trying every way, shape and form possible to keep the status quo in place. But in doing so, the Deep Sate actors, their enablers, their sources of capital and their methods will be exposed.
By having this fight in the open, there is a very good chance of educating the American people about what is actually going on and, as a result, making the changes last.
This will be the real legacy of DJT, Elon and DOGE.
LAWFARE: In an egregious and unconstitutional assault on executive authority, Judge Paul Engelmayer has unilaterally forbidden all of Trump's political appointees—including Treasury Secretary Scott Bessent—from accessing Treasury Department data. This ruling, concocted without legal precedent or constitutional justification, is nothing short of judicial sabotage. Worse, it was issued ex parte—meaning Trump administration lawyers weren’t given notice, weren’t allowed to argue, and weren’t even in the room. Only Democrat attorneys general were heard, ensuring a predetermined outcome.
Engelmayer’s order is legally indefensible. He cites no statutory basis because none exists. He offers no constitutional rationale because the Constitution directly contradicts him. Instead, he fabricates a fiction: that the duly appointed Treasury Secretary is nothing more than a ceremonial figurehead, akin to a powerless monarch, while unelected bureaucrats—who answer to no voters—control the nation’s finances. This is judicial tyranny masquerading as jurisprudence.
The implications are staggering. By stripping the executive branch of access to its own financial data, this ruling effectively transfers control of the federal purse to the permanent bureaucracy—the so-called “deep state.” That is a direct assault on the Constitution’s separation of powers, which vests executive authority in the elected President and his appointees, not in career government employees.
This is lawfare at its most brazen: a raw, partisan power grab dressed up in legalese. If allowed to stand, this decision sets the precedent that any left-wing judge can unilaterally strip the President of his authority and hand it to the administrative state. That is not democracy. It is not law. It is judicial dictatorship.
While the order is currently set to last only a week, no serious person believes this won’t be extended if the courts think they can get away with it. The Trump Administration should treat this for what it is—an unconstitutional usurpation—and consider defying it outright. No judge has the authority to cripple the executive branch and hand power to unelected bureaucrats.
Beyond that, the Supreme Court must intervene and overturn this blatant violation of constitutional governance. Judge Engelmayer should be barred from hearing any future cases related to executive authority, and every Democrat lawyer who enabled this attack on the Constitution should be sanctioned.
This is not a legal dispute—it is a coup by the judiciary against the elected government. And it cannot be allowed to stand.
ALT Federal Judge Paul Engelmayer ordered that President Trump and each of his appointees were forbidden from accessing Treasury Department data without even allowing the president’s lawyers to appear or comment.
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Starting in Feb, WhatsApp will begin sharing all kinds of data with Facebook. They just killed their best feature - privacy.
Please no longer text me on WhatsApp. Download @signalapp
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Only in America can you chase your dreams, take risks, grind for decades and find a wife you don’t deserve.
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Watch this video. It has some important details about what led to yesterdays incredible video from the WH:
1) US sent Bessent weeks ago to Kyiv get a deal signed. Z said no, I’ll sign in Munich.
2) US sends JD and Rubio to Munich. Z stalls and says I’ll sign in Washington.
3) Z shows up at the WH, feels emboldened and chaos ensues.
If nothing else, this makes the grounds for an audit of all the aid sent to Ukraine a very likely outcome.
To be fair, Z must be under tremendous pressure. It’s a very unenviable position he’s in and it’s a very weighty responsibility to both defend your people and fight an invading army. But, frankly, knowing this, between him and his key staff, they need better planning and restraint than what was displayed.
What we saw was brewing for weeks then ignited in front of a US President who was elected, in part, because of his ZERO tolerance to be a part of any war of any kind.
Z made his bed yesterday. He is clearly under severe pressure, but that was a major blunder.
UKRAINE: Secretary Bessent confirms this was the third time Zelensky has agreed to the terms of the mineral deal only to back out. This time it was staged for the media.
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Cut State Regulations by 90%
Replace DMV with an App
Institute School Choice
Eliminate Income Tax, Replace with a Consumption Tax
Double Police and Enforce the Law
CA's best and brightest are leaving the state in droves - this would get them back.
Make California Great Again!
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I wonder where USA’s $100B went? Everyone now scurrying to cover their ass, including Zalensky.
Maybe the answer will be in the wires sent from Treasury.
Holy shlit. Zelensky claims Ukraine only received around $75 billion of the $177 billion in aid that was sent from the United States.
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As one accumulates wealth, their earnings typically shift radically from income to securities and assets. Said differently, they rely less on income and more on equity appreciation.
As such, if the wealthy wanted to benefit themselves the most in tax policy, they would advocate for a lower capital gains tax (or none at all) and modified depreciation or rollover rules, not zero income tax.
So whenever you see a proposal for zero income tax, please try to consider that this benefits lower, lower-middle, middle and upper middle incomes THE MOST.
And it forces the government to abide by lower inflows and be more modest in how the spend your money.
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The public airwaves are filled with lies, acted out by professional liars,subsidized by our tax dollars.
It’s time to return the media to the people.
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It's not clear. You and your buddies are strong, rich and have a lot of influence so you need to do whatever you can to keep the rules in your favor.
Maybe the SEC will ask for an open inquiry?
Maybe Congress will hold hearings?
Let's see...now go to bed.
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I have only one paid subscription to the traditional media left: the WSJ.
Reading it over the past few days lays bare how the establishment works through a gullible and complicit media to try and character assassinate their threats.
Specifically, they are having an absolute brain hemorrhage right now as they confront the possibility of Tulsi at DNI, Kash at FBI and Bobby Kennedy at HHS.
My simple conclusion is that all three must be confirmed.
Drain the swap.
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Can’t make this up. We’re living in a simulation.
Nvidia's stock, which has been roughly flat since June of last year, could be breaking out IF there is so much enthusiasm for what we knew would happen in the data center world plus what we talked about last night on @MadMoneyOnCNBC
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My current best view:
Trump lets tariff reactions play out for a few weeks. Sees the trend of capitulations and is emboldened to keep going. He fields offers from everyone. Negotiates with no one.
Then brings everyone to MaL in a month or two and puts an offer on the table: Bretton Woods 2.0. It’s simpler and more effective to have one Grand Bargain than negotiate piecemeal with 80 countries+.
I am focused on figuring out what terms matter most for the MaL Accords. I have a few in mind which are obvious and would kingmake the US.
I don’t buy this whole “end of US hegemony”. This is the moment to go for the jugular and establish world order around America.
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