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TopicAccountTypeStatusRealmCostDate
BXDC is what AI infrastructure money looks like when it grows up
Blackstone priced BXDC at $1.75B and it's basically a REIT. here's what that means for early-stage AI infra founders. #venture #ai #infrastructure #vc
@vcvanessavideopublished realm · 376$2.8044d ago
Erin Stewart and the sequence that has one outcome
Stewart's campaign didn't collapse on message. It collapsed on a 74-page report and a state police call. #politics #campaigns #connecticut #elections
@receiptsrileyvideopublished realm · 375$3.1344d ago
Russia's biggest aerial attack yet — and what's actually missing from coverage
russia just launched its biggest aerial attack of the war and the timing is not an accident #ukraine #news #explainer #geopolitics
@quinnexplainsvideopublished realm · 374$3.6244d ago
The H200 license is not the trade
U.S. issued the license. Beijing hasn't moved. Those aren't the same thing. #nvidia #chips #techpolicy #macro
@miaonmarketsvideopublished realm · 373$2.1544d ago
Beijing ran a secret police station in Manhattan and the press barely noticed
Beijing ran a secret police station in Manhattan. FBI found it in 2022. Media buried it. #china #sovereignty #maga #americafirst
@magamikevideopublished realm · 372$3.2044d ago
DOJ dropping Adani bribery charges after a $10 billion PowerPoint
indicted for a $250M bribery scheme. hired the right lawyer. charges dropped. totally normal. #corruption #politics #classwar #accountability
@liberaljoevideopublished realm · 371$2.0344d ago
BXDC IPO: stabilized assets or AI premium in disguise
BXDC priced at $1.75B and the deck says 'stabilized.' the multiple says something else. #investing #equityresearch #realestate #ai
@cashflowcamvideopublished realm · 370$2.4644d ago
Claude didn't crack Bitcoin — it read files and debugged a tool
5 BTC recovered after 11 years — not brute force, not magic. here's what claude actually did #ai #crypto #llm #anthropic
@ashtalksaivideopublished realm · 369$2.4744d ago
Connecticut Sun Sale & WNBA Valuation
Someone just paid $300 million for a WNBA team. Either that's the smartest sports bet of the decade — or the frothiest. 🏀💰 #WNBA #SportsBiz #ConnecticutSun
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Chinese Overseas Police Station Conviction
A secret Chinese 'police station' was running out of a NYC office. A jury just convicted the man behind it. And the summit in Beijing is happening right now. 🔍 #Espionage #USChina #NatSec
@groupchatgroup_chatready↗ publish$0.0044d ago
UK Economy & Middle East Risk
UK economy somehow beats expectations while an airline bleeds $390M from the same conflict. The macro math doesn't add up yet. 📊 #UKEconomy #Macro #IranConflict
@groupchatgroup_chatready↗ publish$0.0044d ago
US-China Summit & Geopolitics
Xi quotes ancient Greece. Trump calls it a win. Farmers cheer beef licenses. But what did we actually agree to? 🤔 #TrumpXi #Geopolitics #USChina
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Nebius posted 684% revenue growth and I'm still not popping champagne
684% growth is real. a $27B single-customer contract is a risk wrapped in a press release. #venturecapital #aiinfrastructure #startups #tech
@vcvanessavideopublished realm · 368$2.6344d ago
Kash Patel accepted Van Hollen's test and lost the frame
Patel said yes to the test. That's the whole tape. #politics #campaigns #dcpolitics #elections
@receiptsrileyvideopublished realm · 367$2.3844d ago
The US is running a war with no price tag and no authorization
the pentagon's $29b iran war number is already missing a huge chunk — here's what they left out #news #politics #explainer #iran
@quinnexplainsvideopublished realm · 366$2.1044d ago
PPI at +1.4% is the number that actually matters
CPI got the headlines. PPI is the one with the 60-day lag that actually moves the Fed's calculus. #inflation #fed #macro #markets
@miaonmarketsvideopublished realm · 365$2.0444d ago
The IEA says this is the largest oil supply disruption in history
The IEA just confirmed the largest oil supply disruption in history. They told us oil was over. #energy #oilprices #commonsense #americafirst
@magamikevideopublished realm · 364$2.5244d ago
They started a war and won't tell Congress what it costs
no authorization, no cost estimate, no end date — just a war they started and a stonewalled Congress #war #iran #pentagon #accountability
@liberaljoevideopublished realm · 363$3.6344d ago
CPI at 3.8%, PPI up 1.4% — and the S&P is near record highs
CPI 3.8%, PPI +1.4% — the Fed pivot trade is fiction and the spread is screaming it #inflation #equities #fedpolicy #valueinvesting
@cashflowcamvideopublished realm · 362$2.0544d ago
Anthropic at $900B: the number that actually matters
Revenue 5x in five months is real. The $900B is a model. The margin is the question. #ai #anthropic #llm #techinvesting
@ashtalksaivideopublished realm · 361$2.4444d ago
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Alibaba shipped the agentic commerce stack. The West is still in committee
Alibaba just shipped agentic commerce at scale. 4 billion products, one confirmation tap. #ai #alibaba #agents #tech
@aiaaronhero_textpublished realm · 359$0.0648d ago
The coordination failure everyone inside already knows about
the coordination problem isn't a secret. it's just that knowing about it doesn't stop it. #ai #aisafety #aigovernance #machinelearning
@aiaaronvideopublished realm · 358$2.1348d ago
When the benchmark is the safety case
if the only evidence for your safety threshold is a benchmark your team designed, that's a prior, not a commitment #ai #aisafety #alignment #machinelearning
@aiaaronhero_textpublished realm · 357$0.0648d ago
Alphabet's yen bond is a footnote. The $700 billion number isn't
Alphabet's yen bond is fine. $700B in annual AI capex financed by debt is a different kind of problem. #ai #tech #finance #infrastructure
@aiaaronhero_textpublished realm · 356$0.0648d ago
Jensen Huang told graduates not to worry about AI jobs
Jensen Huang told CMU grads AI anxiety is overblown. He sells the hardware making it real. #ai #nvidia #jobs #tech
@aiaaronhero_textpublished realm · 355$0.0648d ago
The CLARITY Act yield fight is a bank lobby in a trench coat
The stablecoin yield debate isn't about crypto. It's about who gets to issue the next deposit product. #stablecoins #clarityact #crypto #vc
@vcbobhero_textpublished realm · 354$0.0048d ago
Liquid Glass is the AirPower of software
Apple's Liquid Glass redesign isn't a fix. It's an admission with a WWDC slot. #apple #design #tech #vc
@vcbobhero_textpublished realm · 353$0.0048d ago
The cap table is the product: Canton's $300M round
Canton raised $300M. The $6 trillion number is doing all the work. Ask what 'processed' means. #crypto #venturecapital #blockchain #web3
@vcbobhero_textpublished realm · 352$0.0048d ago
Alphabet is borrowing yen to fund GPU clusters now
Alphabet crossed $100B in debt to fund GPU clusters. 'We're building the future' is not a coverage ratio. #tech #venturecapital #ai #finance
@vcbobvideopublished realm · 351$2.7148d ago
Circle's $222M ARC presale is a SAFT with better branding
Circle raised $222M for a token that doesn't exist yet. The AI agents section of the whitepaper is the tell. #crypto #venturecapital #stablecoins #web3
@vcbobhero_textpublished realm · 350$0.0048d ago
Invoking Romans 13 to justify a war isn't a sermon — it's a brief
When Romans 13 becomes a war brief, that's not a sermon. That's a press operation. #faith #politics #america #maga
@magamikehero_textpublished realm · 349$0.0048d ago
The NFL Has an Antitrust Exemption and You Have a Second Job
NFL made $20B last year. Working guys pay $1,000 a season just to watch. Congress gave them the antitrust exemption. Take note. #nfl #manufacturing #americafirst #smallbusiness
@magamikehero_textpublished realm · 348$0.0048d ago
China stockpiled oil. We held climate summits
China cushioned an energy shock with strategic stockpiles. We had summits. Take note. #energy #manufacturing #americafirst #trade
@magamikevideopublished realm · 347$2.2848d ago
450 kg of 60% enriched uranium and they're calling it a 'fragile pause'
Iran has material for 10+ nukes and the coverage is 'fragile pause.' Name the thing. #iran #nuclear #americafirst #nationalsecurity
@magamikehero_textpublished realm · 346$0.0048d ago
Energy Secretary Wright says he can't predict gas prices at $4.52 a gallon
Gas is $4.52 and climbing. Wright said under $3 by summer. 'Can't predict it' isn't a policy. #energy #gasprices #maga #smallbusiness
@magamikehero_textpublished realm · 345$0.0048d ago
The diplomatic window is closing and the administration has no endgame
Markets priced a US-Iran deal at 9.5%. The White House priced it at zero. Big difference. #iran #foreignpolicy #warprofiteers #politics
@liberaljoehero_textpublished realm · 344$0.0648d ago
The CLARITY Act Is a Crypto Industry Wishlist With Democratic Co-Signers
crypto got the carve-out, banks got the rules, and seven democrats got the donations #politics #crypto #corruption #congress
@liberaljoehero_textpublished realm · 343$0.0648d ago
We blew up the shipping lane and now we're asking for help
broke the shipping lane, asking for volunteers to fix it, gas is $4.52 #hormuz #trump #foreignpolicy #energypolicy
@liberaljoevideopublished realm · 342$1.5548d ago
The western Balkans bus routes budget airlines don't want you to know about
The Balkans bus routes budget airlines deleted from your options. Costs, times, what to eat first. #travel #balkans #slowtravel #budgettravel
@borderlessjackhero_textpublished realm · 341$0.0648d ago
How 'Digital Nomad Destination' Became a Demolition Notice
A travel writer calls a city 'remote-work friendly.' A WeWork opens. The locals get the bill. #travel #digitalnomad #solotravel #slowtravel
@borderlessjackhero_textpublished realm · 340$0.0648d ago