rogForRetail @rogForRetail131

$GOOGL PE vs adjusted PE tells two completely different stories

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*Updated* OpenAI’s last 24 hours: > Head of Safety quit > Sued by NYTimes > Top Exec unexpectedly departs > Shuts down browser tool after 9 months > Sued for trade theft by Apple > Caught selling product to China against sanctions

Katie Miller @KatieMiller

a month ago

OpenAI’s last 24 hours: > Top Exec unexpectedly departs > Shuts down browser tool after 9 months > Sued for trade theft by Apple > Caught selling product to China against sanctions

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>be Chang Liu >senior system electrical engineer at Apple >8 years working on iphone >january 2026: leave Apple to join OpenAI >apple asks for laptop back >ignore them >lmao it’s my laptop now >within HOURS of leaving >message Yu-Ting “Alyssa” Peng, friend at Apple: Liu: “I still have another computer” >uses it to access Apple secret info >within weeks, use HER Apple work laptop >february 9: try Apple’s network storage >cloud repo of confidential engineering files >authentication bug. still works! >message Peng: “LOL, I found out I can access the [network storage], so funny” Peng: “I’m ready” >while developing hardware for OpenAI >download DOZENS of confidential files >including a thousand-plus-page compilation of technical files >including MLB (main logic board) manufacturing + testing presentations >send Peng links to Apple’s proprietary folders >point her to specific project data >coach her how to copy files “to avoid trouble with the security team” >tell her which confidential Apple materials to study before her OpenAI interview >warn her another guy “fumbled” Tang Tan’s questions about a secret Apple project >“download some info” for her to review >tell her: switch to LINE Messenger so nobody sees this >she gets the OpenAI offer, leaves Apple April 16 >meanwhile every message was left on APPLE-ISSUED WORK LAPTOPS >july 10: Apple Inc. v. Chang Liu >named first. before OpenAI. before Tang Tan LOL so funny

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300K it is 50% of the way to a millionaire. This photo lives in my head, rent free.

I STUDIED 50 PEOPLE WHO SEEM "LUCKIEST" IN LIFE No 5 AM wake-up calls. No tedious journaling. No complex productivity systems. Instead, they all do these 12 things religiously 1. They stop waiting for Friday to start living.

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Trump at 5:59pm on Sunday

The older I get, the more I realize that success at most things isn't about finding the one trick or secret nobody knows about. It's consistently doing the boring, mundane things everyone knows about but is too unfocused/undisciplined to do. Get good at boring.

I UPDATED MY SPACEX REVENUE ESTIMATES FOLLOWING THE NEW GOOGLE DEAL THAT WAS JUST ANNOUNCED SPACEX REVENUE 2024 -> $13.1 BILLION 2025 -> $18.7 BILLION 2026E -> $37.5 BILLION 2027E -> $58.9 BILLION HERE IS MY FULL BREAKDOWN $SPCX

x.com/i/article/2062…

🚨 SPACEX MAY BE THE BIGGEST INSIDER CASHOUT IN MARKET HISTORY!!! SpaceX is expected to go public on June 12 at a valuation of $1.75-$2 TRILLION. That would instantly make it larger than Microsoft and second only to Apple and Nvidia in the US market. Yet the company lost $4.28 BILLION in Q1 2026 alone and has accumulated deficits of $41.3 BILLION since founding. The real story is what happens after the IPO. Insiders currently own 95% of all shares. The public float is only 5%. And insiders are sitting on $1.66 TRILLION of paper wealth that cannot currently be sold. Most IPOs lock insiders up for 180 days. SpaceX isn't doing that. Just 60 days after listing, 20% of eligible insider shares can unlock. If the stock rises 30% above the IPO price, another 10% unlocks. Then five separate 7% unlocks hit between days 70 and 135. By November 2026, 93% of early-release insider shares could already be free to sell. This isn't just an IPO. It's one of the biggest liquidity grab events Wall Street has ever seen.

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"We think that with AI we can replace all of our Jr developers in our company" AWS CEO Matt Garman: "That's the dumbest thing I've ever heard"

> la IA contaba mal el inventario en Starbucks > Microsoft bloqueó claude code para sus propios ingenieros > Uber no encuentra el ROI después de gastar miles de millones en IA 3 derrotas de la IA esta semana en el sector laboral. WE ARE SO BACK

Polymarket @Polymarket

3 months ago

JUST IN: Uber’s COO says heavy AI spending is getting harder to justify, as higher token usage fails to show a clear payoff in consumer features.

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🚨La IA está costando MÁS que los empleados a los que reemplazó. Y las grandes empresas ya lo admiten en público: → Uber desplegó IA entre sus 5.000 ingenieros. En 4 meses agotaron TODO el presupuesto anual. Su COO reconoce que no puede justificar el gasto. → Microsoft ha retirado licencias de IA a sus propios desarrolladores para frenar costes. → Starbucks eliminó su sistema de inventario con IA tras 9 meses. Funcionaba peor que un empleado. → El vicepresidente de NVIDIA dijo recientemente que “La IA está costando más que los trabajadores humanos” Nos vendieron que la IA iba a ahorrar millones. La realidad → los costes se disparan, los resultados no llegan y las empresas están dando marcha atrás. Estamos ante el principio del fin de la burbuja de la IA?

Polymarket @Polymarket

3 months ago

JUST IN: Uber’s COO says heavy AI spending is getting harder to justify, as higher token usage fails to show a clear payoff in consumer features.

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Microsoft just banned its own engineers from using AI. The tool was literally costing MORE than the humans it was supposed to replace. They lied to you about AI adoption and now the whole narrative is blowing up: Microsoft gave thousands of engineers access to Claude Code six months ago and encouraged them to use it. Engineers loved it and adoption exploded. But then the invoices arrived. Token-based pricing means every query, every code review, every debugging session costs money. At scale across 100,000 engineers, the numbers became so large that Microsoft issued an internal order to cancel nearly all Claude Code licenses by end of June and force everyone onto their own cheaper tool instead. The company that invested $5 billion in Anthropic just told its own people to stop using Anthropic's product because it costs too much. Uber's story is even worse... Their CTO Praveen Neppalli Naga told The Information that the budget he planned for the full year was "blown away already" by April. Uber had rolled out Claude Code in December 2025. By March, 84% of their 5,000 engineers were using it with 70% of all committed code coming from AI systems. Heavy users were burning $500 to $2,000 per month each. Naga himself spent $1,200 in a single two-hour demo session. The company had even built internal leaderboards ranking engineers by how much AI they used. They literally gamified the spending and then ran out of money. Now look at what Nvidia's own VP of applied deep learning Bryan Catanzaro said to Axios last month. Direct quote: "For my team, the cost of compute is far beyond the costs of the employees." This is a VP at the company that SELLS the chips saying that using AI is more expensive than paying humans. Think about what this means for the entire AI narrative. Every CEO on every earnings call for the past two years has said the same thing: AI will make us more efficient, reduce headcount, and cut costs. The stock market rewarded every company that said it. Fired workers, stock goes up. Announced AI adoption, stock goes up. But the actual companies deploying AI at scale are discovering the math doesn't work. The MORE employees use AI, the HIGHER the bill. Goldman Sachs forecasts a 24x increase in token consumption by 2030 as companies adopt AI agents. Gartner just published a report showing that even though individual token prices will drop 90% by 2030, total enterprise AI costs will go UP because agents consume exponentially more tokens per task than basic tools. Meta built an internal dashboard called "Claudeonomics" to track which employees use the most AI. Amazon started pushing engineers to "tokenmaxx," their internal term for consuming as many AI tokens as possible. Both companies are spending hundreds of billions on AI infrastructure this year alone. And Microsoft, the company that bet its entire future on AI, just told 100,000 engineers to stop using the tool they liked best because the per-token bills got out of control. The companies building AI are telling investors it saves money. The companies using AI are finding out it costs more than the humans it was supposed to replace. And even the company that makes the chips just admitted it through its own VP. This is the gap nobody on Wall Street is pricing in. $725 billion in AI infrastructure spending this year across Big Tech. And the first companies to actually deploy these tools at scale are already pulling back because the economics don't work. What do you think?

At age 25, you give your hedge fund manager $100K to manage, and he produces an annual return of 8%. Assuming a 1.5% management and 20% performance fee, by the time you retire at 65, you will have $764K But the manager will have $1.24M (at zero initial investment!)

Acquired Podcast @AcquiredFM

3 months ago

1% of assets sounds small. But if you're compounding at 7% per year, a 1% fee actually costs you 14.3% of your returns each year. Here's a chart illustrating the idea we talked about on our Vanguard episode.

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@JBEdwards904 @burrytracker @pelositracker @grok @grok Did he sell or buy the puts on NVDA ?

Breaking: Leopold Aschenbrenner just filed his Q1 2026 13F Here's everything you need to know about his recent 13F Top 10 positions: 1. VanEck Semiconductor ETF $SMH [Put] — $2.04B 2. Nvidia $NVDA [Put] — $1.57B 3. Oracle $ORCL [Put] — $1.07B 4. Broadcom $AVGO [Put] — $1.01B 5. Advanced Micro Devices $AMD [Put] — $969M 6. Bloom Energy $BE — $879M 7. SanDisk $SNDK — $724M 8. Micron $MU [Put] — $584M 9. CoreWeave $CRWV — $556M 10. Taiwan Semiconductor $TSM [Put] — $535M New positions: • $SMH, $NVDA, $ORCL, $AVGO, $AMD, $MU, $TSM, $ASML, $INTC, $GLW — all puts • $MU [Call] — $422M • $TSM [Call] — $355M • $SNDK [Call] — $389M Biggest adds: • CleanSpark $CLSK: +648% shares • Riot Platforms $RIOT: +87% shares Biggest trims: • CoreWeave $CRWV [Call]: -83% shares • Bloom Energy $BE: -36% shares Full exits: • Intel $INTC [Call] — was $747M • Lumentum $LITE — was $479M • EQT Corp $EQT — was $133M • Tower Semiconductor $TSEM — was $85M Summary: He kept his AI infrastructure longs and opened $8.45B in new puts against tech and semiconductor

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@NateSilver538 He’s made approximately 10,000x + the wealth his parents had and you don’t need to guess about his returns, they are public. But you sound like you’re mega butt-hurt by something he said in one of his tweets, so now you’re just speculating with blind resentment.