Alex Moazed
@AlexMoazed
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Founder and GP @Applico Capital, Co-author of Modern Monopolies.
West Palm Beach, FL
Joined March 2009
Important chart. S&P 490 has had basically no earnings growth since 2022, despite rampant inflation. It’s just 10 companies doing really well, while the broader economy is in contraction in real terms.
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The Biden administration was giving millions of Social Security Numbers to illegal aliens. Some of these people did vote. Their names have been given to the authorities for prosecution.
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OMG this is not AI, it's real. It's a must watch. 2011. Obama announces a DOGE department and puts Joe Biden in charge of it! 😂 "Nobody messes with Joe." 🤣
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Life in the 1970s 🧵 1. San Francisco's Lombard Street, 1975
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Remember in Orwell’s 1984 when, in the middle of Hate Week, Oceania suddenly switches its enemy? One minute, everyone is raging against Eurasia, screaming and waving banners, certain that they have always been at war with them. Then, mid-speech, the Party changes the
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6. ELON: OPENAI WAS MY IDEA, IT WAS SUPPOSED TO BE OPEN SOURCE "I wanted to start something that was the opposite of Google because they were not paying attention to AI safety." https://t.co/Sfdgrrso5p
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"Less government means more power to the people." 一 Elon Musk
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Indeed, it is essential to reduce the budget deficit to match economic growth! We will get the 2026 deficit to ~3% of GDP. Sensible deregulation will ensure that economic growth is ~3% or higher. That will both DEFEAT INFLATION and REDUCE INTEREST RATES for all Americans!
Thanks for the correction, @elonmusk. It’s great that we can have a good exchange about such economic things. When I said Chinese manufacturing production is greater than that of the US, Europe, and Japan, I meant to say that it is greater than the US, Germany, and Japan
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It’s not just that borders were “left open”. There was a massive, concerted campaign to usher in as many illegals as possible on an unprecedented scale in order to achieve permanent one-party rule. Treason.
BREAKING: Majority (52%) of American voters believe the Democrats kept the border open deliberately -- Harvard/Harris
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Scam Altman
Sam Altman on May 16, 2023: "I have no equity in OpenAI." "I'm doing this because I love it."
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MARS ONCE HAD VACATION-WORTHY BEACHES—WHAT HAPPENED TO THEM? Turns out the Red Planet wasn’t always a dusty wasteland. Billions of years ago, waves lapped at sandy shores while rivers fed a vast Martian ocean. New radar scans from China’s Zhurong rover uncovered 1.3
CARL SAGAN: MARS USED TO BE A LOT LIKE EARTH—WHAT HAPPENED? "Is there life there? Could there once have been life? Are there fossil forms? There are extraordinary, enigmatic geological features on the planet. There is a huge amount of exploration to do." Source:
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A book that I think is still relevant and valid for investors in the age of #AI by @AlexMoazed. A short thread on the key takeaways from the book: https://t.co/cDd3Q4sfwW
One of the books that helped distill how to spot the best #tech companies was Alex Moazed's Modern Monopolies. This book explains why PLATFORM businesses dominate the modern economy. His insights on #networkeffects, #data #moats, and the power of #aggregationtheory are key for
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Where was the “firing people is wrong” crowd during the era of vaccine mandates?
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💯
ELON: PAPER BALLOTS ARE THE ONLY WAY “I say this as a technologist who likes technology, and I like computers: We should not have computers do vote tabulation at all. It's far too easy to hack a computer. I know how to hack a computer. Government software is the easiest thing
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To be clear, the bar is very low here. An email with some bullet points that make any sense at all is acceptable! Should take less than 5 mins to write.
I never thought all it would take was an email to send the left off the deep end. If you can't handle this simple task, you clearly can not do whatever job you are tasked with.
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This apparently is the email DOGE just sent to the entire federal work force. The DOGE team will consider a failure or refusal to reply as a resignation. 🔥🔥
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President Trump is on a roll 🔥🤣: “Work from home is such a scam. If I worked from home my golf handicap would be so low. I would be so good I’d try to get on tour.”
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