Probably the most contrarian one can get right now is betting on deflation.

mealsothinks agencies are kidding themselves rating CVNA securitizations AAA (safer than US Treasuries). Sure dude. Delinquencies are at 30yr highs, multiple subprime bankruptcies in 2025, and GDP data shows auto contracting. Pretty much all of Carvana’s loan metrics are

methinks Ally Financial will not exist standalone in 2030

Incredible civilian leadership. 11/10. @ShawnRyanShow https://t.co/ITtJ1GXF7x

Not a new video but an incredible example that you and I are both a) capable of minor yet life-altering acts of kindness and b) entirely reliant on one another for survival. We forget this when spending too much time in digital society (at least in its current form). Plus,

Had dinner last night with a bunch of hard-tech founders from El Segundo. Really inspiring stuff TBH. They're building hypersonic missiles, autonomous fishing vessels, nuclear power plants, drones to maintain undersea pipes and cables, early detection sonar systems, etc. Made

Guys endless demand for logs of Zyn cool mint 3 is the stagflation driver the Fed's worried about

There should be a touch-based 911 system for situations when you cannon speak on the phone. Location services and a few taps saves time, offers live tracking, and reduces stress-induced conversational delays.

Pocari sweat is nectar

Today, Valar Atomics became the first startup in history to split the atom. Announcing Project Nova, a series of zero power critical tests on Valar Atomics' Nova Core in collaboration with Los Alamos NCERC and NNSS. Nova went critical for the first time this morning at 11:45am.

In 2015, I marched for Bernie and donated to his campaign. In 2019, after years of being a miserable democratic socialist who blamed everyone else for my sadness, I decided that I couldn’t stand being a miserable fuck anymore, and needed to start taking risks and aggressively

ZIRP is macroeconomic socialism

optimistic realists should have the highest status in a functional culture

Cooking with gasoline @beffjezos

Religions are like cuisines: Developed in isolation. Traded globally alongside goods. Infinite derivations of core ingredients. Many people explore different cuisines yet disdain different religions. Bizarre…

This whole “buy when others are fearful” strategy works damn well in the age of constant anxiety. Bears are a dime a dozen these days. Fear sells, but optimism always wins.

$1.5T is quite the vote of confidence for deep tech founders. Let ‘er rip.

11/20/2025 will be the greatest beginning of all new beginnings.

We are excited to back Hubble Network with an $8.6M investment into their $70M Series B. By connecting everyday Bluetooth devices directly to satellites, they’re redefining global connectivity and opening massive new markets across IoT and beyond.