Entrepreneur who invests as a relaxing hobby. $hood addict and ex-$hood millionaire. Now holding $amd, $rklb, $mrvl, $spcx

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Joined March 2008
Carl Bagdaddy retweeted
4 things developers should know about AMD x Meta today: 1️⃣ AMD Helios rackscale systems are running at Meta. 2️⃣ AMD EPYC processors power the compute behind Meta’s Muse AI agent. 3️⃣ AMD technologies delivered Day-0 support for Muse Spark Open and Muse Glimmer. 4️⃣ AMD and Meta are contributing improvements to PyTorch, Triton and ROCm for developers to use. From silicon to software, AMD and @Meta are building for the next generation of AI. bit.ly/47KlRUs
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Carl Bagdaddy retweeted
Revolut founder Nik Storonsky says one of his investors tried forcing him to fire his best person: “He was forcing me to fire my best person, because he was too hardcore.” “Of course I didn’t fire him. I said no.” “Pretty early on I realized that quite a few VCs, they are not very operational, and they can be actually dangerous for the company if they have enough power. So every single investment round, we just remove VCs.” “Now I don't have any VCs on the board. I think that's the best. You always need to have operators rather than VCs on the board, people who actually build business and who know how to do things.”
Nik Storonsky is one of the most hardcore and competitive founders I’ve ever talked to. He’s the founder of Revolut, a $115 billion company, and wants to be the number one bank in 100 countries. When someone asked Nik if he was coming for Jamie Dimon's lunch, he said “I’m coming for his dinner.” “We want to dominate, otherwise what’s the point?” He removed every VC from his board, and when one investor pushed him too far, he started his own fund to compete with them. Nik has a lot of ideas on talent, product design, marketing, constraints, and what makes founder-led companies special. This is a fascinating conversation about competition, speed, and building a machine-like company. 0:00 Coming for Jamie Dimon's dinner 2:04 Building the #1 bank in 100 countries 6:12 Why founders beat professional CEOs 8:45 Revolut's biggest mistake 12:47 Why legacy banks can't innovate 17:20 Running a company like a machine 20:28 Funding winners and cutting losers like a trader 23:31 How AI is changing Revolut's team structure 25:23 50 direct reports and spreading innovation fast 29:59 Hiring self-guided missiles 33:31 Too much money makes founders weaker 37:38 What Europe's constraints taught Revolut 41:08 Why VCs are like football cheerleaders 49:28 Starting a fund to compete with VCs 54:28 From zero marketing to buying Europe's airports 1:00:21 Funding moonshots like a global tech company 1:03:58 Building an unstoppable machine Includes paid partnerships.
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France Right Know 😂
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Carl Bagdaddy retweeted
David Friedberg says the US needs an economic reset to avoid having a social collapse like France "It depends on how far the collapse goes. You could have this sort of social collapse that you see in some countries that involve rioting and murd*r and all these sorts of things." "Or you end up having what is more of like an economic collapse, which is sort of like Argentina and Brazil, Greece more recently, where the ability to service the debt because the government got too big forces this kind of restructuring of the economy." "And yes, there are still massive protests, there is still an incredible loss of net worth, there's an incredible inflation effect that wipes out asset values for people. And you end up having kind of economic resetting without the great social resetting." "I think we have to do something. I don't think we can run a higher deficit-to-GDP than France in the United States with the same debt-to-GDP as France and only modestly higher GDP growth. I think we are fundamentally going to need to have some degree of reset in the United States." "The question is, do we want it to be a massive social reset, or do the left and the right want to put on their hard hats and say, 'Okay, we got to go in the mines and do the work and figure out how to cut this from seven and a half years to four years and do it in a way that doesn't destroy the economy.'"
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Carl Bagdaddy retweeted
"The pace, and the expectations that came with it, felt almost as jarring [in China] compared with America as America's pace does compared with Europe. Everyone was just on it, all the time." world.hey.com/dhh/seven-year…
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Carl Bagdaddy retweeted
Sports shop in France!
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Carl Bagdaddy retweeted
Nerdy answer: every widely used SQL database will use an atomic update or mutex to prevent conflicting writes. You don't need to reinvent databases. A senior SWE needs to prioritize making the business money, not reinventing the wheel.
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Carl Bagdaddy retweeted
since everyone is sharing their fav nathan bit mine is him doing the asian accent. kills me every single time
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Carl Bagdaddy retweeted
Respect.
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Carl Bagdaddy retweeted
Omarchy on a Xiaomi 18 Fold. Liqiang Wang (@shujishcn), VP of Xiaomi XRING, showed @dhh his setup at our install party. Later, he shared his Omarchy experience on stage.
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Carl Bagdaddy retweeted
Hey man you never know what’s happening in other cities but Tiktok is here to save us and let us know
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Carl Bagdaddy retweeted
Just some words of emotional support for your SK Hynix, $SNDK, $MU fanclub. $DELL CEO on memory, suggested: "It's a 4 year problem because there's just not enough supply" Factories take about 4 years to build, meaning new production would emerge 2029 or 2030. and that semiconductor shortages could worsen in 2027 stating: "I do think it gets worse next year in terms of demand and supply". I think it's strange we're getting unprecedented forward visibility with memory... as $GOOGL and richest hyperscalers seek LTAs into 2035. And a major sector crash as well over durability/financing concerns.
$GOOGL is now discussing deals to extend their memory LTAs through 2035 from KeyBanc channel checks. Samsung already has 70% of their capacity allocated through 2031, and this move would suggest a more durable cycle for $MU, $SKHY, and the others. They also expect HBM prices up 80% to 100% in the Q1 2027. Having all your capacity potentially allocated out into 2035 via LTAs would ease a lot of memory durability fears.
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Carl Bagdaddy retweeted
Amar'e Stoudemire made $161 million playing basketball. He just finished police academy at 43 for a job where rookie cops in Miami-Dade start around $58K a year, which is about a quarter of what the Knicks paid him for one game. Once you hear how he grew up, it might be the least surprising career move in sports. His dad died of a heart attack when he was 12. His mom was in and out of prison for petty theft and forgery, and every time her life got turned upside down, his did too. By the time he graduated, he'd bounced between five high schools in two states, six different times. Transcript problems from all that moving cost him most of a freshman season and then a full year of eligibility. He didn't even start playing organized basketball until he was 14. A few of the people who kept him on track weren't family. His AAU coach took him in, a minister helped, and so did a local cop named Burney Hayes, who let him crash at his place sometimes. All the moving left him with two full high school seasons. That was enough for Phoenix to take him 9th overall in 2002, the only high schooler picked in the first round that year, and he beat out Yao Ming for Rookie of the Year. He made six All-Star teams, had microfracture surgery on both knees, signed a $99.7 million deal in New York, and got inducted into the Hall of Fame two months ago. He also owned a piece of a pro team in Jerusalem. Nobody would've said a word if he'd just enjoyed the money. So at 43 he signed up for a 10½-month academy and told SI parts of it were as tough as anything in the NBA. He walked out with an award for what he gave his class. His uncle, cousin and sister were already in law enforcement, and when they asked him on career day what he wanted to be, he said cop. He's joining Miami-Dade Schools Police, the department that actually works the hallways. Some kid in Miami is going to switch schools for the third time this year, and the officer at the door will be a 6'10" Hall of Famer who did it six times.
$161,628,892 in career earnings later, Amar'e Stoudemire is now a police officer in Miami 🫡
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Carl Bagdaddy retweeted
$200M ARR from SEO. The SEO-on-steroids playbook behind airSlate: 1/ They run one of the biggest SEO machines on the internet -> 4.8B keywords tracked and 35M pages built over the years: a page for every form, tool and city, even "compress PNG from 17MB to 15MB", in 7+ languages -> PDFfiller even ranks #1 on Google for "fake marriage certificate" 2/ They buy companies, put their SEO machine behind them and grow revenue 10x -> signNow made ~$3M a year when they bought it, paying only $2M in cash. Now it makes $35M -> Every company keeps its own name and team, and shares only marketing, payments and DevOps 3/ They sell to 31M tiny US businesses -> The plumber, the baker, the bookstore owner. 1.1M of them pay ~$180 a year each 4/ One simple page makes $106M a year -> PDFfiller, a site where you edit and sign PDFs, has ~860K paying customers on its own 5/ A free AI product built only to pull traffic -> bizdraft . com writes a legal agreement in 90 seconds with no sign-up, then sends people to their paid tools 6/ Even they think mass SEO is about to end -> The CEO gives keyword SEO 9-12 more months and expects search to drive 30% of new customers instead of 80%. On ChatGPT SEO gurus: "It's bullshit" 7/ They copy Google's search suggestions and make a page for each one -> Type "rental agreement" into Google and it suggests "rental agreement for a room in Texas" -> Their US Legal Forms site makes a page with that exact title, so it matches exactly what people search. They have ~120K of these pages 8/ 37,000 "DocHub vs X" comparison pages -> One for almost every competitor on earth, even tools nobody has heard of -> Plus 41 websites named after exact searches, like merge-pdf.dochub [.] com and chat-with-pdf.dochub [.] com 9/ They also run one of the most advanced Google Ads strategies out there -> 60M keywords, zero salespeople, and bidding math so good that a new customer's first payment already covered what the ad cost 10/ One product paid for everything -> PDFfiller was "a cash machine". They hit $18M revenue before raising, and reached $200M ARR on less than $200M raised Prepared by growth hackers at Ryze AI, the AI agent for paid ads
“ChatGPT SEO gurus? It’s bullshit," $200m ARR CEO of @airSlate In Vadim's first ever public interview on Top Founders podcast, he shares: Financial data (03:40) DocHub $22M, pdfFiller $106M, signNow $35M (03:52) “This page does $106M of revenue” (03:57) 866,000 paying customers on one product (04:35) 85,000 forms hand-built by lawyers (07:16) 2x ARR but Valuation down $1b to $800m (07:35) $100M revenue at last round. Now $200M (08:19) 2015: GC money, bought signNow, hit $50M (08:42) $18M revenue in 2013–2014 (09:10) “pdfFiller was a cash machine” (10:51) 1.1M paying customers, 866,000 on pdfFiller (11:04) 1.1M customers ÷ $200M = $180/year each (18:30) $200M ARR on <$200M equity raised Growth tactics (01:23) No “AI” branding (01:53) Why acquired brands keep their own names (04:58) Unannounced AI product (05:35) 85,000 lawyer-built forms. Why he’s not Harvey (07:55) “Customers build their own software? Baloney.” (08:54) Bought signNow at $3M. Now $35M (11:26) 4.8 billion keywords managed (11:30) 35 million SEO pages built (12:33) Contextual relevance vs programmatic SEO (12:50) 4.8B keywords. “Very few are productive.” (13:07) Search influence drops from 80% to 30% (13:30) Keyword-volume SEO dead in 9–12 months (14:27) “ChatGPT SEO gurus? It’s bullshit.” (14:55) “Our competition was not sophisticated” (15:05) Superior PPC bidding math. Now everyone has it (16:31) Vertical vs horizontal: the NDR fight Fundraising, M&A (06:43) $150M raised total, GE Capital, Morgan Stanley (07:03) June 2022: $52M at a $1.25B valuation (07:45) “My VC friends don’t understand” (08:35) Raised first money at $8.5M revenue (09:21) The no-board, no-VC golden years (09:37) “Get money as late as you possibly can” (17:26) Running the Bending Spoons playbook (17:37) M&A rule: $1M products “not interesting.” (17:56) How he handles a real board (18:40) “Some raised $20 for every $1 of ARR. Not us.” (18:46) “VC objectives and mine are slightly different” Available today wherever you get your podcasts.
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Carl Bagdaddy retweeted
Replying to @zerohedge
For sure in 2027, but if China ramps LP5 & LP6 as fast as they’ve ramped other manufactured products, then 2028 will be a different story. HBM is a tougher hill to climb, however.
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They sure start the kids young over in a Korea. Culturally engrained
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Carl Bagdaddy retweeted
Dear Secretary Bessent @SecScottBessent, My name is Everett Stern. In 2010 I was a compliance officer at @HSBC. From a back office in New Castle, Delaware, I watched billions of dollars move to drug cartels, sanctioned regimes, and terrorist organizations. The enemies of the United States. I documented it, I escalated it, and when the bank would not act, I took it to the @FBI, the @CIA, and eventually the @SECGov. The result was a $1.92 billion settlement. At the time, it was one of the largest in American history. It was also about five weeks of the bank’s profit. Not one banker was charged. Not one went to prison. I paid a different price. I lost my career, my savings, and my place in the industry I had trained for. I was blacklisted. Every door in American finance closed at once. I slept on a camping cot in a 300 square foot apartment because I could not afford a bed, and I waited tables at @PFChangs to eat. I tell you this not for sympathy, but so you understand that I know exactly what it costs to do the right thing in American finance, and exactly how little the system does in return. I made that sacrifice because I believed it would change something. Yesterday, your department fined @BankofAmerica $1.2 billion for failing to report more than $5 billion in suspicious transactions, some of it tied by your own findings to Chinese laundering networks, narcotics, and the southwest border, alongside 475 apparent sanctions violations touching Russia, Iran, and global terrorism. The bank admitted it willfully violated the Bank Secrecy Act. Fourteen years after HSBC. A bank with “America” in its name. And once again, not one individual charged. Secretary Bessent, I want to say plainly what I believe you already know. The fines are not working. A fine is paid by shareholders, absorbed by the balance sheet, and forgotten by the next earnings call. Bank of America reported earnings this morning. Nobody who set the alert thresholds, nobody who decided the 2024 cease and desist could wait, nobody who chose the backlog over the law will lose a single thing they value. Their lives are untouched. That is the entire reason the behavior repeats. This is money laundering. This is blood money. Money that reaches a cartel buys fentanyl that kills Americans. Money that reaches a terrorist organization buys the next attack. This country has fought a war on drugs and a war on terror for decades, at enormous cost in lives and treasure, and all the while we have allowed the financing to flow through institutions we charter and regulate. Cut off the money and we win. We have never seriously tried. There is also a question of equal justice that I cannot let go. Before I walked into the FBI building to report HSBC, I stopped in front of the Great Seal on the wall and read the words engraved beneath it: “Justice is the defense of our liberty.” I believed that. I still want to. But every day in this country, people go to prison for crimes that are nothing next to moving money for the people who want Americans dead. A suit, a title, and a corporate badge should not be a shield from the consequences that apply to everyone else. If a street dealer goes to prison for what he sells, the banker who moved the cartel’s money should be standing next to him. I also want to raise something that is rarely said in these conversations. Why has no one inside Bank of America come forward the way I did? The answer is that everyone in American banking knows what happened to me, and to the whistleblowers who came after. The last person who spoke up is the only policy anyone believes. That is a culture problem, and it starts with leadership, in the banks and in the agencies that regulate them. This is not a political issue. It has spanned administrations of both parties. It is a national security issue, and I am asking you to treat it as one. Three things would change the math overnight. Refer individuals for criminal prosecution. Not the analyst in the queue. The executives who set the thresholds and chose the risk. One banker in handcuffs would do more than every fine in Treasury’s history combined. End “too big to jail.” An institution cannot be too big to fail and too big to jail at the same time. If it is the first, it must be held to a higher standard, not a lower one. And if Bank of America will not act as America’s bank, review its charter. A national charter is a privilege granted on behalf of the American people. It should be conditioned on not moving money for the people trying to kill them. Secretary Bessent, you said yesterday that these actions send a clear message that even the biggest institutions are not above the law. With respect, the institution was never the problem. The people inside it are above the law, and they know it. Until that changes, I will keep writing letters like this one, and the next bank will keep paying the next fine. I gave up everything I had to stop this. I am asking you to use the power you have to finish it. Respectfully, Everett A. Stern HSBC Whistleblower Founder and Intelligence Director, Tactical Rabbit
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Carl Bagdaddy retweeted
Pronto, resolvi responder à provocação da semana passada do DHH. Rust é realmente tão melhor quanto ele disse (spoiler: não). Vou além: existem linguagens que vão gastar menos tokens? spoiler: não. Usar linguagens com tipagem forte vai gastar menos tokens ou dar menos erros? spoiler: não. Tudo que você lê como anedota ou superstição, resolvi colocar em teste e argumentar com números. Critique a metodologia ou rode seus próprios testes, mas esta é a nova régua pra essa discussão: akitaonrails.com/2026/10/11/… English: akitaonrails.com/en/2026/10/…
🤖 Made with AI
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Carl Bagdaddy retweeted
BREAKING: Further espionage insanity from China China owns the cars Norway’s soldiers rented for a military exercise. The cars proceeded to recorded the gate codes. The Home Guard used Hertz vehicles during a September drill in Oslo. Hertz’s ownership runs through Volvo to Zhejiang Geely. Soldiers found stored video of who got in, where they drove, and the codes they typed to open military gates. They kept using the cars. No replacements. Volvo still says Chinese ownership is not a risk. This is where reliance on Chinese tech leads you.
Norwegian soldiers discovered that Chinese-owned Volvo rental cars recorded and stored videos during a major military exercise in Oslo from September 14–18. The footage captured soldiers entering and leaving vehicles, their movements, locations and even security codes used to access restricted areas. Despite the discovery, the military continued using the cars due to a lack of alternatives. Source: DN
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Carl Bagdaddy retweeted
“Smart people are everywhere, but those who can endure extreme monotony and deliver excess over the long term are as rare as phoenix feathers and unicorn horns.” Rare but precise advice for winning at work.
Alexandr Wang 在谈到“如何拉开与 99% 人的差距”时,给出了极其朴素甚至残酷的答案: 顶层竞争根本不拼智商,拼的是极端执行力的非对称倾斜。 他的三条核心准则: 1. 绝对聚焦,压榨认知带宽: 绝大多数人的忙碌只是“低密度伪勤奋”。真正的专注是把全部精力砸在唯一的核心支点上,拒绝任何无关干扰。 2. 把“过度交付”做成护城河: 行业标准要求走 1 英里,你就走完 10 英里。当所有人都按合同完成 100% 时,常态化交付 200% 的人会直接卷走全部声誉与溢价。 3. 带靶向的超额输出,拒绝无目的内耗: 努力不是盲目自我感动,而是针对具体目标的持续过载测试。把每一次交付都当成生死决战来打。 商业世界最公平的一点在于: 聪明人到处都是,但能忍受极度枯燥并长期超额交付的人凤毛麟角。 执行力溢出,就是最暴力的护城河。
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