DP retweeted
"En la raíz de todas las formas de comunismo está el odio profundo a la excelencia individual".
- Murray N. Rothbard-
DP retweeted
The thing to remember: don't look at Budgets in isolation.
Taxes have been rising since 2021. The extra tax we're paying this year is the *cumulative* result of five successive Budgets, under three Chancellors.
This chart shows who's responsible & for how much.
DP retweeted
You literally just borrowed $40B for GPUs and now you’re telling everyone your competitors can’t get loans? Citi gave Nebius $3.5B last week lol
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
DP retweeted
BREAKING: President Trump issues a second statement endorsing Israeli Prime Minister Benjamin Netanyahu.
This marks the first time a US President has publicly endorsed a candidate in the Israeli elections.
DP retweeted
Opinion: Iran fears only Netanyahu, not Eisenkot, Bennett, Lieberman, or Golan. If you care about Israel, vote Tuesday to keep it that way.
✍️ @theurigeller
jpost.com/opinion/article-91…
משימת חיי היא להנהיג את מדינת ישראל. לשמור על המדינה שלנו.
ביום שלישי צאו להצביע מחל - רק הליכוד!
🤖 Made with AI
DP retweeted
Pre-Budget thought: there are 157 billionaires in the UK, with total assets of just under £670 billion. A 100% Wealth Tax on that would keep the UK government going for six months. Once.
DP retweeted
"Your universe has no meaning to them. They will not try to understand. They will make a fire with your beautiful oak door..."



































