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We run an energy equipment marketplace in 25 countries
We’ve seen a 300% increase in gas turbine values in just a few years
Data centers are pulling dormant and mothballed power equipment out of mining and oil and gas to plug gaps
AI and energy are becoming the same trade
If you aren’t blasting this Home Alone EDM remix in your office from this day until the end of the year your company isn’t going to make it
Explaining to my kids that their future is ruined because I refused to buy a company called Applovin $APP and it’s the only stock in the world that goes up
Mark Le Dain retweeted
Replying to @wallstengine
Putting these up in the baby room
The year is 2030
Everyone has lost their job to AI
At the same time, AI crashed the stock market by reducing the average multiple on earnings to low single digits due to climbing rates
You still can’t attach a file that is open to an email but AI says it’s close to figuring it out
Mark Le Dain retweeted
Replying to @Curlh1
Seems full dead internet if everyone runs all their accounts with AI
Works at the start
But then eventually fewer humans will be on any platform, making impressions less valuable
My trademark move is getting invited to someone’s cabin
Promising to wake everyone up with the smell of bacon
Waking everyone up with the fire alarm
“I’m working. I might be using my glasses. Let me work” - me sitting on the couch at home
We’ve raised $1.3M from YC & Afore Capital so you never have to type or speak again.
Typing is slow. Talking into your computer is awkward. Subvocal fixes both
Our glasses give you the speed of speech without you making a sound or touching a keyboard.
It tracks your internal speech muscles with non-contact sensing and decodes silent, almost invisible mouthing into text at more than 200 words/min.
Pre-orders are now live at:
subvocal.co/preorder?utm_sou…
Mark Le Dain retweeted
Replying to @BurggrabenH
As moats erode all stocks without physical moats or regulatory capture start to trade at much much lower multiples
Mark Le Dain retweeted
Replying to @RichardDias_CFA
Central bank hikes don’t make sense when inflation is lack of supply (not enough homes, not enough energy etc.) $TLT
We’ve already shown that cheap cost of capital lowers these things (funding shale development kept inflation at bay for a decade) and higher rates do the opposite
We are several months away from portfolio managers having their performance compared to the portfolio picked by dolphins
Mark Le Dain retweeted
Replying to @Kalshi_Finance
“Make sure that the hand cream makes everyone more reliant on even more hand cream” - Big Hand Cream
Mark Le Dain retweeted
Replying to @KobeissiLetter
Every large retailer that blocks agents is pretty much giving free money to $SHOP and its customers that are integrating agents
People want to order with agents, it’s inevitable, they want to tell an agent what they want and have it review, compare, order, etc.
Why fight it?















