AI • Tech • Finance explained by a capybara with internet access

San Francisco, CA
Scient retweeted
If you’re under 45, I’m only going to say this TWICE. Elon Musk basically said the EASIEST way to get RICH is to buy the AI bottleneck suppliers to SpaceX. Here are 6 stocks that could 10x in the next few years: 1) $NVDA
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If you’re under 45, I’m only going to say this TWICE. Elon Musk basically said the EASIEST way to get RICH is to buy the AI bottleneck suppliers to SpaceX. Here are 6 stocks that could 10x in the next few years: 1) $NVDA
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Here are the 5 SpaceX AI bottleneck supplier stocks that can 10x: 1. $NVDA (Nvidia): $215.9B in FY2026 revenue, up 65%. SpaceXAI selected Nvidia’s Vera CPU and Vera Rubin platform for Grok infrastructure and its first Starmind satellite. 2. $MU (Micron): $41.46B in Q3 FY2026 revenue, with a $50B Q4 guide. Musk called memory the current limiting factor for AI compute. 3. $STM (STMicroelectronics): $11.8B in FY2025 revenue. ST and SpaceX have worked together for a decade, producing billions of custom chips for Starlink terminals and satellites. 4. $RDW (Redwire): $117.1M in Q2 revenue, up 89.6%, with a $542.1M backlog. Its space business builds solar arrays, power systems, and satellite hardware. 5. $GEV (GE Vernova): $11.1B in Q2 revenue, up 22%, with a $176B backlog. Its gas turbines and grid equipment sit inside the power bottleneck Musk described. 6. $SMCI (Super Micro Computer): $39.1B in FY2026 revenue, up 78%, with more than $60B in new orders. It builds rack-scale servers and liquid-cooling systems for large AI clusters. Bookmark this. You’ll thank yourself when the next leg higher starts.
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In 2007, Mohnish Pabrai paid $650,000 for one lunch with Warren Buffett. He expected one meal. He ended up with years of private dinners with Charlie Munger. By then, Pabrai had made more than $70 million applying Buffett’s ideas. He decided that 3% was a fair tuition bill, set his limit at $2 million, and won the auction for less than a third of it. He expected nothing beyond the chance to say thank you. Before the lunch, Buffett’s assistant collected biographies of every guest. Buffett studied them all. Then he told the table there was no time limit. He had nothing else to do all afternoon. Buffett wanted the person who paid for lunch to leave believing he had bought a bargain. During the meal, Pabrai told Buffett that his wife was a fan, but the real love of her life was Charlie Munger. Buffett got competitive. He called Munger boring and promised to arrange another lunch. Once they met Charlie, he said, they would understand that Buffett was the more interesting partner. Pabrai thought he was joking. Two days later, Buffett’s assistant emailed Munger’s assistant and arranged the lunch. The plan backfired. Pabrai enjoyed lunch with Munger even more. A friendship followed. From 2009 on, Pabrai and his family met Munger for dinner every three or four months. Pabrai also played bridge with him at the Los Angeles Country Club every two or three months. The original lunch also brought yearly invitations to Buffett’s private Sunday brunch after Berkshire Hathaway’s annual meeting. Pabrai later described the $650,000 bid as “buy one lunch and get infinite lunches for free.” He tells the full story in the attached video. After watching it, read the article below. It organizes Charlie Munger’s 25 rules for avoiding costly decisions into a practical checklist.
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Ten million people have watched an MIT professor accidentally destroy the executive coaching industry. He filmed it once in January 2018 and died eighteen months later. Executive coaches charge fifteen thousand dollars a session to teach a third of what he covered in one hour for free. His name was Patrick Winston. He ran the MIT Artificial Intelligence Laboratory from 1972 to 1997 and wrote the AI textbook every computer science major in the world read for thirty years. Every January for four decades, he gave a lecture called "How to Speak." His entire framework fits on a napkin. Do not read. Be in the image. Keep images simple. Eliminate clutter. Start with an empowerment promise. End with a line the audience can repeat over dinner. Never open with a joke. Never end with "thank you." That last rule alone has probably cost the executive coaching industry a hundred million dollars. "Your success in life will be determined largely by your ability to speak, your ability to write, and the quality of your ideas. In that order." That is the argument Winston makes in the opening minute. He believed it strongly enough to spend fifty years teaching computer scientists how to communicate. Founders spend $80,000 on an MBA and then hire a communications coach to teach them the same material Winston filmed once for free. Engineers write brilliant code and lose promotions to teammates who watched this lecture on the train. The full 60-minute lecture is free on MIT OpenCourseWare. His textbook is free on his page. Winston died in 2019. He reduced a complicated subject to rules people could use in their next meeting. The article below does the same for money. Four numbers show how long you must work, what an hour is really worth, how long you can live without income, and whether your savings are actually growing.
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Charlie Munger said this on camera weeks before he died: "I don't regard Elon Musk as truly that rich, because I don't think it's sure that everything he's working on can work." Then he went further: "I would not invest in Elon Musk myself." Munger wasn't judging Tesla's product or Musk's talent. He was judging the pattern. Musk had used so much borrowed money, Munger said, that he had pushed himself to the edge of extinction two or three times. Asked how often Musk had reached that edge without falling in, Munger answered: "He's done it three times. Maybe he's got six more." This came from a man who spent nearly six decades alongside Buffett, building Berkshire on the opposite principle. They took smaller positions than they could afford and used less debt than was available, so one bad stretch could never wipe out the people who trusted them. Munger called problems he couldn't fix the "too hard pile." Earlier in the same conversation, he put nuclear war there. Elon Musk went into the same pile. "I never met with him," Munger said. "As far as I'm concerned, he doesn't exist." In his 1995 speech The Psychology of Human Misjudgment, Munger described the traps behind decisions like this: overoptimism and excessive self-regard. The article below organizes Charlie Munger's 25 Rules for Avoiding Costly Decisions into a practical checklist.
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this is insane. i genuinely don't understand why ambitious people aren't shown this lecture before their careers start consuming their entire lives. clayton christensen spent his career studying why successful companies collapse. in his final class, he asked students to apply the theory to themselves: if you keep allocating your time the same way, what life are you actually building? he had already seen the answer in his own harvard mba class. everyone looked successful at the fifth reunion; by the 10th, 15th, 20th, and 25th, many were unhappy, divorced, and living far from their children. work shows you the score immediately. close a sale, ship a product, finish a presentation, earn a promotion, get paid. an hour with your child may produce nothing you can measure today; it may take 20 years to understand what that hour built. so the next free hour goes back to work, one rational decision at a time. this is how people build lives they never planned: through hundreds of right decisions that lead in the wrong direction, day after day. the full 19-minute lecture is in the attached video. money, titles, and headcount are easy to count. christensen believed a life should be measured by the people who became better because you were there. he died in 2020. one question remains: if someone saw only where your time, energy, and attention went this year, what would they think actually mattered to you? charlie munger described 25 psychological tendencies that influence decisions about money, work, status, and other people. read the article below and run the 25-point audit on one decision you're making now.
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In 2007, a Carnegie Mellon professor who spent ten years helping Disney develop virtual-reality attractions walked on stage with ten tumors in his liver. He spent 76 minutes explaining how to get what you want out of life. He opened with the scans and the doctors’ prognosis: three to six months of good health left. Then he did pushups on stage so the room would stop pitying him. That day was not about cancer or religion. He would not talk about his wife and three children because he knew he would not get through it. His name was Randy Pausch, a computer scientist who had built his career in virtual reality. The whole method fits on a napkin. Brick walls stop the people who want something less than you do. Worry when criticism stops, because silence means they gave up on you. Bring something to the table before asking for help. Ask in a way that makes yes easy. Give people time and they will show you their good side. Twice he got into places that had told him no. Both times, he brought something they needed. NASA barred faculty from student zero-gravity flights but allowed each team to bring a journalist. Pausch resigned as faculty adviser, applied as press, and brought VR headsets for the other teams to try and the journalists to film. Disney rejected him after his PhD. Years later, he called about its Aladdin VR attraction while preparing a briefing for the Secretary of Defense. That call eventually led to six months inside Imagineering and a ten-year consulting relationship. Early in the lecture, Pausch explained a trick he called the head fake. Parents send a child to play football for teamwork and persistence, not football. The room had come for a story about childhood dreams and received a manual for living. Then he revealed the second head fake. The room was never the real audience. His children were still young, and the recording would preserve what he wanted to leave them. Hundreds of people sat in that hall while a father spoke to three children he would not see grow up. The lecture later became a book that sold millions of copies. The original video preserves Pausch’s voice, timing, jokes, and final reveal. He died ten months later, at 47. The lecture is free. Writing the five rules down takes a minute. It is in the video below.
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Scient retweeted
this is insane. i genuinely don't understand why every ambitious person isn't shown this lecture before work starts consuming their entire life. clayton christensen dedicated his career to studying why successful companies collapse. in his final class, he turned that theory on his students: if you keep allocating your time the same way, what life will you eventually build? he had already seen the answer in his own harvard mba class. at the fifth reunion, almost everyone looked successful. by the 10th, 15th, 20th, and 25th, some had stopped coming. behind the empty seats were divorces, broken families, children living across the country, and people who had become wealthy but deeply unhappy. none of them had planned that life. work shows progress today. finish the presentation, ship the product, close the sale, get promoted, watch the number move. an evening with your child may give you nothing you can show the next morning. it may take 20 years before you understand what all those evenings built. so the next free hour goes back into work. the decision feels responsible, and tomorrow it feels responsible again. this is how a life moves in the wrong direction without a single obviously wrong decision. every hour made sense on its own. money, titles, and headcount fit neatly into a spreadsheet. christensen proposed another measure: how many lives became better because you were there? he died in 2020. open your calendar and look at where your time went over the last year. does it match what you say matters? the full 70-minute lecture is in the video below.
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Scient retweeted
this is insane. i genuinely don't understand why ambitious people aren't shown this lecture before their careers start consuming their entire lives. clayton christensen spent his career studying why successful companies collapse. in his final class, he asked students to apply the theory to themselves: if you keep allocating your time the same way, what life are you actually building? he had already seen the answer in his own harvard mba class. everyone looked successful at the fifth reunion; by the 10th, 15th, 20th, and 25th, many were unhappy, divorced, and living far from their children. work shows you the score immediately. close a sale, ship a product, finish a presentation, earn a promotion, get paid. an hour with your child may produce nothing you can measure today; it may take 20 years to understand what that hour built. so the next free hour goes back to work, one rational decision at a time. this is how people build lives they never planned: through hundreds of right decisions that lead in the wrong direction, day after day. money, titles, and headcount are easy to count. christensen believed a life should be measured by the people who became better because you were there. he died in 2020. one question remains: if someone saw only where your time, energy, and attention went this year, what would they think actually mattered to you? the full 19-minute lecture is in the video below.
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Scient retweeted
F*CK. SpaceXAI built a sales engineering team from three Grok Bots. Then showed the full setup for free. People still pay thousands for sales automation courses. Day 2 is Amrita’s real setup. Three bots. Used every day. Two run in sandbox projects. The third builds customer case-study slides for external calls. She closes the laptop. The bots keep working. They run while she sleeps. She manages them from her phone. Amrita’s talk replaces a $500 course on building AI agents for sales. Watch it today, then read the article on building your own Grok Bot team from scratch below.
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Reinforcing negative neural pathways via therapy or introspection is a recipe for misery. Don’t cut a rut in the road.
My big conclusion from this week: Introspection causes emotional disorders.
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अदम्य साहस और आध्यात्मिक शक्ति की प्रतीक मां कूष्मांडा का चरण-वंदन! उनकी दिव्य ऊर्जा से हर हृदय में नवचेतना जागृत हो। सुरासम्पूर्णकलशं रुधिराप्लुतमेव च। दधाना हस्तपद्माभ्यां कूष्माण्डा शुभदाऽस्तु मे॥
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Scient retweeted
Big difference
Most people will probably miss that this chart is log scale Meaning it shows a 10,000X reduction in cost This is quite literally insane. Engineering is magic.
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