Josh Wolfe
@wolfejosh
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Co-Founder @Lux_Capital | Trustee @SfiScience Santa Fe Inst | Founding Chair @CiPrep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
Joined July 2008
1/ New Lux quarterly letter to LPs. Our theme? Tech, venture, global markets told in. Four parables of Four brothers.1 Prometheus .2 Menoetius .3 Epimetheus .4 Atlas
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WHOA. Stare at the cross for ~10 seconds. Your brain will make the colors disappear. (it's crazy. And it's called the Troxler effect––another clue how our minds filter reality)
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1/ WOW. Anonymous just dropped 💣on Elon Musk. (Cant believe this isnt episode of MrRobot).Part 1
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GENIUS. Emotionally choreographed to historic price of Bitcoin. (Tip: put sound on).
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Wow. Wow. Wow. Incredible powerful message (incredible speech writing)—to those who stumbled on the wrong path and may ruin their future for not knowing the past. The weight of history
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1/ My friend Jon Haidt @JonHaidt has written the MOST important article you can read today. "Why the Past 10 Years of American Life Have Been Uniquely Stupid––it's not just a phase"
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"Gas the Jews" is an inspirational call for comedians to bring peace through laughter and comedy. "Swatstikas" are mathematical symbol celebrating symmetry and our equality. "Jude" on a yellow star is celebration of the Beatles and harmony with constellations of love and peace.
From the river to the sea is an aspirational call for freedom, human rights, and peaceful coexistence, not death, destruction, or hate. My work and advocacy is always centered in justice and dignity for all people no matter faith or ethnicity.
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🤯Regular reminder—REALITY is not what our brains actually reproduce. Infuriatingly TRUE—nothing is actually. moving. Put a pen tip or paperclip at any point to measure.
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Brilliant from NASA in 1965. And still true. “Man is the lowest-cost, 150lb, nonlinear, all-purpose computer system that can be mass-produced by unskilled labor.”.
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Malthus was wrong. We make MORE food than ever with LESS land than ever. Because we have one inexhaustible resource—. Human ingenuity.
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DO NOT LOSE SIGHT. (black) PROTESTORS (peacefully protesting injustice) .stopping (white) RIOTER hackign cement to throw + create chaos––and teaming to turn him into police (justice). THIS must go viral. Please RT.
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HOLY SHIT. NASRALLAH. Israel is dismantling + destroying global Terrordome. one country––nearly alone. making the entire world safer.
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OK I am one of Elon's big critics when it comes to Tesla. This piece makes me think MORE highly of him.LESS highly of NYT. It reads: . Area man born in very BAD setup.does very GOOD things.
Elon Musk grew up in elite white communities in South Africa, detached from apartheid’s atrocities and surrounded by anti-Black propaganda. He sees his takeover of Twitter as a free speech win but in his youth did not suffer the effects of misinformation.
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I am extremely bullish on India 🇮🇳 century. And just as shocking to me seeing Jews facing record levels of antisemetism many Hindus are facing rising intolerance and anti-Hinduism + Hinduphobia. I stand with all 🇮🇳 brothers + sisters against this!.
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remotely operated (by human in control room with exo controls on upper trunk moving hands and arms) and speaking—and deceptively and dishonestly and intentionally misleadingly—NOT once disclosed to credulous.
A conversation between Tesla Optimus bot and a human is the best thing you’ll see on the internet today.
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CAPTIVATING. The most clever Rube Goldberg way to have your cake--and eat it too.
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Humans teloperating Tesla Optimus robots. When the robots.*stiffly walked in––THAT was programmable.*were in fixed position dancing––THAT was programmable. BUT any of the human interactions with the robots were 100% teleoperated. Otherwise––THAT IS A LIE.
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"They had sent many subtle warnings to the humans. before they arrived" . We'll make great pets.
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This = MASTER CLASS. A must-read (or hear if you wait until tomorrow when Bezos reads it to Congress) in entrepreneurship, leadership, value-creation, invention, immigration, philanthropy, environmental stewardship. The team alongside Jeff Bezos writing this is 💯. LETS DIG IN
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TSMC. should have been TEXAS Semiconductor Manufacturing Corp. We cannot make the mistake again where brilliant diverse talent feels more comfortable OUTSIDE the US than INSIDE 🇺🇸 . The movement of a single brilliant scientist––can and has lead to movement of militaries.
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Use AI to substitute other protected identities. Replace "jews" with "black or brown people" or "LGBTQ+". CHILLING.
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Freedom of speech means freedom of speech. It also means freedom for me—Cornell alum—to close my wallet and calendar to supporting any activities of any institution with leaders not using their speech to shame + condemn orgasmic glee of pro-violent antisemitism.
Cornell University Professor Russell Rickford speaking about Hamas terrorist attacks. Shameful @Cornell.
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Protesting is fine. Encouraging protest is fine. It's just NOT genocide. Genocide is an intentional Hamas led perversion of the word. It IS war and it IS horrific and it IS war directly caused by Hamas terrorists attacking and raping and murdering 1,000+ and dragging 200.
The CEO of Hims coming out in full support of Hamas was NOT on my 2024 bingo card.
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Everyone is talking about AI or quantum or space or chips or defense in US v China competition. What are few talking about? Nuclear reactors. Here's why that is critical.
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An entire compilation of dope “dad reflexes”. With 3 little ones I live this daily.
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release the fucking hostages. thats the only thing entire world should be demanding 24hrs a day. every leader. “release all hostages. end the war.”. hostage taking is always + everywhere an act of terror.rewarding it incentivizes future hostage taking.
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50yrs ago 1968 .-2001 Space Odyssey.-Beatles Yellow Submarine.-MLK + RFK killed.-OJ wins Heisman.-Bill Cosby 1st African American to win Emmy (I Spy).-LBJ signs Civil Rights Act.-Packers beat Raiders.-Celtics beat Lakers .-Nixon wins Presidency.-Surveyor7 send pics from Moon.
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2/ part 2. Anonymous may do more in revealing truth and lies. than all us critics have tried
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1/ Here are some REALLY interesting findings from a controversial empirical paper asking:. *WHY do some people become ENTREPRENEURS?*. Of the many findings + hypotheses, a few stand out.-SIGNALING theory .-REJECTING a system that REJECTS them. .
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WOW.Talent is universal—opportunity is not. Story of 8yr old Nigerian refugee (Tanitoluwa Adewumi) fled Boko Haram in NYC homeless shelter—now chess champion for K-3 in NY!. UNDEFEATED + OUTWITTING rich kids from private schools who have chess tutors—he learned chess 1 year ago!
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Not wholly AI? Not at all AI. Totally worthy to celebrate low latency remote control but totally dishonest to demo these as autonomous robots—call it the parlor trick it is.
Optimus make me a drink, please. This is not wholly AI. A human is remote assisting. Which means AI day next year where we will see how fast Optimus is learning.
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Don't say I didn't ever agree w Elon. He is right.
@DrEliDavid If WFP can describe on this Twitter thread exactly how $6B will solve world hunger, I will sell Tesla stock right now and do it.
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On decision making—and key reason why startups can beat incumbents. IF there‘s a chain of command (+ path dependence) requiring serial consent: “Yes” > “yes” > “yes”—.—THEN a single “NO” kills a new idea. BUT if 19 VCs say no, 1 VC saying “yes” launches it. Bezos nails it here:
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Hindjews. Always a great alliance. 🇺🇸🇮🇳🇮🇱.
It’s official: American Indians are in the same boat as American Jews now. The hate is tangible. It’s biting. It’s in DMs. All because of jealousy. That too on Christmas. Irony died a thousand deaths. Down to start an Indian-Jew matchmaking website. Let’s win this shit?.
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The reason Penn as an INSTITUTION must make an example of her as an INDIVIDUAL is not because she is a bad person but because she failed to rise to be an examplar model of moral leadership, of excellence, of civic value, of virtue. She gave an INVERTED commencement speech.
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1/ FASCINATING new theory on DREAMING from observing a deep neural net. but 1st––some of the most cutting-edge + interesting research on how 🧠🧠 work –– are inspired by observation of modern 💻💻 + algorithms. every era there's a theory of brains running parallel to era's tech
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Genius. If you took BlackMirror x Punkd x trendy fitness high intensity training.
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Detroit, Philly, Milwaukee, Atlanta. Trump WAS right when he said nobody has done more for black communities than Trump. Because he personally got them to turn out in absolute record numbers—and FIRE HIM and his racist cynical white supremacist dog whistling divisiveness.
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INSANE. The line between reality <> fiction blurs further. Very surreal + disorienting how Bill Hader morphs digitally into Tom Cruise & Seth Rogen—and back without missing a beat. When fakes get abundant—value what is scarce: veracity + TRUTH.
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1/ "Release the hostages". Why is that not the FIRST universal cry?.Why is that not the universal social media post?. How is intentionally kidnapping innocent children as hostages condonable, met with silence or worse screaming it by ripping down posters. I don't understand it.
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Dearborn, Michigan?.
Hamas leaders looking for new HQ outside of Qatar as pressure mounts for hostage deal: report
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Infected mind virus zombie @Columbia . Imagine.Black students singing in unison and someone holding a sign "KKK's next target" . Mexican students + someone holding a sign "CBPs next roundup". LGBTQ students and someone holding sign saying "shoot straight. target practice".
This is happening at @Columbia right now. A pro-Hamas protestor calling on the Al-Qasam brigade (the military wing of Hamas) to kill Jewish students. If you are not enraged by this, you can GO FUCK YOURSELF.
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entire thing was clever ruse to. SELL + LIQUIDATE $8.5 BILLION of TESLA STOCK.(w/plausible excuse for doing it). 80% odds Elon pays $1B breakup fee . walks away with $7.5B liquidated.20% spends $100M fighting litigation. honestly think he can “land rockets”.but can’t fix ‘bots’?.
the reason that elon musk can't get out of the deal over the bots thing is not that he "waived due diligence." it's that he SIGNED A BINDING AGREEMENT TO BUY TWITTER, and that agreement does not have any outs for "i think there are too many bots.".
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Twitter followers with massively more followers than others should NOT exist. Bernie Sanders has 9.7M followers. More than 99.9% of Twitter. A true 0.1%-er . He discriminates against most—and chooses to follow less than 1,500 people—excluding 99.9999% of the people.
Billionaires should not exist.
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🚨Evidence about to drop of China CCP role (massive role) in funding (> $100M) + fomenting protests in US, hijacking, amplifying the most Anti-American messages to divide us, strategically block, disrupt, disable our infrastructure, roads, tunnels, bridges with social unrest. 🤯.
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-anti hamas/terror.-anti hostage taking.-anti killing civilians.-anti anti-semitism.-anti islamophobia.-anti religious + tribal divides.-anti tiktok +foreign interference.-pro Palestinian state (esp free of Hamas).-pro Israel right to exist (esp free of existential threat).
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1/ We are novelty seeking primates, in permanent quest to find secrets & shortcuts to be absolutely & relatively "better" off (self/others).
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BRILLIANT piece by @sequoia Mike Moritz. If Barcelona ⚽️ had given Messi EQUITY 📈….(requiring it be sold on departure from team). …instead of just throwing cash.they’d not be drowned in debt💰🏦 📉 .and have better aligned incentives. Like the best high-tech ventures:
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4/ This paper by NYU Stern (MBA school) friend + prof Deepak Hedge suggests. Individuals with ACTUAL ability that EXCEEDS the SIGNAL value of their ability (ie they know they are better than employers can tell from credentials). become entrepreneurs.
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Because. It. Is. Not. Genocide. It's a war started by Hamas. Who broke a ceasefire on Oct 7. Murdered and kidnapped Jews. And then tricked the world with lies. Anyone saying it's genocide is intentionally spreading Hamas lies and desecrating what the word means—or a moron.
Very important clarification from the @CIJ_ICJ that they did NOT rule there was a plausible case of genocide (there was not) in Gaza, only that the applicant had plausible right to bring a case to the court.
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Oprah is a queen👸🏾.They omitted the even worse parts: being born into horrible poverty, on welfare, as a child wore dresses made of potato sacks. Molested & raped—repeatedly. Pregnant @ 14, would lose her son in infancy, her half-sister to drug addiction, half-brother to AIDS. .
Oprah:. Age 65: $3.5 billion net worth.Age 61: buys 10% of Weight Watchers.Age 56: starts OWN Network.Age 49: becomes billionaire.Age 46: starts O Magazine.Age 34: starts Harpo.Age 32: becomes millionaire.Age 32: starts Oprah TV show.Age 19: first TV job.
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I still cannot believe this actually happened. They mistakenly held press conference at Four Seasons—Landscaping company instead of Four Seasons Hotel. Borat 2 star Rudy Gulilani and disgraced former NYC mayor learned the election was called from the parking lot.
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Kind of AMAZING. I am at Lux office playing physical chess—with a GHOST.
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Comparing the 10 largest companies in the S&P500 .-from March 2009 to Aug 2018.
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Holy f'in s#!+ . 1. Trump needs 💰for lawsuits.2. Jeff Yass (Susquehanna) needs his 7% stake in TikTok ($30B!) to not be hit by law that will thwart China Communist Party from intentionally using TikTok to corrupt 🇺🇸 democracy.3. Yass 🎁💰 Trump SPAC.4. Trump 👎 on TikTok bill.
BREAKING: The biggest institutional investor in the SPAC that’s merging with Truth Social is Susquehanna International Group LLP, which was co-founded by GOP megadonor Jeffrey Yass. The deal is poised to give Donald Trump a massive financial lifeline.
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u can’t sell products that don’t actually exist yet. u can’t sell features that don’t actually exist yet . u can’t sell investors on acquiring a failing biz to bail it out. but here we are.
u can’t sell houses u don’t own.u can’t sell cars u don’t own.but .u *can* sell stock u don’t own!?.this is bs – shorting is a scam.legal only for vestigial reasons.
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With recent news of many all-stock deals—I share my favorite story on VALUE. A dad comes home from work—.Son: “Dad! I sold our dog 🐶 today for $1MM”.Dad: “Wait you did what! to whom!?”.Son: “Yup—to our neighbor”.Dad: “He gave you $1M?!”.Son: “Yeah! He gave me 2 $500k cats🙀 🙀”.
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2019: Year of "Spending More Time With Family". CEO exits (just today).-Nike.-Boeing .-Service Now.-Under Armor. 2019:.-HP.-REI .-Juul .-eBay.-PG&E .-Boingo .-RiteAid .-MetLife .-WeWork .-BestBuy.-Overstock.-KraftHeinz .-WellsFargo.-Warner Bros .-BedBathBeyond .-UnitedHealthcare.
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1984 vibes. Pure evil. CEO of TikTok in DC. “Our opium dens are meant to serve you and bring you and your children joy and happiness” ht @miles_k
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Zelensky is the perfect anti Putin.
During his inaugural address in 2019, Zelensky told lawmakers: “I do not want my picture in your offices: the President is not an icon, an idol or a portrait. Hang your kids' photos instead, and look at them each time you are making a decision.”
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Fascinating how NYT coverage of Orlando evolved as facts came in
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CRAZY. The worst year in history to be alive? 536. A “mysterious fog” (it was unknwon then but was Iceland volcano) covered earth from Europe to Asia in darkness—for 1.5 years, blocked the sun, dropped temperatures to 2 degrees, caused mass deaths.
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Name a better duo (with a shtick) on TV right now—than these two. Pure gold.
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Can’t cancel a man who walked from $50M on principle. If it offends you—don’t watch it.Don’t share it or talk about it. NOTHING gets others more curious.than protests to censor something deemed dangerous!.free marketing + PR. I found it EMPATHETIC, BRILLIANT and HILARIOUS.
“We know that a number of you have been left angry, disappointed and hurt by our decision to put Dave Chappelle’s latest special on Netflix,” Sarandos wrote in an email obtained by Variety.
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60 Muslim or Muslim majority countries.1.8 billion people.25% of the world population.They should live free and prosper. 1 Jewish state a scant 7 million Jews representing 73% of Israel population welcoming of Muslims and 22% Arab—and the ONLY democracy in the Middle East. A tiny.
@phuecn @unvrslexplainer @minibardenial @wolfejosh If, by 'critical', you mean propagating absurd and blatant falsehoods casting Israel as vengeful, bloodthirsty and mendacious, using tropes that have been used against Jews for centuries, generously excepting 'good Jews', then no, it's too unlikely a coincidence to be plausible.
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Reality + fiction blur again. This makes touchscreens seem. quaint.
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This is a cancer hospital.The wing is named for a jew.Lives are saved here.My brother in law died of cancer. here. none of this helps your cause. none of it. you cement a brand of hate, anger, intolerance.
Pro hamas and pro Palestinians protest target Sloan Kettering Cancer Center . This hospital saves people's lives in a major way . This is disturbing.
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1/ .The good news: the METAVERSE is exciting but NOT for the reasons most people are talking about. The bad news: odds are the 'Metaverse' will be used by IBM in an add before year-end and further dilute + erode it as buzzword bs that we all grow AVERSE to. .
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1/ This is a good + fair question. I hope i give a good + fair answer… . Why is BRK (buffett) a different ‘religion’ than TSLA (musk)? . A thread🧵….
@wolfejosh Berkshire Hathaway is the ultimate financial religion. People call Buffett an Oracle, go on Mecca to Omaha every year, and literally call his followers disciplines. Why do you participate in one religion but discriminate against another? 😉.
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Level 1 thinker: 😄I will follow the crowd and add a pic of me from 10yrs ago to this meme challenge by Facebook. Level 2 thinker: 🤔wait a sec. What if FB is tricking me to be part of a mass experiment to train facial recognition algorithms on aging.
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1/ Releasing a redacted Lux quarterly letter to LPs. Some strong views of .-a catalog of an excess of excesses.-what catalysts cause the current market frenzy to end .(preview: LP indigestion).-what we are advising our Lux family companies.-much more…
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Wolfe fam learning influence + responsibility from kings of TikTok, Instagram, YouTube.@JoshRichards + @lmgriffjohnson of Sway House. Class acts, smart, enterprising, business-minded with wise ambitions + big long-term plans cc @LTwolfe . Go LONG these guys.don't underestimate.
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We don't need to leave Earth to find ALIENS. They are already here. Melibe viridis—no teeth, crazy gel like net as a head that traps crabs and other crustaceans on ocean floor like a Dyson vacuum.
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Morons. Utter morons. "Down with the USA!" "Hamas is on the way".
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DOPESICK. More humans between 18 - 45 died last year of fentanyl overdoses than COVID, car accidents, breast cancer + suicide. CHINA is the primary source of fentanyl. It’s impact is even worse than the Sacklers + Oxy. via DEA intel report
More adults between 18 and 45 died of fentanyl overdoses in 2020 than COVID-19, motor vehicle accidents, cancer and suicide
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1/ LIQUIDITY v. SOLVENCY. At market level: .government bond buying can solve LIQUIDITY.(by buying bonds + propping up prices with no bids). At company level: .they cannot solve SOLVENCY .(when (growing) debts exceed ability to pay them). .
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Imagine alongside ABC, CBS, NBC that 🇺🇸 gave a TV channel to Nazi Germany in the 1930s or Communist USSR in 1980s to broadcast direct propoganda to US citizens. Imagine 🇨🇳 allowing US social media content to influence their kids today—none may. This is a national security threat.
Over the past 24 hours, thousands of TikToks (at least) have been posted where people share how they just read Bin Laden’s infamous "Letter to America," in which he explained why he attacked the United States. The TikToks are from people of all ages, races, ethnicities, and
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Truth. India is an important US ally and we should be doing more not less against shared threats especially those that wish us both harm.
The CEO of Google is Indian.The CEO of Microsoft is Indian.The CEO of Adobe is Indian.The CEO of IBM is Indian.The CEO of Chanel is Indian.The CEO of FedEx is Indian .The CEO of Palo Alto Networks is Indian.The CEO of Perplexity is Indian. So yes. Indians are “high skilled.
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NO.don’t blame “inequity” in PAY.blame inequity in DEMAND. ASK: why do women hate women’s sports?. Why send $$ + attention wastefully to Kardashians + Real Housewives who just tear women down?. Can most name 5 WNBA players? or 2 WNBA teams? or even your own WNBA home team?
The first pick in the NBA draft will make around $10 million in one year. Caitlin Clark will make $76,535. That is wrong. Pay women what they deserve.
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🔥 from Yuval Harari:. "When a thousand people believe some made-up story for one month, that's fake news. When a billion people believe it for a thousands years—that's a religion".
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WHOA. More proof we do not see reality. TRUE: Both buses below move at constant speed. Also TRUE: no chance you see that. It's called the "stepping feet illusion"
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Cash is the god that transcends all regions.
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