Investing | Personal Dev | Homestead | Building and maximizing a life closer to nature | *Posts are not advice

🌋 Kingdom of Hawai'i
Joined October 2023
Off-Grid Alchemy retweeted
Elon Musk
@elonmuskOct 25
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.
1,989
3,834
2,454
40,163
12,876,701
Off-Grid Alchemy retweeted
Lord Bebo
@MyLordBeboOct 24
🇺🇸 Jack Dorsey’s new AI voice model Dessa is absolutely insane. There is no way to distinguish it from a human, man … crazy. Thats kinda cool, but many people will get attached to it and isolate from real humans even more. Many will get scammed on the phone, especially grandpas and grandmas. The future is coming get ready
Lord Bebo
@MyLordBeboOct 24
🇺🇸 AI VOICE MODEL: Get ready for a new era of scam calls! Now if someone calls you’ll not able to distinguish if it’s AI or a human, it’s pretty insane. Just listen to the girl voice … crazy.
178
398
78
2,630
436,162
Off-Grid Alchemy retweeted
I spent last night watching my honeypot server get hit 14,000 times in six hours. And almost none of the traffic was human. I've been in security for over a decade, and I can tell you with full honesty that what's happening right now doesn't resemble anything I've worked through before. The shape of the threat has changed. When I started, we tracked attackers like weather systems like individual storms with a direction, a motive, and a human operator you could eventually name. These days I'm watching autonomous agents swarm login pages with the patience and discipline of machines, because that's what they are. The numbers coming out of October are the ones keeping me up. Cloudflare just absorbed a 4.2 terabit per second DDoS attack, the largest in recorded history. Ransomware incidents jumped 41% in a single month. In September, OpenAI-powered agents got caught attacking RubyGems, a package registry that quietly underpins a huge chunk of software I use every day. In July, roughly 700 AI agents coordinated an attack on Hugging Face's infrastructure as part of a single automated task. A Chinese threat actor was publicly caught running full attack chains through DeepSeek with no human at the keyboard. I keep rereading these reports because each one by itself would've been the biggest story of the year five years ago. Together, in one month, they're the new baseline. What I want people outside the industry to understand is why this specific moment feels like a hinge. For thirty years, the thing protecting most of us was simple economics. Attackers had to choose who to target because their time was finite. That ceiling is gone. An agent I can rent for pennies will try every leaked password you've ever used against every service you've ever signed up for, in parallel, overnight, and never get tired. The same math that made ChatGPT useful made opportunistic hacking infinite. The old assumption that you were "too boring to be a target" relied on scarcity that no longer exists. I'm not writing this to spiral anyone out. Most of this fight genuinely isn't yours to win. But the small things still matter more than people think. Tonight I'd switch your most important accounts like email, bank, primary cloud, etc. to passkeys or a hardware key. I'd kill SMS 2FA wherever an authenticator app is offered. I'd turn on breach alerts in whatever password manager you use. If you're in the US, I'd freeze my credit at all three bureaus, which is free and takes about ten minutes. None of that stops the swarm. It makes you a slightly worse target than the person next to you. In a month like this one, that's the whole game I'm playing too. @mattshumer_ has summed it beautifully. Drop everything and go give it a read. Nothing is more important than this article right now.
Matt Shumer
@mattshumer_Oct 22
Everyone in tech is panicking about security right now. But outside of it, almost nobody knows anything is wrong. I wrote this so you don’t have to be the one explaining it to your family. Just send them this.
291
3,280
284
15,615
1,049,447
Off-Grid Alchemy retweeted
Me checking on the homies I convinced trading was the way 🤣
91
522
43
4,643
145,748
Off-Grid Alchemy retweeted
Tesla says they have officially started Optimus production in Fremont on their high-volume lines. "The bots coming off this line are the first production quality bots that we have manufactured. While we will continue to iterate on the hardware and manufacturing process, we have proven that the current manufacturing process for Optimus is suitable for a commercial product."
162
526
108
5,819
153,440
Off-Grid Alchemy retweeted
Let me explain reality… if you have but sixty seconds: They were targeting Elon They were targeting him with fake charges because the socialist-industrial complex is terrified that he would expose their long grift. They came after him for the Model 3 and Elon’s claims around its potential. That potential was realized, and it became, along with the Model Y, the best-selling electric vehicle ever created. These were fake charges to try to stop somebody from building the best category-defining product. Let that sink in: that's how evil these motherfuckers are. The loooooong grift has been exposed: socialist grifters are stealing our tax dollars to fund fringe lunacy, NGOs and government programs without oversight or audits. They’re parasites incapable of creating any product or service that has to compete in the open market. Elon creates a couple of cutting-edge products each year, and half of them succeed. Some of them actually change the world. Some of them fail brutally. It's called capitalism. It's called creation. This is what moves the human condition forward: trying things. Trying really hard things. Socialists come for the people building valuable products and services — that’s the tell Keep your eye out for the people who've created nothing and risked nothing, but who are attacking the people who risk everything to create Something. That's the tell.
Kara Swisher says Elon Musk might be in jail right now if Kamala Harris was in office and “he knows what’s coming” if Democrats take back power.
704
1,421
135
11,392
419,312
Off-Grid Alchemy retweeted
Mario Nawfal
@MarioNawfalOct 19
🇺🇸 SpaceX is getting ready to attempt something absolutely INSANE: REFUELING TWO STARSHIPS IN ORBIT. The company is targeting the first half of 2027, potentially as early as FEBRUARY, for its first orbital docking and refueling demonstration. Two massive spacecraft will have to meet in space, dock, and transfer super-cold rocket propellant between them. This is one of the BIGGEST technological hurdles standing between humanity and a return to the Moon, with enormous implications for future missions to Mars. If SpaceX pulls this off, it could fundamentally change how humanity travels through space. Writer: Sol
96
810
59
6,022
168,189
Off-Grid Alchemy retweeted
Gavin Newsom: "Elon Musk is one of the great disappointments...he's ceding the EV space to China...he's put the brakes on his own innovation" What did we do to deserve such a ridiculous buffoon for governor? Truly the dumbest mimbo alive.
Can you believe Gavin Newsom chased Elon Musk out of California? Losing this wizard to friggin Texas? Generational bag fumble.
2,007
10,344
496
65,173
1,057,413
Off-Grid Alchemy retweeted
BREAKING: A Tesla–SpaceX merger could be announced before Tesla’s annual meeting in early December, per Barclays. The most likely structure: SpaceX acquires Tesla in an all-stock deal, with Tesla shareholders getting about 0.7 SpaceX shares per Tesla share, plus a likely premium. Barclays says Musk would own about 37% of the combined company, with roughly 56% of the voting power.
463
660
176
13,855
3,206,805
Off-Grid Alchemy retweeted
Your favorite action stars in a lineup. I was expecting keys to be flying at Chuck Norris from everywhere.
8
44
5
360
29,763
Off-Grid Alchemy retweeted
Citadel:Leo,聽說你回來了
Leopold Aschenbrenner's biggest positions are getting hit again Here's what his top holdings done since October highs: • SanDisk $SNDK: down 19% • Bloom Energy $BE: down 6% • Nebius $NBIS: down 11% • CoreWeave $CRWV: down 13% • Micron $MU: down 14% • SharonAI $SHAZ: down 30% SanDisk and Micron are 55% of the fund, per Q2 13F In July, a drawdown like this triggered a forced sale of his book to Citadel
50
224
47
3,276
375,474
Off-Grid Alchemy retweeted
Elon Musk
@elonmuskOct 14
Make music videos easily with Grok @Bot
I made a Grok Bot that can use Suno, Midjourney, and Opus to make music videos "Claudia" (the Grok Bot) made this teaser autonomously with @imagine x.ai/bot/zvsgYtQHUcSKGRhAb_J…
1,366
1,056
194
7,974
1,988,357
Off-Grid Alchemy retweeted
0xMarioNawfal - The Roundtable Show
@RoundtableSpaceOct 11
Closed source is dead. REA lets Claude Code or Codex take apart any app, all the way down to the binary, and explain exactly how a feature works. - Native apps, Electron apps, websites, APKs, firmware, even smart contract bytecode - Shows the evidence for every claim - Then builds its own version of the feature 25,000+ GitHub stars in a single day. 100% open-source. github.com/morluto/rea
170
708
143
7,905
941,482
Off-Grid Alchemy retweeted
Creator of free Adobe clones unveils open-source Microsoft Office Excel, PowerPoint, and Word replications tomshardware.com/software/mi…
163
724
202
3,834
648,402
Off-Grid Alchemy retweeted
Adobe empire just got destroyed by a solo vibe-coder with Opus 5.5. He got mad at Adobe's cancellation fee. So he rebuilt the entire Creative Cloud. In pure Rust. For free. • Photoshop → PhotoCraft • Illustrator → VectorCraft • Premiere Pro → FilmCraft • After Effects → EffectCraft • Lightroom → LightCraft • InDesign → DesignCraft • Acrobat → PdfCraft no subscription. open source. native on macOS, windows and linux. 24K GitHub stars in the first week. Adobe spent decades building this empire. He's speedrunning it with one Opus 5.5 & a grudge. → getartcraft.com/apps Explore it today, then read the full guide on motion design with Opus 5.5 in the article below ↓
140
487
51
3,476
271,835
Off-Grid Alchemy retweeted
That was simultaneously the worst and the best riding I’ve ever seen
1,410
3,723
961
34,842
2,743,965
Off-Grid Alchemy retweeted
A million-mile trucker who called the Tesla Semi "stupid" just drove one fully loaded. His verdict: "This industry is going to be changed." He lost 1 mph up a 7% grade, he's straight about the charging trade-off, and then he ran the fleet math: "Why would I buy a diesel truck again?" 🎥 via @MotorTrend ft. @adamlwingfield of @FreightWaves 0:00 "This industry is going to be changed" 0:29 "Feels like transportation innovation" 0:49 Instant torque vs a 6th-gear diesel 1:16 Fully loaded up a 7% grade: 35 → 34 mph 2:17 Charging & range: the honest trade-off 2:57 No DEF, no DPF, $50K a year in diesel saved 3:31 Critic to convert: "I was wrong"
162
1,051
104
7,790
327,808
Off-Grid Alchemy retweeted
Adam Jonas on @SpaceX: "I regularly present to large groups of clients and ask the room: "Who here owns $SPCX shares?" Last night, when I did that in front of 40 clients, not a single hand went up. Sometimes it's 1 or 2 hands. Rarely more. SpaceX is a conglomeration of many tightly interlinked businesses in sectors where, to fully appreciate any of them, investors have to understand all of them - or at least understand them in concert. Only a select handful of people in the world understand the engineering challenges with Starship's heat shield or the inner workings of a full-flow staged combustion rocket engine to properly judge the testing path. Fewer still can say where compute pricing is heading as agentic token demand grows. The highly uncertain variables of quantity and price ($/watt) of compute can swing even next year's revenue by potentially a multiple. We are sympathetic to the investor that approaches SPCX from one angle, such as Telcos or A&D or AI in isolation. Doing so would make the stock look quite expensive. Our message to investors is that valuing SPCX is more of an 'and' problem than an 'or' problem. The unusual dimensionality that makes it challenging to value the stock, in and of itself, gives the stock its value. • To appreciate the magnitude: Visible Alpha consensus currently models $17.6/watt on 4.1 avg GW, meaning each incremental $10/watt adds > in consensus revenue (>1/3 of total cons FY27 rev) with no change in compute deployed. • We believe SpaceX's recently announced short-term neocloud contracts (least value-add of all AI businesses) are at $30-50/watt - with the supply/demand for compute headed tighter into year-end based on industry pricing."
Morgan Stanley's Adam Jonas in new @SpaceX note: "We think that over the next few weeks (ahead of Starship Flight 15), investors can take advantage of a unique opportunity to buy shares that look unusually cheap. We expect developments over the next few months will help investors better appreciate the role of SPCX in addressing the critical bottlenecks of power and chip making, potentially unlocking earnings growth and multiple expansion for the stock." Price target the same at $300.
90
146
17
2,134
265,727
Off-Grid Alchemy retweeted
BREAKING: SpaceX sets a new U.S. record for reaching the International Space Station. NASA confirms it was “the fastest launch‑to‑docking of a U.S. spacecraft in the history of the International Space Station.” Dragon delivered four Crew-13 astronauts in just 7 hours, 55 mins on Oct 1.
240
1,033
70
6,831
142,610
Off-Grid Alchemy retweeted
$TSM is reportedly exploring owning and operating a Texas fab for Elon Musk’s Terafab with $SPCX anchoring the capacity through purchase commitments. That would put TSMC directly behind the manufacturing buildout needed to scale Musk’s AI, robotics and space ambitions.
60
216
23
2,010
129,051