nice

software development is changing so fast I can't believe it, but still we are bottlenecked on the same infrastructure for release. the code is now overwhelming it. good time to be in quality CI/CD

anyone in SF using the air conditioning today? It is hot

Coiner on coiner violence has started. Baggies robbing each other

Imagine owning useless worthless magic beans and seeing this headline.

2 weeks until it is driverless prolly

Imagine if Lockheed Martin was like yeah we make the most number of jets, but we buy 60% of them for ourselves. To run our entertainment company, Yahoo AOL. And our broadband company, Verizon. Also sorry the new jet isn’t working but it will be like close to the speed of light. If it works.

Lot of lambos for sale in my building today. What’s the matter diamond hands, you forgot to put a diamond on some girl’s hand when you were rich

Twitter IPO 2: it’s an ai company with space data center robots connected by laser satellites to solar on the moon teleoperated by quantum neural implants

BTC straight on its way to 17,000

this the kind of shit I'm on blocksandfiles.com/2026/01/12/n...

I'd rather just not be rich than have anyone care about what I do with my money

you can go full Jim Chanos and go long platinum short gold and ride this back to correction without any risk

more #$ORCL cheapies for me. good thing I didn't shove the whole account in last night AH

buying ORCL at $140 is better than buying Nvidia pre split at $140. Don't @ me

well, you did park your car at dunder mifflin and you know michael

I had to use crypto today for some payment flow testing. What a fucking shit show. It's as bad as it was in 2016. What the fuck were you idiots doing FOR TEN YEARS? I couldn't move $10 to buy GPU compute on Openrouter because I wasn't on the right network. This is blue chip Stripe and Coinbase flow

probably get a good car because this is a biped robot store malm

these emails look doctored because clearly Epstein is a yahoo user

Every time I see someone trying to work in the train, it’s a PowerPoint slide that says like “revenue - expenses = profit”

ORCL at $400B is deep value because everyone else is $4T

I now have 4 computers on 10G base T switch operating at full duplex

If you can’t write a company strategy in 6 pages, you’re an idiot or you outsourced your brain to gee pee tee

Wtf

Judge me not by my prognostications on new Twitter, but my product strategy documents and deals closed/won

Oh no a data breach on a website where I publish public blog posts only

ORCL hit my price target. Deep value alert @keubiko.bsky.social

Imagine doing DD on the SPAC X deal: - ISS runs on 100 kW of power - this can run about 72 GPUs (1 rack), 4000 lbs - uplink bandwidth to a starlink v3 is 200 Gbps but 72 GPU requires 800 Gbps to hydrate it with data - 1 MW is a very small AI site and would require a football field of solar panels

Waymo taking space waymo.com/blog/2026/02...

when you go to buy NVMe storage

It’s all about having a bigger IPO than Sam. Which is why it will be messy and blow up.

I feel such a relief that we are at The End of Elon Musk. He is not going to pull off the biggest cap raise in history for the double black hole of a money hemorrhaging space company and agentic twitter for racists. And just about the time the market loses confidence in him, Tesla comes crashing.

If you believe the thesis on “edge AI belongs 60 miles over your head in space”, you want to go long Verizon. They could just put 1 MW of AI inference in every cell phone tower.

Can anyone actually explain how existing SpaceX shareholders got diluted in the Twitter “merger”? @keubiko.bsky.social

I was going to buy 96GB of RAM on ebay from Canada but I don't want to pay a tariff of an unknown amount

Who wants to tell em

Sad part about this is Elon is building 1 million walmart greeters so that job is gone too

I paid $370 for RAM, then $540, now $770. Same config, 8 months apart.

"Internet demand doesn't add up" Yeah you can't work forwards from dialup. You got to start with universal broadband, big guy.

trump’s memecoins are the biff version of the clinton library

has ackman donated money to gates’ defense fund? The bills must stick together

Bay area economy seems…healthy

massive ICE protest in SF. Loud enough marching to shake the house

the capitalist pigs really worked me hard this week

watching Elon first principles his way into “most trips are single passenger so every American will ride in my subcompact car” is the biggest self own I have seen in business

I have driven a lot of cars on track. Model X Plaid was the worst car I've ever driven. I honestly think a Honda minivan would be better.

lol imagine if Mercedes was like we don't make luxury cars or SUVs any more. because AI is going to change the United States of Mars, soon.

Oh, so Musk, Musk, Musk and Musk did not respond to requests for comment. Great journalism folks. "SpaceX in merger talks with other Musk companies ahead of IPO Musk, SpaceX, xAI and Tesla did not respond to requests for comment. Tesla's share price rose 3% in after-hours trade."

lock him up. I am old enough to remember when he was going to casually make a platform bigger than netflix as a side project, presumably in the back of the retail store on a PC

SPAC X could be worth $8 trillion - people who don't understand AI - people who don't understand space - people who don't understand economics