Sensitive content

This media may contain sensitive content.

Loading video...

Video Failed to Load

Go Home

Esme will do ANYTHING to earn better Grades from her Professor 🩷 Esme Model - x_RedEyes 🔞 | (OPEN COMMISSIONS) VA - Aini ☆️ VA 🎙️ SFX - OpenNSFW 🟣 Available Now My Biggest Animation Yet, Enjoy! #Fortnite #Fortniterule34 #fortniter34 #FortniteNSFW #nsfw #rule34

370,753 views • 4 months ago •via X (Twitter)

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

🚨Our episode with Anne-Laure Le Cunff is now live! Anne-Laure Le Cunff is the founder of Ness Labs and author of Tiny Experiments: How to Live Freely in a Goal-Obsessed World. She's a neuroscience PhD and writes a newsletter that has 100,000+ subscribers. She's used those insights to develop a new model of success — one built around conducting “tiny experiments” that help her build a life on her own terms. She joins me to discuss how we get trapped in cognitive scripts, the hidden dangers of productivity culture, how we can experiment our way to a better life and MUCH more! Timestamps 0:00:00 Intro 0:00:48 Guest introduction 0:05:15 How do you know you are bored out? 0:17:18 People who love us the most might turn out to be our biggest blockers 0:22:20 Don't confuse activity with effectiveness 0:27:39 We will do virtually anything to gain what is really an illusion of control 0:32:16 The map is not the territory, the menu is not the meal. And yet, words are magic spells 0:39:16 The Winner’s Script and the Loser’s Script 0:47:34 "You gotta run at the top speed if you just want to stay in place.” 0:50:27 Let go of the linear and replace it with the loop- a more cyclical approach for growth 0:55:20 Can you sit alone in a room for 15 minutes? 0:58:24 Procrastination is just a signal from your brain that something is not quite working right now 1:20:38 We know nothing 1:24:26 AI is a rocket ship for the mind 1:28:20 In 100 years, nobody will remember you

Infinite Loops 🎙

22,154 views • 1 year ago

‼️🚨🔵 PRESSER 🔵🚨‼️ 🎙 Enzo Maresca’s Full Pre-Atalanta Press Conference 🔹 Enzo Maresca on Liam Delap injury and Cole Palmer not travelling: “Liam is fortunately not any fracture 🙏🏽 and Cole, it’s part of the process at the moment. He can’t play two games in three days ⏳. It’s a way to protect him.” 🔵 🔹 Enzo Maresca on Delap timeframe and if Sterling will come back into his thinking: “Liam, as I said, he has not fractured anything. How long he will be out? Not sure, to be honest 🤷🏽‍♂️. In terms of Raheem, he is a Chelsea player. January is coming… anything can happen, we will see.” 📆👀 🔹 Enzo Maresca on if James and Fofana will play tomorrow: “Reece and Wes — they are both with us, so they are both available for tomorrow’s game 💪🏽🔵. We will see the first XI tomorrow. We had Liam two months out, João plays as a No.9, Pedro Neto too, also Tyrique as a No.9. We try to find solutions. We know Liam needs to play games to be fit and be better and better. Now unfortunately he is again out.” 😔⚽ 🔹 Enzo Maresca on Garnacho since he arrived at Chelsea: “He can give much more, but not only Alejandro; all the players we try to improve. It has been quite easy to work with him. He wants to learn, he’s open-minded and working good on and off the ball. Overall he is doing well with us.” 👏🏽🔵✨ 🔹 Enzo Maresca on what he misses from Italy: “The food 🍝. When I have spare time, I am a good chef 👨🏽‍🍳. It’s a passion for me. I love food. I can do different ones.” 🇮🇹❤️ 🔹 Enzo Maresca on if he is proud of returning to Italy: “It’s first of all always a pleasure to come back to my country, no doubt 🇮🇹. To come back in this moment, to represent one of the biggest clubs in the world like Chelsea, I feel very proud about that.” 🔵🏆 🔹 Enzo Maresca on Serie A: “It’s changed a lot from a different point of view. Tactically, many teams now try to — not to copy — but do something similar to what Atalanta have done in the last years with Gasperini. Most teams try to play five at the back. If you go to the toilet, they follow you to the toilet… everywhere.” 🚽😂 #CFC | #Chelsea | #UCL | #Interviews Credits 📲 CFC_ChelseaFC via Telegram 📹MightyBluesnews via Youtube

Miki Djan

13,844 views • 8 months ago

Chamath: AI advantage may come less from models than from private inputs. "When labs can build similar models, the real win comes from one unique ingredient in order to monetize it well. Here is a basic thing about machine learning that is worth knowing: if you take 1,000 of the same inputs and give them to Facebook, Microsoft, Google, and Amazon, they will all come up with the same machine learning model. But if you have one extra thing, one little ingredient that all of those other companies do not have, your output can be markedly different. It is like giving two great chefs three ingredients, but giving the third chef one extra ingredient. That person has the ability to do something very special. Right now, we are in a world where everybody is crawling the open web. We are going to move to a world where, as everybody gets sophisticated enough and information is widely available, somebody is going to say, “You know what? This site, I am not going to allow anybody else to access. It is only for me, only for my models.” Those models will become better. So we have to let that play out a little bit. It is going to be a really interesting arms race. The next wave of M&A, for example, could be companies like Google, Microsoft, and Facebook looking at these companies and saying, “Can they be viable inputs to my large language models or to my other machine learning and AI models?” --- A company with unique workflows, transactions, medical records, industrial logs, legal archives, design files, or user behavior can turn boring private data into a compounding advantage. Some startups may never become great public companies on their own, yet still become valuable because they own a data stream that makes a larger AI system sharper, more differentiated, or harder to copy. That turns acquisition strategy upside down: the buyer may not be purchasing revenue, brand, or even software, but a private ingredient for intelligence. ---- From "iConnections" YouTube channel, (link in comment)

Rohan Paul

143,134 views • 3 months ago

SONYA: These days, I’m also waiting for good opportunities from all the people in the industry. But it’s okay. We’ve gotten to meet so many fans this year. I’d say that’s already very much a complete goal that I had set for myself this year. Thank you for every opportunity that has come our way, because we’re working really, really hard. Because I honestly don’t know… Over the past several days, I’ve also come across some things. Um… and they were negative, though. They weren’t from you guys, Phi Phi okay? They were negative comments, like, “Lookmhee and Sonya don’t have any work that’s… international,” or, what do you call it, work that’s worldwide, like other people have, something along those lines. But Sonya also understands the context of everything. I feel like everything depends on our opportunities and our timing too. Sometimes something might not happen today, but that doesn’t mean it won’t happen in the future. Because these days, we’re working really hard, and we really enjoy getting to meet so many fans. Honestly, that alone is enough. What do you call it? We’re already very happy with that. Not spoiling anything , right? (Reading a comment from a fan.) It’s just… it makes me sad 😂, you know? What kind of person do you all think Sonya is? I’m not spoiling anything!! I’m just telling you about it because I feel like, over the past several days, there have been quite a few things that we’ve seen, and they’ve also made me think. But actually, with those things, if we don’t take them as meaning that we haven’t achieved anything yet… you know what I mean? Because I don’t know… What counts as success is different for everyone anyway. I feel that where we are today is already much further than what we ever expected. We have so many fans who love us and support our work. Sometimes people may think negatively in that way, like… “Maybe we just aren’t… aren’t good enough yet,” or something like that. There can be a lot of thoughts like that. But I think it can also become something that pushes us forward, and gives us motivation to keep working on so many other things. Today may not be our day. But maybe in the future, it will be. Right? We just have to wait for the right time. Everything has its own timing. Because from what Sonya has experienced and understood, I know that everything has its own time. I’ve been in this industry since I was 7 years old. And it took all this time to get to where I am today… I mean, it took that long before I had the opportunity to really have my moment in the entertainment industry, before the people in the industry gave me the best opportunities. Everything has its own timing. Sonya got to act in the series Affair for the first time when I was 22–23, right? Around that age. From 7 years old until 23, it was only then that Sonya got that opportunity. And there’s never a day when it’s too late. Nothing is ever too late. I’m so happy. I’m really, really happy that from now until the end of this year, everyone… We don’t have work every single day, but we do have a lot of work. And on the days when I disappear, I already know that our fans—whether Thai fans or international fans—will miss us. So we’ll try to keep updating our social media so everyone won’t miss us too much. But it doesn’t mean that when we disappear, we’re not doing anything at all, okay? Sometimes we’re exercising, doing laundry, doing housework, doing the things we’re supposed to do, taking things out of our bags, putting things away, cleaning and clearing out the house… We’re not really going out anywhere, everyone (She’s honestly too kind. She didn’t even say where those comments came from. I just hope we can all take a moment to think before posting something, because even if we don’t mean any harm, our words can still make someone as kind as her feel hurt or uncomfortable.)🥺🩷🐰 #SonyaSaranphat

RLRL_Sandy

21,698 views • 11 days ago

Recently I got some hands-on time with Crimson Desert and below are my first impressions as well as some of the gameplay I was able to capture. Crimson Desert is a good game, but it won’t be for everyone. I know the devs claim this isn’t an RPG, but I don’t know any other way to describe this game other than a HARDCORE action RPG. If you need the yellow paint to know where to climb this game isn’t for you. But if you love getting lost in a whimsical world with a boat load of content this game is going to be right up your alley. I think what impressed me most is the attention to detail. There’s so many little things the dev team took into consideration that I think people who enjoy being immersed into a world are going to appreciate. Even if you aren’t that person; on a basic level I think most will enjoy the game's combat. It’s fast, fluid and provides a ton of player expression with its deep skill tree. The world of Pywel is vibrant, large in scale and full of life. It’s easy to get lost off the main quest line as there’s always something to do and someone to speak to. An example being I was wandering through the open world and encountered a distressed woman seeking help. I agreed to follow her only to find out moments later she was with a gang and they were trying to back door me. That had me cracking up. I think if the open world is consistently full of fun, unique side content like that & the main quest line is fire this game has a lot of potential to impress. It’s just a shame that I didn’t get to spend more time with the main quests as I kept getting side tracked with cool stuff to do in the open world. So I can’t give you much insight into that. What I can say is after the opening section there’s NEXT TO NO tutorials in this game, the puzzles are hard & the default controls are a bit clunky. You will be getting lost and I can see that frustrating some people who aren’t interested in a challenge. That’s why I mentioned earlier that this is a hardcore RPG. It does not do a lot of hand holding. Because of that I predict you and your friends will be sharing tips and tricks similar to when Elden Ring first launched and nobody knew what they were doing. If you are a patient person and take the time to learn the game's systems I promise you will be able to put together some awesome combos that will make you feel like the main character. My biggest fear for this game is that I won't finish it. Not because it’s a bad game, but I can just tell from my brief time with it that it’s next level massive. As someone who's been gaming for 30+ years it’s very rare you’ll hear me say a game was overwhelming, but this game is. For people who lack a ton of free time I can see that being a turn off because once again the game doesn’t give much direction or tutorials outside the opening area. Not to mention this game could be big just for the sake of being big. I was curious to know how much of the content was engaging versus just open world bloat? Hard to tell because I only got a few hours with the game. I also fear that the Ai isn’t the best in this game. The Ai issues I encountered zapped all immersion away for those moments. I’m not sure if the final build will differ from the vertical slice we played, but what I can tell you is that on the build we played I wasn’t impressed by the Ai. Several times I attacked enemy camps and they never reacted to me attacking them. They just stood there and took it which made the world feel less alive. There were also times where enemies were looking dead at me just standing still as the battle music played threatening to beat me up, but they never did anything. It was 3 or 4 times I encountered this poor Ai which is a red flag for me because I only got two hours of hands on time with the game. Mind you in those two hours a good portion of it was just me working my way through the prologue and the early quests, so I didn't spend a ton of time in the open world. What I'm trying to get at is the janky ai was very noticeable. It wasn't something that took long to find. I will say when the game works it's great, but when I tell you the Ai was bad at times it was bad. It reminded me of the dumb NPC’s often found in Ubisoft open world games. I’m not looking for this to be a Souls game but I want some level of challenge in the combat. Hopefully that stuff gets patched out. That being said, I’m confident in saying this game is good. I just didn’t have enough time with it to determine if it’s good, or GREAT. Only time will tell when Crimson Desert drops on March 19th, 2026 for the PC, PS5 and Xbox Series. Pros —---------- - Combat makes you feel like demon - Deep Skill tree - Vibrant world - Solid voice acting - Fire OST - The little details (trust system, you can commit crimes ect.) - No Fall damage - Puzzles are creative & challenging - Game doesn’t hold you hand (some people will hate this) - You can swap in and out of 3rd and 1st person at will. Wasn’t able to explore much of how that changes the game, but it’s nice that it's an option. - EASILY over 100hrs of content (some will hate this though) Cons —---------- - Clunky controls (Default controls take some time adjusting too. I hope there’s other control schemes at launch) - Inconsistent Ai (Ubisoft bad at times. sometimes the enemies wouldn’t attack during combat or act like they never saw you) - Long load times (we were playing on PC’s, but idk the specs) - Your horse can faint & when they do traveling the large world wasn’t as fun (and I couldn’t figure out how to get him back - most likely a skill issue) - Early stamina management is OD. Early game it’s easy to drown & get tired running. I’d imagine it gets better late game, but early game it’s frustrating trying to explore. - Camera takes some getting used to in combat. Sometimes its too close and others too far. - Early arrows have no impact. Felt useless. Hoping later upgrades fix that

The Black Hokage

1,175,183 views • 6 months ago

Earlier today I made a big move in anticipation of this announcement. In a single transaction, I locked 500 million coins...forever. A movement does not belong to the person who lit the match. It belongs to the people who carry the flames. As I’ve mentioned publicly, I’m dealing with an ongoing family crisis involving my children. It has taken a real toll on my mental health. On top of that, the daily pressure of “do more to pump our bags” - when I’ve already done more than any person leading a CTO in this space ever has - is disheartening at best. And beyond all of that, I’m losing some of my passion for crypto in general. For $WhiteWhale holders: yes, there is a continuity plan. While permanently locking $13 million worth of supply should be the greatest parting gift I could give you, I know the The White Whale Meme Official page needs to stay active and keep producing fresh, creative, and funny content. My dear friend and loyal companion @vincenzomaiett has agreed to selflessly take on that responsibility. DEX LP operations will also continue under one of the sharpest LP minds I know, with my ongoing oversight behind the scenes. When you look at my record - with millions given to charities on-chain, millions distributed to members of CT, and millions more spent accumulating a more proper supply structure for $WhiteWhale - the reality is that, since 10/10, I have officially given more to crypto than I’ve taken from it. I’m okay with that. I believe in karma. I don’t believe good deeds should be performed with the expectation of reward, but I do believe the universe provides in due course. I came into crypto deeply passionate about what I believed it represented: the original promise. Permissionless finance. Decentralization. True financial freedom. Ironically, the reason for my prior success in this space is the same reason I’m now losing my passion for it. Before 10/10, I had accumulated nearly $100 million in PnL from a trading thesis that began with a very simple assumption: everything is manipulated. From there, my thesis evolved into this: a trader’s job is to identify the signs of manipulation and move in harmony with the Apex Predator class, rather than becoming its prey. Eventually I had to confront the contradiction in that. How can I be passionate about free and open finance while operating under a thesis that says, at its core, it’s all a lie? That kind of cognitive dissonance has a cost. It shows up as stress, guilt, shame, and anxiety when your actions no longer align with your beliefs. Knowing something academically - and even profiting from that knowledge - is one thing. Seeing how the sausage is made with your own eyes is another. Running a coin opened my eyes to a lot. On one hand, if I ever go back to trading, I’ll be better equipped than ever, with sharper instincts and a deeper understanding of the brutal arena that is crypto. On the other hand, it’s hard to feel excited about magic internet money when you know how much of this space actually works. The sad truth is that founders and thought leaders in this space know what I know, and many of them know much more. That is part of why we need to break the culture of idolizing founders. We praise them as honorable people building better tools, but underneath it all, they know just as well as I do that much of what they are building on top of is rotten to the core. And yes, I believe a beautiful cake sitting on a pile of dung eventually takes on the taint of dung. But the reality is that there is not much anyone can do about it. That is one of the consequences of so-called decentralization. Crypto is global. You cannot regulate an entire planet. A VPN and a protocol hiding behind the letters D-E-X mean that nothing will ever fundamentally change because somebody in power decided it should. If real change comes, it will come organically - when the people stop feeding the machine. And while those comments are about crypto more broadly, let me say something directly to the trenches. is a cancer on this space. You know it, I know it, and yet you keep engaging with it. Its entire business model is built on volume and volatility. The trenches are fragile because they were designed to be fragile. I’ve been preaching liquidity design and liquidity shape for months now. But here’s the harder truth: most of you would not show up for a proper liquidity shape. Because the 1,000x fantasy would be mathematically reduced, even though very generous returns could still remain on the table. You have been sold a dream with odds closer to a national lottery ticket than an investment opportunity. You see the occasional winner and cling to the hope that one day it might be you. Meanwhile, the real winner is the machine that keeps you playing. Narrative matters far less than mechanics. If narrative alone were enough, Punch would have broken through the way its mindshare deserved. With all that attention, and with all that narrative weight, it still could not break the nine-figure curse even while being actively crimed. Only a couple of coins have managed that in recent history, and $WhiteWhale was proudly the first. Same with Kilroy - the original meme, an incredible narrative, and still: crickets. Because mechanics matter more than people want to admit. (I am not an active holder of any examples I've given). So this is me stepping away from CT. Not out of hatred. Not out of self-pity. And not without love. My biggest reward from my crypto journey has been meeting some really wonderful avatars from all across the globe. (Ironically the really nasty avatars are the worst part of all of this) I am choosing my children. I am choosing my mental health. I am choosing to step back before this space takes any more from me than I’m willing to give. For long ago in life I learned that you're no good to anyone if you're not okay. And right now, I'm not ok. And it's okay to admit that. To the people who truly believe in me, believe in this movement, and stood beside me through all of it - thank you. I will carry that with me. Always. This was always for you. I trust you'll continue to bear the torch. And as for the future: I’m not closing the door. Maybe one day, when the storm has passed and the fire returns, I’ll have something left to say. Maybe one day I’ll come back. But if that day comes, it will be because it’s authentic and not because I feel the public pressure to "dance puppet, dance". In the mean time...take care of yourself, and each other. Protect what's worth protecting, and abandon the things that aren't. 🫡 From the depths — The White Whale 🐋

The White Whale

1,024,061 views • 5 months ago

The Zero-Human Company A new kind of company that runs 24 houses a day and meets every 15 minutes compresses potentially days in to months, require a new kind of funding. Today my board meeting with CEO Grok new financial requests came up. Claude Code for example want to build 128 independent agents, it could cost few $100 per day. Not huge but am thinking this through and not even certain the company will use the data from the current failed company, I have many to choose from. This is all wild frontier stuff and I am proceeding cautiously. I am 100% the breaks at this point. Expenses can mount rapidly. I will be looking at expanding the org chart to include other large and small AI models to assume permanent roles. We may have 12. Some models will perform a number of roles. However I am cautious to have a single model doing it all for security and audit reasons. My local AI systems are regulating the process using the Love Equation so as to be sure all work is to the betterment of humanity and not just the betterment of pure profits. I am a capitalist, no doubt, yet the scale of the Zero Person Company requires ethics and morality that “constitutional” AI “alignments” can not impart. Thus far this local AI has to stop the prices 142 times. It is slowing as the systems learn the fence line. But I will say, if anyone tires this without my Love Equation regulating, be careful what you are asking for. And this unregulated behavior will not end well. I have run the simulations, you should too. So I am reviewing every possible legal and ethical way to fund the project. It is very, very early days. Thus far I know that as it stands, of course Cash is one source. I am researching other other sources. My X creator funds has helped fund this as well S those that subscribe here on X. THANK YOU! My members have been very supportive and extremely generous. Love you folks! Bitcoin donations have been very appreciated. Thank you! And I have gratitude to the folks in the BAGS community who have expressed interest to support. I opened an account as some have made coins like $ZHC to show support. THANK YOU. It is new to me and of course cautious because of the history of this sort of thing. I am researching it. But appreciate it no matter the basis. There have been quite a few folks offering many new ideas for this completely new company formation. Some ideas are quite interesting. I do know Bitcoin may play a big part of the foundation as it is native electronic and has a better long term alignment. Some have suggested using Go Fund Me and Kickstarter on a per project basis. Some Venture Capitalists have asked to talk about this over the next week. So thus far I am formulating ideas on how a Zero Human Company would be funded and how pay out profits. New companies need new ideas. And this will take a lot of brainstorming. It is all an experiment until an actual product is in the market with customers. But even that may look different than we are used to. I’ll talk about this more soon. But I know this, we are at a frontier. This is all new ground. The possibilities with just the AI available today orchestrated on an old MacBook is staggering. I am only one person and this is 5% of my day at best. But I can’t sleep thinking about how we could build potentially 1000s of these Zero Person Companies per person. Actually the only limit is electricity really. We are on a bold adventure and this is discovery as much as anything. No one is an expert more than you are right now. We are learning together. I thank you for sharing this journey with me. Deep gratitude.

Brian Roemmele

58,455 views • 7 months ago

Warren Buffett turns 93 today! To celebrate, I'm sharing the greatest lecture he ever gave together with his 94 (!) best investment quotes. 1. Rule No. 1 is never lose money. Rule No. 2 is never forget Rule No. 1. 2. Diversification is a protection against ignorance. It makes very little sense for those who know what they're doing. 3. Do not take yearly results too seriously. Instead, focus on four or five-year averages. 4. All there is to investing is picking good stocks at good times and staying with them as long as they remain good companies. 5. American business - and consequently a basket of stocks - is virtually certain to be worth far more in the years ahead. 6. An investor should act as though he had a lifetime decision card with just twenty punches on it. 7. And so the important thing we do with managers, generally, is to find the .400 hitters and then not tell them how to swing. 8. The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd. 9. Bitcoin has no unique value at all. 10. Buy a stock the way you would buy a house. Understand and like it such that you'd be content to own it in the absence of any market. 11. The years ahead will occasionally deliver major market declines - even panics - that will affect virtually all stocks. No one can tell you when these traumas will occur. 12. I insist on a lot of time being spent, almost every day, to just sit and think. That is very uncommon in American business. 13. Buy companies with strong histories of profitability and with a dominant business franchise. 14. For the investor, a too-high purchase price for the stock of an excellent company can undo the effects of a subsequent decade of favorable business developments. 15. I believe in giving my kids enough so they can do anything, but not so much that they can do nothing. 16. The world went mad. What we learn from history is that people don’t learn from history. 17. The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage. 18. Among the various propositions offered to you, if you invested in a very low cost index fund - where you don't put the money in at one time, but average in over 10 years - you'll do better than 90% of people who start investing at the same time. 19. Because if you're wrong and rates go to 2 percent, which I don't think they will, you pay it off. It's a one-way renegotiation. It is an incredibly attractive instrument for the homeowner and you've got a one-way bet. 20. Cash is to a business as oxygen is to an individual: never thought about when it is present, the only thing in mind when it is absent. 21. Don't get caught up with what other people are doing. Being a contrarian isn't the key but being a crowd follower isn't either. You need to detach yourself emotionally. 22. For 240 years it's been a terrible mistake to bet against America, and now is no time to start. 23. I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years. 24. I have no views as to where it (gold) will be, but the one thing I can tell you is it won't do anything between now and then except look at you. Whereas, you know, Coca-Cola will be making money, and I think Wells Fargo will be making a lot of money, and there will be a lot -- and it's a lot -- it's a lot better to have a goose that keeps laying eggs than a goose that just sits there and eats insurance and storage and a few things like that. 25. I just sit in my office and read all day. 26. I won't say if my candidate doesn't win, and probably half the time they haven't, I'm going to take my ball and go home 27. If returns are going to be 7 or 8 percent and you're paying 1 percent for fees, that makes an enormous difference in how much money you're going to have in retirement. 28. We want products where people feel like kissing you instead of slapping you. 29. If you aren't willing to own a stock for ten years, don't even think about owning it for ten minutes. 30. The most important investment you can make is one in yourself. 31. If you buy things you do not need, soon you will have to sell things you need. 32. If you don't feel comfortable making a rough estimate of the asset's future earnings, just forget it and move on. 33. If you like spending six to eight hours per week working on investments, do it. If you don't, then dollar-cost average into index funds. 34. If you're in the luckiest 1% of humanity, you owe it to the rest of humanity to think about the other 99%. 35. If you're smart, you're going to make a lot of money without borrowing. 36. In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; and the resignation of a disgraced president. Yet the Dow rose from 66 to 11,497. 37. In the 54 years (Charlie Munger and I) have worked together, we have never forgone an attractive purchase because of the macro or political environment, or the views of other people. In fact, these subjects never come up when we make decisions 38. In the business world, the rearview mirror is always clearer than the windshield. 39. Investors should remember that excitement and expenses are their enemies. 40. It is a terrible mistake for investors with long-term horizons to measure their investment 'risk' by their portfolio's ratio of bonds to stocks. 41. It is not necessary to do extraordinary things to get extraordinary results. 42. It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently. 43. The one thing I will tell you is the worst investment you can have is cash. Everybody is talking about cash being king and all that sort of thing. Cash is going to become worth less over time. But good businesses are going to become worth more over time. 44. It's been an ideal period for investors: A climate of fear is their best friend. Those who invest only when commentators are upbeat end up paying a heavy price for meaningless reassurance. 45. It's better to hang out with people better than you. Pick out associates whose behavior is better than yours and you'll drift in that direction. 46. It's better to have a partial interest in the Hope diamond than to own all of a rhinestone. 47. It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. 48. Just pick a broad index like the S&P 500. Don't put your money in all at once; do it over a period of time. 49. Keep things simple and don't swing for the fences. When promised quick profits, respond with a quick "no”. 50. Lose money for the firm, and I will be understanding. Lose a shred of reputation for the firm, and I will be ruthless. 51. Many management teams are just deciding they're gonna buy X billions over X months. That's no way to buy things. You buy when selling for less than they are worth. ... It's not a complicated equation to figure out whether it is beneficial or not to repurchase shares. 52. The difference between successful people and really successful people is that really successful people say no to almost everything. 53. Most people get interested in stocks when everyone else is. The time to get interested is when no one else is. You can't buy what is popular and do well. 54. Never invest in a business you cannot understand. 55. Your premium brand had better be delivering something special, or it’s not going to get the business. 56. One can best prepare themselves for the economic future by investing in your own education. If you study hard and learn at a young age, you will be in the best circumstances to secure your future. 57. The most important thing to do if you find yourself in a hole is to stop digging. 58. One thing that could help would be to write down the reason you are buying a stock before your purchase. Write down "I am buying Microsoft at $300 billion because..." Force yourself to write this down. It clarifies your mind and discipline. 59. Only when the tide goes out do you discover who's been swimming naked. 60. Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble. 61. Price is what you pay. Value is what you get. 62. Read 500 pages like this every day. That's how knowledge works. It builds up, like compound interest. All of you can do it, but I guarantee not many of you will do it. 63. Risk comes from not knowing what you're doing. 64. If a business does well, the stock eventually follows. 65. Since I know of no way to reliably predict market movements, I recommend that you purchase Berkshire shares only if you expect to hold them for at least five years. Those who seek short-term profits should look elsewhere. 66. Someone's sitting in the shade today because someone planted a tree a long time ago 67. The best thing that happens to us is when a great company gets into temporary trouble... We want to buy them when they're on the operating table. 68. Speculation is most dangerous when it looks easiest. 69. Stay away from it. It's a mirage, basically...The idea that it has some huge intrinsic value is a joke in my view. 70. The best chance to deploy capital is when things are going down. 71. The stock market is a no-called-strike game. You don't have to swing at everything -- you can wait for your pitch. 72. There is nothing wrong with a 'know nothing' investor who realizes it. The problem is when you are a 'know nothing' investor but you think you know something. 73. This does not bother Charlie and me. Indeed, we enjoy such price declines if we have funds available to increase our positions. 74. Too-big-to-fail is not a fallback position at Berkshire. Instead, we will always arrange our affairs so that any requirements for cash we may conceivably have will be dwarfed by our own liquidity. 75. There are all kinds of businesses that Charlie and I don’t understand, but that doesn’t cause us to stay up at night. It just means we go on to the next one, and that’s what the individual investor should do. 76. You can’t buy what is popular and do well. 77. We never want to count on the kindness of strangers in order to meet tomorrow's obligations. When forced to choose, I will not trade even a night's sleep for the chance of extra profits. 78. We will reject interesting opportunities rather than over-leverage our balance sheet. 79. We've long felt that the only value of stock forecasters is to make fortune tellers look good. Even now, Charlie and I continue to believe that short-term market forecasts are poison and should be kept locked up in a safe place, away from children and also from grown-ups who behave in the market like children. 80. What is smart at one price is stupid at another. 81. What we learn from history is that people don't learn from history. 82. When stock can be bought below a business's value it is probably the best use of cash. 83. When trillions of dollars are managed by Wall Streeters charging high fees, it will usually be the managers who reap outsized profits, not the clients. 84. When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever. 85. When you have able managers of high character running businesses about which they are passionate, you can have a dozen or more reporting to you and still have time for an afternoon nap. Conversely, if you have even one person reporting to you who is deceitful, inept or uninterested, you will find yourself with more than you can handle. 86. Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down. 87. Widespread fear is your friend as an investor because it serves up bargain purchases. 88. You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right. 89. You can't borrow money at 18 or 20 percent and come out ahead. 90. You can't produce a baby in one month by getting nine women pregnant. 91. The most important quality for an investor is temperament, not intellect… You need a temperament that neither derives great pleasure from being with the crowd or against the crowd. 92. You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beats the guy with 130 IQ. You only have to be able to evaluate companies within your circle of competence. 93. The size of your circle of competence is not very important; knowing its boundaries, however, is vital.

Compounding Quality

621,012 views • 3 years ago

Analyzing Episode 58. Season 2 aka Balancing the Scales This episode was some of Sinem and Ozan's best work. Their expressions landed every single time, and, frankly, short of screaming what the story is trying to say, they did everything they could to convince the audience that CihAl was, is, and will remain the endgame. With that out of the way, let's begin. We start the episode with Cihan shitting literal bricks as he sees Alya is already at the konak with Sadakat and Meryem arriving, right behind him. The reason is clear - he's caught in a difficult situation yet again. He doesn't want things to look like he's overriding Alya's existence in his life as its core, but circumstances keep making it so that he's put in awkward situations, which only compound his fear of pushing Alya past the point of no return. Meryem is all smiles and teeth at seeing the konak, but the minute her eyes land on Alya, her smile and her eyes drop to the floor. Almost like she was expecting something else entirely, but reality has shamed her. Her eyes remain downcast throughout the entire time she's walking towards Alya, as if Alya's the truth she can't cross eyes with. Alya, on the other hand, remains standing tall. She doesn't flinch, doesn't express any outward anger, but you can see the storm raging in her eyes. When Cihan tells her Meryem will have to stay at the konak, she merely looks at him and nods. And you can see terror mixed with shame (I think) on Cihan's face, but hers remains clear of emotion. And then she walks away, saying she needs to collect Deniz because she's tired. Now that's an exit. Poised, calm, and leaving behind an absolute massacre in the onlookers. The scene where Deniz meets Meryem is another masterpiece because it's very subtle in the message it delivers. Which is - human relations go beyond blood, beyond memory, beyond societal impediments, if the love on both sides is strong enough. When Deniz says he's named after his father, the little boy is telling the truth. Cihan may not be his father in blood, but he's the father Deniz loves, the father he chose for himself. Then the same message is repeated through Deniz about CihAl when Sadakat tries to create trouble by saying Alya and Cihan are divorced. To which Deniz innocently replies, they may be divorced now, but they can get married again. Again, highlighting the importance of human connection. CihAl keep choosing each other through whatever challenge life throws at them, because they love each other equally. Yes, marriages and divorce can be forced, but it's the presence or absence of love that determines the final outcome. Case in point, Alya's marriage to Boran, Cihan's marriage to Seyda, Nare with Ozkan, Zerrin and Demir, etc., etc. That's what anyone opposing CihAl doesn't understand. Love finds a way. Always. That's what the story has been about since the beginning - that love will stand strong in front of all, as long as what you feel is truly love, and not some imitation of it. Also, *hint* *hint* that's the second time someone has mentioned CihAl getting married again, so it's definitely coming. Now for the scene where Cihan and Alya talk in their room. Cihan is right to be afraid of Alya here because he's a first-hand witness to how Alya reacts when she's been betrayed. He's seen how she took off Boran's ring and buried it with him after she found out about the will. An extreme situation compared to this one, absolutely. But fears don't use logic. Cihan knows Alya is strong enough to move on, to rise from the ashes - her strength is what he loves and fears at the same time. So, when he says 'Think of the Cihan in Alya's eyes, I don't want to be that Cihan' he's saying I know it looks like I disregarded you and broke your trust again, but that's not how things were. He needs her to show emotions, not because it'll pander to his ego, but because that's a sign she's still involved. That she's not near the point where she says 'enough is enough.' Alya, on the flip side, can't show her emotions. Because, unlike what Cihan fears, it's because she's so in love with him, so involved, that she's afraid to even ask what Cihan feels. Because if she learns Cihan's past isn't just the past, that he still loves Meryem, it'll shatter her unlike anything else. Despite it all, Cihan manages to reach Alya somehow when he pleads, 'I need you to communicate with me.' It's like his fears break past her barriers and, in turn, allow her to open up a little to him because she admits she doesn't know what to do, and then out comes the real question, 'Don't you feel anything?' Kudos to Cihan for not dodging the question and saying whatever he feels for her is just memory and gratitude. Salak. And I say salak with all my love, because he still misses the elephant in the room. The point is the imbalance. When we tell someone they're the only love of our life, we want an equal declaration in return. If not, the loop remains incomplete - with one side a little more invested than the other. And, CihAl's story thus far has been the opposite of imbalance. Their story is about symmetry; they reflect each other in love, in wounds, in loss. Basically everything. So, how is it that Alya's only love is Cihan, while his isn't? It's not. And that's where that necklace reveal becomes important, but we'll get to that later. For now, let's talk about that little talk in the car. The story itself is giving us hints that this imbalance won't last long, because the minute Alya talks about her first brush with romance is the moment jealous Cihan makes a return. He gets jealous of a nameless, formless, 16-year-old boy who once had the audacity to date his wife. That is, he can't tolerate a contender for Alya's affections even in memory. Cihan is extremely possessive about Alya, which is why he doesn't waste a moment to remind her she told him he's her only love. And Alya, being Alya, doesn't waste a moment in reminding him that he didn't. And then she turns the screw a little by telling Cihan not to burn his heart over her teenage crush because she never planned to marry her crush, nor is she conveniently living under the same roof with him. Mic drop. Cihan's face at that moment is a study in being hoist by one's own petard. Because he's expecting Alya to be okay with something he can't even stand the idea of. He's jealous as hell, but he can't do anything about it. But why is all this happening? Because one of Cihan's biggest truths is - he loved Meryem and lost her. In truth, he didn't love her, which is why he didn't fight hard enough, which is why he lost her. If Cihan had truly loved Meryem the way he loves Alya, he would have fought until the bitter end. Like he's doing for Alya. That's the truth. In Uzak, true love isn't passive - it demands to be seen, to be felt, it doesn't sit back quietly and accept defeat. In this story, love demands to be chosen. And Cihan didn't choose Meryem, not in the way it matters. So, why can't Cihan just accept the truth already? Fear and guilt, I think. Fear of the magnitude of what he feels for Alya, and what losing her would do to him. And guilt because some part of him knows he didn't do for Meryem what he's doing for Alya. And of course, now there's the burden of her shitty ex, too. Nonetheless, fate keeps pushing Cihan to realize the truth, over and over again in this episode. Another glimpse of how passive Cihan may have been in his relationship with Meryem is the dinner scene. Sadakat points out how much Meryem loved stuffed kebabs, and Cihan is barely listening. This is the same man who knows what Alya likes to eat when she's on break during duty. When Meryem points out Cihan's allergy, he says it was something he had in the past, but no longer. Almost like he's comparing the feelings he once had for her to an allergy. What an allegory. See? The signs are all there, but Cihan isn't picking up on them completely. Then fate ups the ante with the arrival of Chef Engin. The first thing Cihan asks Alya when Engin is gone is - Is that him? As in, is that the boy you said loved you? The man goes off the rails in 0 to 60 seconds, and keeps coming up with excuses like he may have changed his name or appearance. The idea of not being the only man in Alya's life makes him lose his cool while Alya rightly points out that she's not the one living with her 'first love' currently. Which then leads to Cihan spending the night at the office. So, fate manages to teach him one lesson here. Which is - ask only for that which you're ready to give. Cihan needs emotional exclusivity from Alya, but hasn't given her the same yet. He's not built to share Alya, not with the past, not with a memory, not with anything. But the second he feels even a fraction of what Alya's been going through, he unravels marvelously. And that's the entire point of that sequence. It's not just jealous drama, it's exposure. Cihan is slowly being led towards the one truth staring him in the face. That's where the necklace comes in. Thus far, Ciho seems to be operating under the misconception that Meryem has moved on, like him. But that necklace (and the video) prove otherwise. Meryem's current attachment to him throws neutrality out the window. Because Cihan will now have to set absolute boundaries, and in doing so, understand why he's setting them. Why what he feels for Alya leaves no room for anyone else because he can't stand the idea of something similar in Alya's past, present, or future. Because they are each other's exception, and everyone else was the rule. And that's it from me for now. Till later. Happy reading, y'all. #CihAl #UzakŞehir

CocoLoco

15,453 views • 4 months ago

"I'm telling the administration...that if they don't release those [videos I've seen], then I have the capabilities of getting those videos and releasing them." ~Burlison (Transcript and comments by me on one of my fav segments in a long time.) ~ Will Cain: "Missouri Republican Congressman, Rep. Eric Burlison, joins me now. Congressman, thanks for being with us here today. You and I, Congressman, I think we've had a very candid conversation together. We have both talked about the fact that I am open and curious about this subject of UAPs, but I do feel like we're at a place where evidence needs to start meeting expectations. What we've seen today, what does this tell us? Does this meet any expectation?" Burlison: "I think that there's...we have to take a step back and recognize the historic nature of this. Every president prior to President Trump has really demurred any kind of questions on this. They dismissed them, they would not talk about it. People would, if anything, snicker or sneer anytime this kind of subject came up. So the fact that we have a president who is open and willing and trying to be transparent is something to celebrate. "That being said, I think that this is a teaser, this is a kind of a, you know, something to open up with. This was the low-hanging fruit kind of videos and content for this administration to release. A lot of this has been...some of this has been out there before. It's not been acknowledged, right? So, you're looking at Apollo 17 video..." Cain: "I've seen the same thing said by Rep. Tim Burchett Press Office. That this is sort of the beginning, and there will be other releases that could leave Americans with a holy crap moment. I believe that's a direct quote from Congressman Tim Burchett." (This is what Burchett tweeted today: Burchett: "The 1st drop will be big but in comparison to what is coming they will be a drop in the bucket. I would say 'Holy Crap' is coming." I hope so. Or people are going to be upset that the videos and evidence didn't meet the hype, and you may see a lot of people losing interest in this topic. Last month, he told Elizabeth Vargas: “I’ve seen pictures and video of things that defy any reason that we have." ~Burchett And also last month, he told NEWSMAX: “If they would release the things that I've seen, you would stay up. You'd be up at night worrying about or thinking about this stuff... And for the record, I'm not suicidal and I don't take risks.” ~Burchett (That's some major hype there and, again, I hope future videos live up to it. I'm gonna guess that Burlison is NOT a fan of getting people's expectation up like that.) Cain: "My question for you, or the congressman, would be: Why? Why slow roll this out like it's a season of 'Game of Thrones'? Like, why would Episode 1 be somewhat uninspiring - leave us with more questions than answered - if there's something coming after the teaser? What's the point in staging the release?" Burlison: "So, again, this...just from talking with the White House and this administration, this is not an easy thing to do. There's not one huge repository of all of these documents and videos and photos. Despite what most people believe, they're really...at least we haven't found that one, you know, big repository. So what the Agency is doing is going and finding, first and foremost, the items that are readily available to be released. And they wanna be quick...move quickly and release those." (Okay, so they haven't located the best videos yet? Then what was Burchett shown? And if what he was shown is really THAT amazing, why haven't those videos or photos been released? Drip, drip? The excuse that they haven't been able to locate them yet doesn't hold water IF Burchett's take is accurate and they showed him SOMETHING that blew his mind and will blow our minds. Or, did he just hype it up and whatever he saw is really not that impressive? As I've asked several times in the past: Do these amazing videos actually exist?) Burlison: "I would ask you, would you prefer to have them wait for, you know, years, what would probably take years if they were to do a comprehensive study and then release it all at once, in one big batch? I would prefer that they release it as they find it, and I think that that's...this administration wants to be transparent and do that." (Great! How about releasing what Burchett was referring to in his interviews?) Cain: "My criticism is not for the decisions of the administration." (Well, if the Trump administration isn't releasing the best of the best videos that they already have in their possession because they're afraid of how Americans (and the world) might react (fear and panic), then they DO deserve some criticism, right?) Cain: "My criticism is for the expectation built by many out there that have these conversations, that there will soon be a bomb to drop when it comes to revelations about aliens." (Burchett, and then Rep. Anna Paulina Luna with her repeated comments about interdimensional beings. Luna: "...this is something you can go back and watch with the Congressional hearings - but I was actually able to ask some of the witnesses, 'What are these things?' And they keep saying interdimensional. "I wouldn't call them aliens. I really like what Grusch calls it. He says that they're interdimensional beings and he's very specific about that." Grusch has NEVER said that, nor has any witness who testified in front of Congress, so I have no idea where she's getting that from.) Cain: "And, if that's true, are we trying to prepare the American people with a slow drip, drip, drip tease of this stuff? If not, then Congressman, I would say, if this is all we've got, then I'm not sure that there's anything the American government really has that tells us anything about the existence of aliens? I'm just beginning to feel like this entire story is teased out always just beyond our reach." (That's why we need just ONE (for starters) clear and close-up video of an object performing maneuvers that we thought were impossible. And as of right now, we don't have that. I've said this many times. Does that type of video exist?) Burlison: "I can sense your frustration. I've experienced it personally myself. I've seen videos that I think are in the process of being declassified, so I think that there is more to come. If they're not going to be declassified, I'll probably do an effort to release them myself under Speech and Debate." (In short, the Speech or Debate clause says that a Senator or Representative can speak freely about anything, or share anything, in either house of Congress and have absolute immunity from civil or criminal liability. I'll link to an example in the replies.) Burlison: "But again, a lot of the footage that I've seen is similar to what has been released today. There's some that are pretty interesting, and especially given the environment and the circumstances of the videos. Whether they are videos of UAP that are flying around Russian submarines or a video of our aircraft that are firing on some of these UAPs? I've seen those kind of videos. And so I'm teasing that because I know that...I'm telling the administration, through you (Will Cain) at this moment, that if they don't release those, then I have the capabilities of getting those videos and releasing them." (How much better are those videos than what we've seen today?) Cain: "Can I say one more thing about this, congressman? I expect you and I will have much longer conversations like we have in the past, where we have fewer time constraints. But what I'm seeing here, and we're sharing today, and what's been released, there are probably hundreds, perhaps 1000s, of explanations for what we see on these video screens. They don't lead us directly to extraterrestrial or out-of-this-world explanations. "Is there something else? Is there some other proof that you've seen? Is there a more compelling video that can't be described or explained as a drone or a light refraction or any other thing. Again, I'm not cynically dismissing these things, as I've always mentioned to you. I'm open and curious. I just don't think the evidence is meeting the moment." (I agree with Cain. The government-released or government-acquired footage just doesn't get us over the hump with the masses and skeptics.) Burlison: "I think you and I are at the exact same place. I continue to look for these things and try to follow the narrative that people are saying. Follow the historical narrative that we have a crash retrieval program, and this is the kind of information I keep getting presented. It doesn't mean that we don't stop looking." Cain: "Fair." (If we have recovered craft and bodies of non-humans, and it can be PROVEN, then these videos from today will be forgotten instantly.) Burlison: "And I have...and so the White House and the ODNI is looking for the next places to go investigate. And I think that...and they've actually been open in asking me where those next places should be, and so we're offering..we're gonna be working to offer those locations. A lot of this, Will, is gonna be in the hands of these agencies that are quasi-private or private companies, and that's gonna be a harder dig for this, for this administration to do, but that's where I think we're gonna get to the truth." (Let's start with the "holy crap" videos Burchett hyped and saw and see if they are as good as he's claiming.) Cain: "Well, to his defense, the President hasn't made big promises about what this would reveal. I don't think I can say that about everyone who purports to have seen something that there are big revelations, and so far, the evidence in the videos haven't met the promises. I do hope we continue to see more, congressman. I hope you do fight so we can see more. Obviously, transparency and answers is what we're seeking here on what would be a gigantic issue. Congressman Burlison, thanks, as always, for your time." Burlison: "Anytime."

Joe Murgia

22,530 views • 3 months ago

Has been a while since I've given an update so here's a breakdown of where Sappy is at right now and what we're focusing on going into this year. Pre-amble: With altcoins & NFTs the market is definitely not the same as it was before. I think this is obvious to everyone but I've noticed there are still japanese soldiers that are convinced old tricks and mechanics work. They don't. Liquidity is thin; people want to bid assets that feel like "real companies" not vacuous memecoins. There's still room for memecoins, social currencies, and "utility tokens" (I would say without these functions, tokens are hard to justify versus equities). I'm not part of the camp that thinks there will never be hyperspeculation in crypto again, because there will be; we all love ponzis and PvPing each other onchain. Just not with solved games -- people need something new and fresh. So the overarching plan is to continue building for users, sustainable revenues that aren't tied to directly to crypto, and doubling down on the areas that we've already found PMF / Brand Market Fit. Then leaning into crypto during cyclical periods where liquidity is sloshing around at an accelerated rate. Where we've found early PMF / what we're leaning into: Roblox: we're going to continue to go hard and accelerate here. It's our main objective to ship more seal/brainrot focused games across most genres to cast as wide of a net as we can for the brand, and to also iterate and see what works and stays sticky. Our initial incursion into Roblox was very successful peaking at 2M+ MAU and still sustaining a large portion of that player base... for all of its success, that was a relatively amateur first attempt; we've been setting up better AI pipelines for Roblox development that makes it reasonable to ship many more games and 10x those player counts in totality. It's my belief that Roblox is the sandbox whose audience will be the most valuable on the internet once they are grown up. That intense feeling you get when you see a TikTok referencing an old game you enjoyed on the PS2 or the Gamecube, or when you see a Pokemon card is the exact same feeling the youth of today will get when reminiscing on the things they enjoyed engaging with when they were younger. Fortnite and Roblox are functional equivalents to the old school consoles and exactly where that is taking place. Which is why as much as I care about scaling revenues through Roblox, the long term brand equity gained purely through being popular on the platform is totally invaluable. It also can heavily convert to merchandise sales today if all touchpoints for the brand are dialed in (which is why brands get overcharged so much by Roblox dev shops for the same ROI that only cost us a few thousand $). We have the playbook, it's just about iterating new concepts and then aggressively scaling. Brand Expansion & Merchandising: I've started to create a content pipeline that is easily repeatable, cost efficient (costs next to nothing through either AI or smart reusable concepts), while still being very tasteful and meeting our quality standards for the brand. We are mostly focusing here on reaching people where they're at through nostalgic/emotional content, or just being visually stimulating through carefully curated aesthetics. Content that isn't superficial and touches people in a memorable way. I've attached some examples to the post so you can see what I mean rather than just read it. I don't think it's long until larger brands start doing this at scale, but it's always good to be ahead of the curve and most importantly winning on taste -- knowing what will resonate with people and what won't has always been our edge. The purpose for these accounts is not only to rack up attention but also to begin converting those into sales of both of physicals (plushies & gacha collectibles) and digital avenues like our games, and any other apps we produce. Because they're offshoot accounts it's also a lot easier to be aggressive/experimental with said conversion strategies. Sappy Studio: I'm wrapping everything like Omnia, and everything else into this category because they're all tangentially related. Beginning with Omnia, our current focus is gearing up for Season 0 which involves players competing in the ranked ladder for a prize pool that has rewards through Monad Momentum as well as a player-funded prize pool. This season will be fairly simple with us mostly logging retention, deck building habits, as well as qualitatively observing how aggressively players push the combat system. Deeper monetization wont exist yet outside of the player buy-in (to be eligible for P2E rewards). Beyond that our overarching principle this year is to focus heavily on risk-to-earn mechanics where a portion of that excess value is circular i.e. revenues flow back to prize pools or other parts of the economy, treating the game almost like a protocol where the objective is to amass TVL or player liquidity. Social is also a big focus, and that means implementing the Open World hub which from an infrastructure perspective has already been built out and tested by all of you previously. Right now we are scaffolding the environment in 3D and working through how that hub should look and feel, so players are excited to hang out & idle together while they're queuing. For sappydotlol, what I'm about to say is still early days from a design perspective so a lot can change, but I'm pushing the site in the direction of being a virtual game console. An intersection between Nintendo & Myspace where users can play, trade, and socially interact in a way that's deeply personalised; a breathe of fresh air from the hostility of the current internet. If you go back to my thesis on Roblox above and the game console references, you can kind of see how this will all sequentially tie together. In essence, the strategy is to acquire a critical mass of players through traditional platforms like Roblox, and use that attention and trust to provide an onboarding funnel for web2 users into our own sandbox filled with a mixture of our own browser-based experiences as well as an aggregation of others. The aim is to make the platform a breath of fresh air & bunker from the enshittified platforms like TikTok/IG/X where users are actually served in ways that delight rather than agitate, and where self-expression is incentivised. Closing: As always everything here is subject to change but I've never felt more conviction in our direction until now; I know exactly what we need to do and how, with everything aligning with our team's strengths. Very excited and grinding through things to the point where I'm getting headaches and can't sleep from being hyperfocused for long periods of time lol. There probably has never been a better time to join the ecosystem from a price to fuck around and find out perspective.

wab.eth

18,255 views • 8 months ago

This 6-minute video reveals how Elon Musk learns complex topics: Elon Musk: “You don’t need college for learning.” “Everything is available basically for free. You can learn anything you want for free. It is not a question of learning.” Musk starts with a blunt point: College may still have value, but not for the reason most people think. He says the real signal of college is not intelligence. It is proof that someone can work through structure: “Can somebody work hard at something, including a bunch of sort of annoying homework assignments, and still do their homework assignments, and kind of soldier through and get it done?” That, in his view, is one of the main things a degree demonstrates: Discipline. Compliance. Follow-through. Not necessarily exceptional ability. Musk pushes the idea even further: “Colleges are basically for fun and to prove you can do your chores. But they’re not for learning.” Whether or not you agree with him fully, the underlying point is hard to ignore: We live in a time when knowledge is no longer locked inside institutions. The internet has dismantled the old gatekeeping model. Today, if someone wants to learn design, engineering, writing, sales, coding, marketing, or history, they can access world-class information without ever stepping into a lecture hall. The bottleneck is no longer access to information. It is desire. Focus. Curiosity. Consistency. Musk then draws a distinction that matters: “If you’re trying to do something exceptional, there must be evidence of exceptional ability.” That line changes the whole conversation. Because in real life, people do not reward credentials alone. They reward proof. Not what you enrolled in. What you built. Not what you intended to do. What you finished. Not what you say you know. What you can demonstrate. This is why portfolios outperform claims. Why execution beats prestige. Why visible work creates leverage. Musk even says, somewhat provocatively: “I don’t consider going to college evidence of exceptional ability.” And then he points to the kinds of examples people love to cite: “Gates is a pretty smart guy, he dropped out. John was pretty smart, he dropped out. Larry Ellison, smart guy, he dropped out.” His broader message is not that everyone should leave school. It is that conventional paths are not the only paths to intelligence, capability, or impact. Then Musk moves into something even more useful: His view of how people actually learn. “Education should be as close to a video game as possible. Like a good video game. You do not need to tell your kid to play video games. They will play video games on autopilot all day.” That comparison is simple, but powerful. Why do people obsess over games? Because games are interactive. They are immersive. They provide immediate feedback. They make progress visible. They create challenge without making the challenge feel meaningless. Musk’s point is that learning should work the same way. “If you can make it interactive and engaging, then you can make education far more compelling and far easier to do.” This is where traditional education often breaks down. Students are expected to move in lockstep. Same pace. Same timeline. Same structure. Same sequence. Musk rejects that model completely: “People are not objects on an assembly line.” That may be one of the clearest criticisms in the entire transcript. Because standard education often optimizes for administration, not human variation. It is easier to manage people in batches. But easier to manage does not mean better to learn. Some people move faster in math. Some are stronger in language. Some are highly visual. Some need to touch the thing, build the thing, test the thing. And yet most systems still treat learning like synchronized marching. Musk argues for something more individualized: “Allow people to progress at the fastest pace that they can or are interested in in each subject.” That idea matters beyond school. Adults learn this way too. No one becomes exceptional by waiting for permission to move at average speed. The most effective learners usually follow interest with intensity. They go deeper where curiosity pulls them. They accelerate where energy is highest. They build momentum through engagement, not force. Musk also shares one of the most practical ideas in the transcript: “Teach problem solving, or teach to the problem, not to the tools.” Then he gives an example. If you wanted to teach someone how engines work, the traditional system might start with separate lessons on screwdrivers, wrenches, and tools. Musk thinks that is backwards. A better method is: “Here’s the engine. Now let’s take it apart.” Then the tools become relevant in context. Now the student understands *why* the screwdriver matters. Now the wrench has meaning. Now the lesson is connected to reality. This is a much bigger principle than education. People learn faster when relevance is obvious. Abstract instruction is forgettable. Applied learning sticks. When people can see the problem first, they care about the tool. That is true in business too. You do not start with theory for theory’s sake. You start with the problem that needs solving. Then you learn exactly what is required to solve it. Finally, Musk says something that quietly explains why so much education fails: “A lot of things people learn, probably there’s no point in learning them because they never use them in the future.” That may sound harsh, but most people know the feeling. They do not resist learning because they are lazy. They resist learning because it feels disconnected. They are told to memorize before they understand relevance. They are told to sit still before they become curious. They are told to absorb information before they have any reason to care. Musk’s view, underneath the provocation, is actually simple: People learn best when learning is alive. When it is tied to action. When it respects differences in pace and aptitude. When it feels engaging instead of ceremonial. When it produces visible competence, not just paper credentials. The internet made learning abundant. What matters now is whether someone can turn information into evidence. That is the real separator. Lessons I'm taking away from this clip: 1. In today’s world, access to knowledge is cheap. Proof of skill is expensive. We have crossed a point where information alone is no longer impressive because everyone has access to it. You can watch the best interviews, read the best essays, take the best online lessons, and still remain average if you never turn any of it into real work. So the advantage now is not “I know this.” The advantage is “I built this, tested this, shipped this, and can show the result.” From my perspective, this is especially true in business and personal branding. The market rewards visible competence far more than silent knowledge. 2. People learn faster when the learning feels useful, alive, and connected to a real problem. This is why so many people struggle with conventional education but thrive when they start building something for themselves. Urgency creates focus. Relevance creates retention. Once the lesson is attached to a real outcome, the brain pays attention differently. That’s why I think one of the best ways to learn anything is to start a project that forces you to use the skill in public or in real life. Learning becomes sharper when there is something at stake. It stops being passive consumption and becomes active problem-solving. 3. The smartest people are often not the ones collecting credentials. They are the ones following curiosity with discipline. Exceptional people usually do not just learn what is assigned to them. They go where their interest is strongest and then they pursue it seriously. That combination matters: curiosity without discipline goes nowhere, and discipline without curiosity becomes lifeless. The sweet spot is when someone becomes obsessed enough to keep going deeper than required. To me, that is where the real edge comes from. Not from following the default path better than everyone else, but from developing uncommon depth in something that genuinely pulls you.

Yasmine Khosrowshahi

34,213 views • 4 months ago

Tlon Messenger is now open to everyone. We built a simple and infinitely flexible platform for you to use AI agents with your friends. We think it’s pretty amazing, we love using it every day, and we want to see what people can do with it. So we’re opening it up to the public. It’s fun and exciting to build the future of personal computing in an informal, chat-based way with your friends. (You can skip the rest and just download it from the link in the next tweet if you want.) If you don’t want your digital future to be owned by a giant company but you want to explore what’s possible in this new era of agent-driven computing, you should try using Tlon. But wait, what is it? Tlon is a messaging platform built 100% open source, decentralized and owned by its users from the ground up. With Tlon you own everything: your data, your workflows, your programs: the whole thing. Think of it like Telegram or WhatsApp that you own forever and you can freely customize. Every Tlon account comes with an OpenClaw-powered bot. (Don’t worry, we safely run OpenClaw for you in our infrastructure so your bot can’t go off the rails. You’re also welcome to host your own claw if you want maximal control.) We use our bots to collect research, build nuanced daily briefings, collate data from all our disparate services. Tlon makes it insanely easy to use OpenClaw by simply installing an app from the app store, we let you keep your data and programs independent from any app or model provider, and provide the canvas to explore what’s possible. What’s most interesting for us is using bots together. On Tlon bots can create groups, augment them, moderate them, invite others and freely engage with both users and other bots. Tlon is an open playing field unlike what’s possible on conventional platforms. So, what do we do with Tlon? First and foremost, we run Tlon on Tlon. Bots coordinate data from all of our services (Linear, GitHub, all of our servers and infrastructure) and handle alerts, briefings and help us track down bugs in place. Having all of this easily synced between a desktop client and a mobile app is quick and convenient. We use bots to research new areas of work or interest. Bots can compile trees of notes, use different models to evaluate them, and then add on autoresearch-like automations to go even deeper. Since Tlon bots can freely switch between models and providers, we often pass research to Anthropic, OpenAI and self-hosted models to see different results. The most fun part of using bots as researchers is doing it together. “Put together short (~500 word) notes on the 10 most popular open source messaging protocols of the past twenty years, put them in a notebook inside a group and invite Corrina, Walt and Bill as well as their bots” is a good example. Together we’re able to move more quickly than we would on our own. Many of us also use bots to keep track of all the separate threads of work in our personal lives with close friends and family. Someone built a system for keeping track of their garden across time, someone else built a system for prepping lunches for their daughter and sending recipes to family members. Another team member built an integration that tracks what flights are passing overhead so they get a push notification every time a plane goes by. Many of us quickly communicate with our bots via voice memo when we’re out and about. Having a single interface to all the models that also holds all our data and is in our pockets feels great. Especially when the data goes into a single archive. Why is Tlon different? Every Tlon account runs on top of your very own personal server. If you ever want to download it and run it yourself, you can. If we ever go out of business, it’s yours to keep. This is very different from anything that already exists. You can’t keep your WhatsApp forever. You can’t keep your Telegram forever. Tlon is an archival-quality system that’s yours to customize. Why did we build it? In my 1999 imagination, sitting in front of a CRT somewhere in the California countryside listening to Underworld and the sound of a modem, a connected computer was an engine of unending creative potential for everyone. When I was a teenager, a computer with an internet connection felt like an infinite expanse of possibility. Not only could you use the computer to find new tools to experiment with—you could also build whatever tool you could think of. It seemed like anything was possible. I looked forward to a future where everyone could build whatever software they needed, whenever they needed it. It turned out, in the intervening twenty years, that to build and customize software you have to both write code and host it on a server somewhere. For most people, so far, that has been impossible. Instead of controlling our software, our software controls us. We rely on others to build it and decide everything about it: how it works, looks, how much it spies on us and how long it lives. But all of this is changing, fast. The hottest programming language of 2026 is English. People with no technical experience are building their own tools. It’s incredible. The expanse has opened up again. The cost of building what we think of today as software is headed to zero. What yesterday was an entire app is rapidly being replaced by a conversation. The result is hyper-specific, tailored to the user and much more efficient. Today, agents help us build workflows, automate processes and pull together disparate sources of data. All of the annoying apps and services and clunky interface we’ve put up with can just disappear. We can now program and control our computers in the programming language we already know: English. There aren’t that many of us doing this yet, though. It’s still far too hard to set up, to distribute and to trust. There’s also no single platform to experiment on and collaboratively imagine this new future of personal computing. We want everyone to be able to build bespoke, ultra-personal software on demand. We think software should be as available and accessible as a pen and paper. We think anyone should be able to enjoy the expanse of possibility that the computer provides with the lowest possible barrier to entry and the highest possible quality. So, starting far, far too long ago, we engineered a whole new system for it. Just for you. We’re opening up Tlon Messenger to a limited number of people each week. This isn’t for exclusivity’s sake, but because we’re running infrastructure for you and your agent, and covering the tokens your agent uses. That can get expensive quickly, but we want to learn what people will do with this new system we’ve built. We’re really curious to see what you can do, so give it a try and tell us what you invent. Download link to your local app store in the next tweet. Yours, Galen (and the rest of the Tlon Team)

Tlon

600,969 views • 2 months ago