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New England work ethic meets Silicon Valley ambition. Danielle Strachman 💗 🐈 💃 🪴 🎸 🎨 🐕 walked into a hospital for an internship, opened a charter school during the '08 crisis, then co-founded 1517 Fund w/ Peter Thiel's backing. THE INTENTIONAL INVESTOR - OUT NOW ON @epsilontheory!
16,205 görüntüleme • 11 ay önce •via X (Twitter)
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![Whitney Webb on Peter Thiel's attempt to "rebrand Christianity": "[With] Peter Thiel's Antichrist stuff... there's an attempt... to rebrand Christianity in ways that are more compatible with Silicon Valley's deep involvement in the U.S. military, which slaughters civilians...." "[It's] an attempt... to develop a new form of a more violent Christianity..." This clip of Webb (Whitney Webb), author of One Nation Under Blackmail and contributing editor of unlimitedhangout(.)com, is taken from an interview with The Last American Vagabond (The Last American Vagabond) posted to X on March 13, 2026. ----------------Partial transcription of clip--------------- "So, to be honest, you know, I think like Peter Thiel's Antichrist stuff, there's an attempt there to rebrand Christianity in ways that are more compatible with Silicon Valley's deep involvement in the U.S. military, which slaughters civilians, and also the Israeli military, which slaughters civilians. "And there's sort of a way, an attempt there to develop a new form of a more violent Christianity, which, you know, most Christians I would think would be against. But it's, it— They're particularly marketing this not necessarily to the general American public, but a select number of people in Silicon Valley or up-and-coming people in the, in the tech technology scene that identify as Christians. "So, you know, Peter Thiel's Antichrist series, only certain people were invited to that. It was not a publicly broadcast thing. They're not trying to sway the public with that. That's kind of. They're, they're going after a niche group there. "And then you have Trae Stephens who's along, well he's an obvious spook, but he's a Thiel, a very Thiel-linked one, big Palantir guy. Before that was involved in U.S. Intelligence stuff in Afghanistan, but he co- founded Anduril with, with Palmer Lucky, which is doing a lot of this autonomous warfare stuff. "But beyond that he also created, well, his wife nominally created, but he clearly runs it with his wife, called ACTS 17 that's kind of this collective in Silicon Valley about trying to bring Christianity back to Silicon Valley and it's this particular brand of it. "So the religious Zionism thing I think is a little different if you're talking about what were once an extremist group in Judaism. But you know, obviously it's expanded, expanded since then. "But I definitely want to make it very clear that I don't think all Jews fall in this category even remotely. But there is, you know, this particular faction that's very obsessed with hastening the end times. But there's also a group of Christians that's very obsessed with that. "And, you know, I wrote about this back for Mint Press, I think in 2019. It's just sort of the history of how that developed on both sides and the idea that these groups have opportunistically used each other, and they don't necessarily like each other. "But they opportunistically use each other to, to try and hasten the same end times. But they think the end times will have different outcomes, obviously. "And actually the Christian version of that, the Christian Zionist–believed outcome of the end times, has been criticized as being deeply anti-Semitic, ironically enough. But it's basically for both ends. It's born out of this idea that God isn't acting quickly enough. And so we must do things, to hasten the, the end times, because we don't want to wait. To paraphrase the Schneerson song."](https://image.24vids.com/tw-2032660522181476756/amplify_video_thumb/2032658370352787459/img/kr-wVhVGt5aIx8gp.jpg)
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BREAKING: Bill Ackman just IPO'd his hedge fund. He targeted $25 billion two years ago. He raised $5 billion yesterday. And the retail investors he spent two years courting on X didn't show up. Here's what actually happened, and why it matters for every investor who thinks following a famous name is a strategy. Wednesday, April 29. Bill Ackman rang the opening bell at the New York Stock Exchange. Two listed entities hit the market. Pershing Square USA (PSUS), the closed-end fund. Pershing Square Inc. (PS), the asset manager. PSUS priced at $50 a share. It opened at $42. It closed at $40.90. Down 18% on debut. One of the most famous hedge fund managers on the planet went public, and his fund lost nearly a fifth of its value in a single trading session. Now look at how the money actually came in. Of the $5 billion raised, $2.8 billion came from a private placement. Family offices took 30% of that. Pension funds took 25%. Insurance companies took 22%. Ultra-high-net-worth investors took 12%. Institutional investors accounted for over 85% of total orders. The remaining $2.2 billion came from a public offering of 44 million PSUS shares. Some of that was retail. Most of it was not. Ackman has 2 million followers on X. He spent two years marketing this fund as a way for regular people to access hedge fund returns at $50 a share. He even said it on CNBC the morning of the IPO: "Hedge funds are sort of known for managing money for rich people. And now we have the opportunity for someone with $50, could be a long-term shareholder. Usually, the retail gets cut massively back, the institutions are favored. We did the opposite." The retail audience he was talking to didn't believe him. The institutions did. Two years ago, the original target was $25 billion. Yesterday, the final number was $5 billion. That's an 80% downsize. This is one of the most watched investors in the world. He gets booked on every major financial network. He posts daily to millions of followers. He has been pitching this exact deal since 2024. And the deal still came in 80% smaller than planned. Here's the part nobody is connecting: The retail audience for hedge fund products is fundamentally different from the retail audience for personality content. Ackman built a following by being loud on X. Loud on takeovers. Loud on politics. Loud on universities. Loud on ETFs. Loud on macro calls. Followers love that. They follow. They reply. They retweet. But following someone is free. Wiring money into their closed-end fund at NAV with no performance fees and a fee structure most retail investors can't even read is an entirely different decision. The market just made that distinction for him. Now zoom out, because this is the structural lesson. The $2.8 billion private placement was wrapped up before retail even saw the deal. Family offices. Pension funds. Insurance companies. Sovereign wealth. These are the buyers who get the call before the IPO is announced. They get the term sheet. They negotiate. They commit. By the time the public sees the listing on a Wednesday morning, the institutions have already locked in their allocation. The retail investor sees the same news, gets the same prospectus, and reads the same ticker. Different game. Same name on the door. And then PSUS opened down 16% and closed down 18%. Every retail buyer who put in $50 at the IPO price was sitting on a $9 paper loss before lunch. The institutions had locked in better terms in the private placement. Same fund. Same manager. Two completely different starting positions. This is how the structure of capital markets actually works. Every. Single. Time. The brochure says democratization. The cap table says the institutions got there first. This is the same lesson the Blue Owl and BlackRock private credit stories taught us last year. When a famous money manager opens a vehicle to retail, the fine print and the fee structure and the timing of the allocation all favor the people who already have access. You can have a manager with no performance fee, with bonus shares attached, with two million social followers, and a stage on CNBC. The math of who gets in first and at what price is still the math. So what does this mean for you? It means a famous name on the cover is not a strategy. It means following an investor on X is not the same as being invested with them. It means the retail audience for entertaining finance content is enormous, and the retail audience for actually deploying capital into a complex product is not. The wealthy don't pay famous investors for personality. They build systems that don't depend on a single human being having a good year, or a good fund debut, or a good narrative on social media. Ackman's reputation got him on the front page. It didn't get the stock above its IPO price. The math always catches up. The personality doesn't change the math. Boring? Yes. Effective when a $25 billion vision becomes a $5 billion raise that opens down 18%? Also yes. This is exactly why we built Surmount. Automated, rules-based investment strategies. Built for the retail investor who doesn't want to bet a portfolio on whether a famous fund manager has a good debut:
Logan Weaver
220,960 görüntüleme • 4 ay önce
