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Jan 29
9 Body Language Tips for Men

1. Don't stand like a boy. Image
1. Don’t Stand Like a Boy

No slouching, no pigeon chest, no collapsed shoulders.

Stand tall, feet grounded, chest open.

A boy tries to take up less space.
A man owns the space he’s in.

Your posture tells people exactly who you believe you are.
2. Move Slower on Purpose

Fast movements make you look nervous.
Slow movements make you look certain.

Turn your head slowly, walk at a steady pace, set your drink down instead of dropping it.

Control in your body = control in your presence.
Read 12 tweets
Jan 29
Today isn’t a panic about earnings.

It’s a regime repricing.

The market is asking a harder question:

Can AI revenue grow fast enough to replace legacy software value — not just sit beside it?

MSFT, SAP, NOW are the battlefield.
Why this hurts so much:

• AI compresses pricing power in apps
• Productivity tools attack seat-based models
• Backlogs matter less when cycles shorten
• Concentration risk (OpenAI = ~45% of MSFT RPO) is now visible

This is why selling is indiscriminate across SaaS, even “good” companies.
Rising Dynasty takeaway (this is the actionable part):

The market is rotating within tech, not out of it.

Fading:

– Application / seat-based SaaS
– Backlog-driven valuation stories

Favored:

– Infrastructure
– Security
– Data / observability
– AI-enabling layers

This isn’t 2022.
It’s a sorting phase.

Dynasties are built by owning what AI needs — not what AI threatens.
Read 3 tweets
Jan 29
At 70 years old, Mark Sisson is living proof that aging doesn't have to mean slowing down.

Ripped physique. Endless energy. Sharp mind.

His secret? Not good genetics or strange protocols.

But these 10 simple Primal Laws anyone can follow: 🧵 Image
Law 1: Eat Lots of Animals and Plants

The Standard American Diet has it backward.

Low-fat, high-carb approaches trigger excessive insulin and chronic inflammation.

The solution isn't calorie restriction, but quality macronutrients your cells recognize as actual food.
The Primal Blueprint Food Pyramid:

• Proteins (grass-fed, wild-caught)
• Colorful vegetables
• Moderate seasonal fruits (especially berries)
• Healthy fats (avocados, olive oil, coconut)
• Occasional dark chocolate & sweet potatoes Image
Read 20 tweets
Jan 29
To the freezing in Nashville: Do you know that only SEVEN outages are being worked on right now? And it’s not even the largest seven. NES doesn’t have the resources/processes in place to handle more than a handful of outages. 834 outages have no one assigned to them.

WHERE IS THE STATE ATTORNEY GENERAL?

WHERE ARE THE INVESTIGATIVE REPORTERS?

Here’s a thread outlining what I’ve found out so far 🧵:
People were texting me that NES crews were in various parking lots doing nothing and when asked why, the crews said they were waiting for assignments. So I started digging in. Turns out, NES is being cute with their language and saying that crews are “in the field” and that just means out and waiting (in parking lots apparently). It does NOT mean that the crews are working on an outage.
In fact, y’all can check for yourself how many outages are assigned at any given moment. You’ll see that right now they are only working on SEVEN outages and EIGHT HUNDRED AND THIRTY FOUR (yes 834!) remain unassigned, with no crew assigned. Image
Read 7 tweets
Jan 29
In today’s Vatnik Soup, we introduce a Ukrainian “scholar” and social media activist, Marta Havryshko (@HavryshkoMarta). She’s best known for spreading anti-Ukraine and pro-Kremlin narratives online, along with a habit of spotting neo-Nazis everywhere in Ukraine.

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Marta hails from Ukraine, where she studied history at Ivan Franko National University of Lviv. She received her PhD in history in 2010. Her academic work focused on gender-based violence and wartime atrocities, including publications on sexual crimes in occupied Ukraine.

2/20 Image
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She is currently working as a visiting Assistant Professor at the Strassler Center for Holocaust & Genocide Studies at Clark University in the US. According to the center’s website, Marta teaches courses on antisemitism, racism, and gender-based violence in armed conflicts.

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Read 21 tweets
Jan 29
🚨THREE days before executing Alex Pretti, the SAME agents almost killed another U.S. citizen…🚨

While illegally detaining unaccompanied minors, using excessive force, causing multiple car accidents, and assaulting multiple U.S. citizens… all in one video.

The video starts with agents checking the ID of a 16-year-old girl they had just hit with their car.

She has a U.S. passport.

They don’t care.

They had already taken her 15-year-old brother after scanning his face.

They seize her passport, and then handcuff her.

At the front of the car, you can see a U.S. citizen legally observing.

Not interfering, or moving.
Just filming.

Suddenly, agents swarm them and tackle them to the ground.

Multiple men put their full body weight on the person’s back. One agent hits them in the face, and then pushes his knee into their face, while another pulls the person’s hair…

All while the person lays motionless.

Their nose starts bleeding into the snow. They’re struggling to talk, let alone breathe. All while they are not resisting.

When the agents finally lift them up, blood is running down their face.

And the agent’s rampage continues.

Agents are then seen smashing a car window and try to grab the driver while the car is not in park, nearly running over another agent in the process.

Multiple people are now on the ground.
One man has been pepper sprayed, his glasses knocked off.

A woman walks up.

Without warning, an agent pepper sprays her directly in the eyes, blinding her, while they yell at her to move.

She can’t see where she’s going, so the person filming has to lead her to the sidewalk.

The camera turns back.

The man who was pepper sprayed earlier is now standing, lethargic, disoriented, and unable to see without his glasses, and with pepper spray in his eyes.

They slam him back to the ground.

An agent walks over, pepper sprays him again, inches from his eyes, and casually walks away.

This is believed to be the same agent who later shot Alex Pretti in the back.

As three agents put their full weight on this man, other agents begin throwing tear gas, including a canister thrown right next to his head.

The entire area fills with thick smoke.
You can hear agents accidentally hitting a car because they can’t see.

After multiple pepper sprayings, physical assault, and tear gas deployment right next to his face, the agents simply stand up and walk away.

They leave him lying in the middle of the street, surrounded by smoke, without glasses, effectively blinded, after already causing crashes due to lack of visibility.

Eventually, he manages to get up and run for help, begging bystanders to assist him.

And these are the same agents who later illegally assaulted women for filming, then assaulted Alex Pretti for helping them, using excessive force, pepper spray, and bear spray…

Before tackling Alex Pretti, beating him, removing his legal firearm…

and executing him.

This is what happens when agents are trained to ignore the Constitution, are protected from consequences, and told that violence is policy.

If this blatant abuse is allowed to continue, it’s no longer a question of if another U.S. citizen will die…

It’s only a question of when, and how many more they think they can get away with before anyone stops them.
We need to stop pretending this isn’t going to happen again.
Read 6 tweets
Jan 29
@GordonJohnson19 1/ Let’s stress-test Tesla cash flow under a realistic bearish scenario

Assumptions:
• Vehicle sales keep falling at 2025 rate (~-7%)
• Model S/X discontinued
• Margins keep declining
• CapEx = $20B
• Regulatory credits fall to $100M
What happens to cash flow?
@GordonJohnson19 2/ 2025 baseline (approx):
Revenue: ~$95B
Operating CF: ~$13B
Free CF: ~$6–7B
Auto margin: ~18%
Reg credits: ~$1.4B
CapEx: ~$9B
Already a much weaker Tesla than 2022–23.
@GordonJohnson19 3/ Revenue impact:
Another -7% sales decline → ~$88B
Kill Model S/X (-5%) → ~$84B
So revenue drops to ~$84B.
Read 14 tweets
Jan 29
Cutting through the noise: key to this crisis is not what the US does--US action will be kept to Iran--but how Iran responds.

Assessing risk of regional war depends on assessing how Iran manages its response.

What (if anything) could push Iran into escalating the conflict?
Iran has offensive capabilities. But it is also vulnerable to offensive action. It can respond to attacks, but the posture of US/Israel/Gulf states makes any attack of limited utility.

Rolling the dice on Hormuz triggers a much broader retaliation. It would be near suicidal.
Iran's problem since True Promise I (or Soleimani, really) has been a loss of credibility re: deterrence.

It has shown again and again that it will absorb significant hits and retaliate in a measured, calibrated way.

Will it continue that streak if the US attacks now?
Read 9 tweets
Jan 29
I took a closer look at the UK government's new 'AI Skills Hub', and it is insane.

It includes 'courses' that are simply links to info pages about PhD programs; 'courses' that are literally just software developer documentation; and 'courses' that don't exist at all.

Short 🧵
Let's start by being generous - a course that's actually a course.

But it's labelled as a free course, when in fact you have to pay to take it. Image
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Then there are courses that don't seem to exist. Like this one, which when you try to book just takes you to a 404 page. Image
Image
Read 13 tweets
Jan 29
🚨: NEW FOOTAGE - Officer tells me that being offensive is a crime!

Badge Number: AS 2264

@metpoliceuk - SHAME ON YOU!

I was peacefully debating under my organisation, @FreedomWatchGB, with @WillColeshill acting as my cameraman. I was attacked, assaulted, and my equipment was broken, yet William was the one arrested after he did a citizen arrest on the man attacked me.

This was a two-tier, politically motivated attack.
@metpoliceuk @FreedomWatchGB @WillColeshill CONTEXT:

@metpoliceuk @FreedomWatchGB @WillColeshill Please Support Freedom Watch In Any Way You Can 👇🏻🙏🏻

gofundme.com/f/freedom-watc…
Read 3 tweets
Jan 29
Recently, I noted how the US economy was showing signs of re-accelerating.

This has been reflected in bonds so far.

Scanning through what bonds are pricing across the curve for opportunities (systematic)🧵 Image
1/ Over the last month, short-term interest rate markets have remained unchanged. Over the last year, these markets have remained unchanged. We show the evolution of these expectations below: Image
2/ Short-term interest rate markets are expecting a peak in policy rates on Feb 26 at 3.64%, followed by a trough on Jan 2027 at 3.18%. This implies approximately 2 interest rate cuts cumulatively over the next eighteen months. We show this path below: Image
Read 8 tweets
Jan 29
Most billion-dollar ideas die because the barrier to build is too high, @emergentlabs changed that and hit $50M run rate in 7 months.

I spoke with @MohapatraHemant to share the hard lessons I've learnt and what it takes to build in AI

tl;dr takeaways 🧵
Control the infra: Most AI startups are just UI slapped on a 3rd party API. That's a feature, not a company.

For production-grade software, we built our own container tech and coding agents from the ground up. If you don’t control infra, you don’t control the feedback loop.
The 0.2s Rule: I tell my team, AI is an "Olympic race." No one remembers the runner-up who lost by 0.2 seconds. In a high-growth AI startup, every delay is a compounding loss. We fight entropy every single day to save those 0.2 s. Momentum is the only thing that keeps us ahead.
Read 7 tweets

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