Eric Jackson Profile picture
Nov 16 11 tweets 2 min read Read on X
10 Reasons You Need to Live By the “Own the Future, Don’t Rent It” Rising Dynasty Mantra
1/ Most people spend their entire lives renting their destiny.
They rent their time to employers.
They rent their beliefs from analysts.
They rent their confidence from the crowd.
The future belongs to the people who own their decisions.
2/ Paycheck thinking is dead. Asymmetric thinking is the new literacy.
AI is rewiring the world.
Linear income streams won’t cut it.
You need asymmetric upside — the kind institutions aren’t trained to recognize.
Owning the future means owning asymmetric bets.
3/ One great decision can rewrite your family’s entire trajectory.
My grandparents buying a home in the 1950s changed generations of Jacksons.
They had run a rooming house before in order to have a place to live.
That wasn’t diversification.
That was ownership.
4/ You don’t get rich renting other people’s narratives.
The analysts who laughed at OPEN, CVNA, BTC, PLTR?
They all showed up after the returns.
Retail saw it early.
Because retail thinks independently.
Ownership > consensus.
5/ Power Laws reward courage, not compliance.
You can be wrong 9 times out of 10 and still build a dynasty if you capture one 100-bagger.
Renters chase safety.
Owners chase magnitude.
6/ Volatility is not the enemy — stagnation is.
People would rather stay broke than feel discomfort.
But volatility is the price of generational wealth, not a penalty.
Renters avoid price swings.
Owners endure them.
7/ Institutions are structurally blind to the future.
Career risk.
Committee thinking.
Quarterly handcuffs.
They literally can’t see what retail sees.
Your freedom is your edge.
Own it.
8/ Fear is the mortgage payment on a rented life.
Fear of being judged.
Fear of being wrong.
Fear of looking early.
Letting fear make your decisions is the most expensive lease in the world.
9/ Ownership multiplies everything else in your life.
Conviction shows up in your marriage.
In your health.
In your discipline.
In your family legacy.
You don’t rent your purpose.
You live it.
10/ The next decade will be the greatest wealth transfer of our lifetime.
AI, tokenization, ontology-driven software, digital treasuries — everything is being reset.
You can watch it happen… or own it.

That’s what “Own the future, don’t rent it” means.
It’s a call to live boldly — and build your dynasty while others hesitate.

Rising Dynasty is choosing ownership.

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More from @ericjackson

Nov 16
@vladtenev said something controversial this week:
AI will replace so many jobs that retail investors will need to trade more to generate extra income.

Is that self-serving?
Yes.
Is it probably true?
Also yes.

The uncomfortable part is that most people have no plan for what’s coming.
Let’s be honest:
For decades, the middle class outsourced its financial future to “experts” — wealth managers, glossy banks, pension boards.

And what did we get?
High fees, closet indexing, and a decade where retail outperformed institutions in almost every major inflection point.
AI is about to widen that gap.
Not because retail is doomed…
…but because the world is shifting from paycheck thinking to asymmetric thinking.

If your income stream becomes volatile, the only antidote is to own assets that can change your life.
Read 8 tweets
Nov 16
“Can $OPEN follow the $PLTR playbook?”

After Kaz’s first earnings call as CEO last week, my answer is: yes – and the blueprint is right there in the transcript. 🧵
Palantir playbook in 3 beats:

1️⃣ Misunderstood for years (“glorified consulting”)
2️⃣ Ontology + AIP quietly rewires customer workflows
3️⃣ Revenue & margins inflect → market finally rerates

@CanadaKaz just outlined the housing version of that.
Step 1: Refound the company as software, not a trade.

Kaz: “We believe we’re a software company and our leverage comes from engineers writing code.”

That’s PLTR 2005–2018 energy: infra first, optics later.
Read 16 tweets
Nov 16
10 Things Hidden in Palantir’s Earnings Calls That the “AI Bubble” Crowd Completely Missed

Everyone screams about the multiple.
But nobody reads the footnotes, the metrics, or the CEO quotes — because they’re lazy.

Here are the 10 most underappreciated signals buried in the last 4 calls 👇🧵
People say Palantir at 60× forward sales is “unsustainable.”

Ok — then explain how the company posted a 114% Rule of 40 last quarter.
Show me another software company at scale doing 60%+ growth AND 50%+ margins.

That’s not a bubble.
That’s world-class unit economics that most analysts STILL don’t model correctly.
Do they even know what the Rule of 40 is?
U.S. commercial — the purest “AI” part of the business — is growing triple digits…
while becoming a bigger share of total revenue.

Bubbles fade as they scale.
Ontology accelerates as it scales.

This is the opposite of froth.
This is compounding adoption.
Read 12 tweets
Nov 15
“AI is a bubble.”
“Palantir at 62× forward sales is insane.”

Cool story — except the last 4 earnings calls show the opposite.

PLTR isn’t overpriced.
The market is still underestimating how fast revenue explodes when you OWN the ontology layer.
Let’s walk through the receipts and see why Michael Burry is so wrong on Alex Karp 🧵
Start with the topline everyone hand-waves away:

Q3 2025:
•63% YoY revenue growth
•18% QoQ
•U.S. revenue +77%
•U.S. commercial +121%
•Rule of 40 = 114% (revenue growth + op margin)

Karp’s words, not mine: these are “arguably the best results that any software company has ever delivered.”

Bubble stocks don’t do that.
This isn’t a one-off.

Q2 2025:
•Revenue +48% YoY
•U.S. +68%
•U.S. commercial +93%
•Rule of 40 = 94%

Q1 2025:
•Revenue +39% YoY
•U.S. +55%
•U.S. commercial +71%

You don’t get accelerating growth at this scale if this is just meme-stock froth. That’s what an S-curve looks like before Wall Street’s models catch up.
Read 14 tweets
Nov 15
The $330 Trillion Opportunity Nobody Is Talking About (YET… although @vladtenev and @CanadaKaz see it)

How HOOD × OPEN could create the world’s first liquid real-estate market — and each print $3–10B/yr in high-margin revenue by 2029.
This is the real RWA mega-trend.
Not treasuries.
Not USDC.
HOMES.
👇🧵
Everyone talks about “RWA”…

…but they miss the BIG one:

Real Estate = $330 Trillion.
The largest asset class in human history.
Bigger than:
• Global stock market
• Global bond market
• Crypto by 600×
• Private equity + VC combined

And it’s 0% on-chain today.

That’s the opportunity.
Tokenization doesn’t matter unless you control BOTH sides:

Supply of assets
and
Demand + liquidity.

That’s why HOOD × OPEN is the power-law combo.

OPEN = the asset factory.
They buy, price, inspect, and operate homes at scale.

HOOD = the trading engine.
25M retail traders + global distribution + 24/7 rails.

Together?
They can create the NYSE of Real Estate.
Read 11 tweets
Nov 4
I said on @cvpayne yesterday that $HUT is a $5.5B platform with $1B+ in BTC and a 65% stake in ABTC (~$3B) —
so you’re getting the energy + data center business for ~$1.5B.
Meanwhile $IREN trades near $19B and $CIFR at $9B.
Today’s call proves how mispriced that is. 🧵
Hidden strength: Because ABTC is consolidated, HUT eliminates the managed-services & colocation revenue it earns from ABTC.
Those are real and recurring economics hidden by GAAP.
So the true earnings power is higher than reported.
Scale: HUT now disclosed 1.53 GW under development and 8.65 GW total pipeline.
That puts them right beside the 3 GW players — they’ve just been conservative until now.
Read 12 tweets

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