Eric Jackson Profile picture
Dec 26 9 tweets 1 min read Read on X
Everyone wanted the throne.
Almost no one prepared for winter.
That’s why they lost it.
Game of Thrones wasn’t about power.
It was about who could survive when the world turned hostile.
The loudest houses fell first.
Visibility attracts arrows.
The quiet ones built systems.
Stores of strength.
Structures that didn’t need applause.
Markets are no different.
Bull markets crown kings.
Winter decides who actually rules.
I don’t optimize for moments.
I design for seasons.
Rising Dynasty isn’t about winning the game.
It’s about outlasting it.
Power isn’t taken.
It’s survived.

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Eric Jackson

Eric Jackson Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @ericjackson

Dec 26
Every system pretends it runs on belief.
Until stress arrives.
Then you see what it really runs on.
That thing is collateral.
Collateral doesn’t care who’s right.
It only cares what survives pressure.
Read 7 tweets
Dec 26
The Fourth Turning & Vision 2041

Most people hear “Fourth Turning” and think:

collapse
recession
doom

That’s a misunderstanding.

A Fourth Turning isn’t the end of progress.

It’s when progress changes form.
History doesn’t move in straight lines.
It moves in long cycles.

Every ~80–100 years, societies hit a crisis phase where:
•old systems stop working
•trust collapses
•patchwork fixes fail
•new rules must be written

That’s the Fourth Turning.
The last one gave us:
•the Great Depression
•World War II
•a new monetary system
•new institutions
•new global leadership

Painful? Yes.
But it also created the foundations for decades of growth.
Read 10 tweets
Dec 26
Most people see a broad commodity rally and think:

“System collapse.”

They’re wrong.

What we’re actually seeing is the global economy crossing the chasm.
Geoff Moore’s Crossing the Chasm explains why most people miss power-law moments.

Early adopters buy ideas.
Mainstream pragmatists buy systems.

The chasm is when belief turns into necessity.
We are no longer in the Early Adopter phase of:
•AI
•energy transition
•digital infrastructure

We are entering the Mainstream Pragmatist phase.

That’s when things get violent — and profitable.
Read 9 tweets
Dec 26
Most financial advice isn’t designed to make you rich.

It’s designed to make the advisor unfireable.

That distinction explains almost everything.
Index hugging isn’t a strategy.
It’s career insurance.

If everyone owns the same thing, no one gets blamed.

That’s great for institutions.
Terrible for individuals.
This is why Wall Street loves the “Mag 7” narrative.

Big. Liquid. Consensus.
Easy to explain. Easy to defend.

You don’t need to think.
You just need to conform.
Read 6 tweets
Dec 26
In a power-law world, a small number of outcomes drive most results.

Upside is the visible part.
Survivability is the hidden one.
Power laws don’t reward the smartest ideas.

They reward the ideas and the people
who can stay alive long enough
for the distribution to reveal itself.

That’s a very different skill.
Being early and right often looks identical
to being wrong.

Same drawdowns.
Same ridicule.
Same uncertainty.

Only time separates the two.
Read 11 tweets
Dec 25
A lot of people are asking the wrong question about NVIDIA buying Groq.

The question isn’t “why now?”
It’s what weakness this quietly covers — and why Groq agreed to it.

Here’s the real explanation.
Start with NVIDIA’s uncomfortable truth.

GPUs dominate training.
Inference is different.

Inference is:
• margin-sensitive
• power-constrained
• long-duration
• optimized ruthlessly by buyers

That’s exactly where GPUs are least defensible.
Most production inference does not need a $40k GPU.

It needs:
• determinism
• low latency
• throughput per watt
• predictable cost

That’s why LPUs / ASIC-style inference architectures keep resurfacing.

Not because GPUs are bad —
but because they’re overkill.
Read 11 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

:(