my new makeup melting cleanser is here!! i really wanted to create something new that made removing your makeup effortless and efficient! my makeup melting cleanser literally dissolves even the toughest makeup and has made my nights a whole lot easier 🤍🤍

double cleanse with meee 🤍 i really wanted to create something new that made removing your makeup effortless and efficient! my makeup melting cleanser literally dissolves even the toughest makeup and has made my nights a whole lot easier! May 11th! ✨

Tell me if you’re watching Lanterns. Last night’s third episode sort of made my weekend. It’s all I can think about this morning. John Stewart’s backstory was done so well & Aaron Pierre just continues to impress me with everything he does. If you’re watching, I’d love to hear your thoughts. Kyle Chandler is also excellent.

When my company was failing, I wasn't looking for a job. I didn't want one. I was a founder. You do that to build something you believe in, on your own terms, not to collect a title. The thing I'd built was dying, and the last thing I wanted was to become a line on someone else's org chart. So I wasn't updating a resume. I was asking a different question, the kind you only ask after something you built falls apart. Not what pays, not what's open. Just this. What could I give the next 10+ years of my life to and still wake up believing in? Almost nothing clears that bar. Ten years is a long time to keep believing in anything (assuming it will have very low lows). I had made a quiet peace with the idea that I might not find it. That maybe you get one real swing, and I had taken mine. Then I stumbled upon what @businessbarista and @ArmanHezarkhani were building at @tenex_labs , and for the first time I could see myself somewhere for 10+ years, which is extremely rare. I want to tell you why, because it is not the reason you would guess. I like to research and sometimes even write about what AI is doing to the economy and to our labor force. The economy is splitting into people who build with this technology and people who watch it happen, and the gap between them does not grow in a straight line. It compounds (like a K). Every month you spend on the wrong side of it, the distance grows, and it grows faster than you can ever close it later. I did not fully believe my own thesis until I was living inside it. Here is what the frontier actually feels like, with the hype stripped off. Most nights I kick off a run of AI agents before bed and let them work while I sleep. Some nights it is real work. Some nights it is just an experiment I want to see the shape of by morning. Either way, I wake up to things that used to take a team a week. My night and morning routines have completely shifted. Yesterday an old friend from high school messaged me. He is starting a local business, got quoted ten thousand dollars for a website, and wanted to know if that was fair. I told him to send me the exact specs he gave the guy who quoted him. Then I went to sleep. By the time I woke up Claude had built the whole thing. A custom site, a customer portal, wiring for his Stripe account, a database behind it, email set up, and deployed to his domain. He was dumbfounded and incredibly grateful. That is the gap I write about, sitting in a single text thread. Him, about to pay ten grand. Me, conjuring it between the gym and dinner. And it widens every single day. I still get to feel that same jolt, from the inside. I feel like the dumbest person in our Slack most days, and every time in my life that feeling has shown up, it came right before the biggest leaps I ever made. The ceiling above me is enormous, and I get to climb it every day. You do not learn this from a course or a newsletter. You learn it by doing it, all day, next to people doing it harder than you, on the actual frontier of the most important technology any of us will touch. That is why Tenex cleared the decade bar. The people are the smartest, most technical minds I have ever been around, and I get sharper just by being near them. And the vision is genuinely, wildly ambitious. You get one life. You may as well spend it going for the grand prize. Most people are somewhere fine, at a company that will get to AI eventually, telling themselves there is no rush. There is a rush, and it is the whole point. The years while this technology rewrites every job are the years that decide which side of that gap you spend the rest of your career on. Those years are happening right now, whether you are in them or watching them.

I've reached 900k followers, thank you everyone! Just some reflection, it's actually a nightmare at higher counts... Which is new to me, since I started at almost nothing earlier this year. 1. Threats of safety, which I don't enjoy. - Random new accounts sending personal threats - Mysterious foreign accounts, sending coercive messages the moment I mention a foreign ticker If I hold an opinion about a stock, I'd prefer not to have anyone show up on the street with a knife at night since it's safety risk at this point... Never felt like I'd have to take that into consideration for holding an opinion. 2. Egregious media narratives - Lot of outlets try to dismiss my ideas like $RPI or $SIVE as "meme stocks" or me as "meme trader" when I talk about supply chain chokepoints or fundamental catalysts to revenue due to AI. Without ever covering the core ideas or hyperscaler mapping I've done. I let success validate my ideas, but it's annoying when they can just pretend their claims like "___ will imminently crash as a fact" which ends up not happening. Or that "___" is just a retail meme stock without mentioning $JBL, Ayar, $GFS or others for CPO scale up or pluggables. I'm grateful to some outlets, like in Belgium for $XFAB coverage, but many others try and paint their own narrative rather than covering a very nuanced thesis objectively. - When I mention a ticker in a foreign market, some try to frame me as some "adversarial account"! I'm just sharing ideas, and I'll always disclose positions/financial interest if I have them. If I say I have none, they just make up some narrative that I'm some foreign institution or random group inside their country that does. Some have even tried hilariously forging screenshots of me to harm my reputation, which was annoying to deal with. Since it's easier to textedit a photo and spread it around than it is to dispel disinformation. Lot of institutions know me personally by now. I just don't go broadcasting my identity to random people in the media/public, since personal security gets expensive and I just want to live about my day. 3. Endless X bot spam - I have endless hundreds of comments a day trying to link external communities pretending they're me. I manually delete, and block thousands of these accounts, sometimes hit regular people by accident. And it's extremely exhausting to the point my fingers cramp certain days. Even if I give the most blatant warnings in bio, people still get scammed and think it's me. Then I get blamed for it too. I actually had a conversation where someone asked if a scammer was me. I said no verbatim, then they double checked like 2-3 more times because they didn't believe I said no because someone had the same username on another scam platform. In another world, maybe we'll get automod type tools. But until then, it's mentally exhausting dealing with all of this. But I do so anyways since I don't want my followers to get scammed. 4. Endless engagement baiting - I have tons of people making up fake stuff about me, tagging me in posts, randomly bashing my ideas while missing any technical nuance in order to get me to comment or farm views. It's a catch 22 since the moment I reply, they get a lot of views, which was their goal. And if I don't reply it just looks like I'm avoiding something (which is not true). I'm very transparent, I always try and entertain people who disagree first. But when it gets into personal attacks or leading questions/disinformation rather than substance then I don't engage. It's a little sad though when people I've interacted with end up caring more about engagement over relationships down the road. 5. People missing the nuance - I share ideas pretty often and I always maintain I don't want people to copytrade or blindly follow, which is why I haven't set up any copytrading apps. Before it was just posting with a few $RDDT friends on ideas like $AXTI, $NBIS, or $ALAB, and people were more knowledgeable traders. Then seeing if markets validate my guesses like with InP substrate bottlenecks. But because many turned out directionally right, to the point it became a central talking point between China/US trade relations, lot of random folks started to follow my account last few months. But many of them miss nuances with float dilution, or material updates along the way such as rate hikes, and I get blamed if a thesis changes. Now since there's so many random people, even if I share an idea about $CBRS last Friday. At market open I had people panicking over a 2% drop, asking me if I did something to a $44B+ company, even if it went up 20%+ today. Now I have compliance review for posts, which delays things a lot but makes sure people don't get the wrong idea. And I have to be careful about my timing, so I post new ideas when markets close. Before, it was just sharing ideas the moment I had them during lunch or in the shower, so this is becoming a headache. 6. I post my core ideas for free. And I've always said this from the start. I actually made my subscribers chat literally by accident, and set the bare minimum amount on purpose since I didn't want to take people's money. But kept it so I could avoid the bots and not spam the main timeline with random thoughts/scrapped research. I think me becoming the #1# most subscribed to person on X was literally by accident. But lot of weird narratives out there when media or others don't believe that I just genuinely want to share my ideas for free. And that people shouldn't need to pay $300 in a paywalled community to see them. _ Not sure if people want to read it all, but just some things I've gone through. It's not as much fun at higher numbers and it would be nice to go back to when I was smaller. Regardless, I'd rather not turn this into a job, or make it feel like one. Will probably take a break when I hit 1M as a milestone and do something else that will help out the community like sharing my research pipelines and such. Think a lot of my friends at 10-50K follower counts, seem to experience some of these issues too. But problems get magnified a lot at this level. I never needed the X creator fees or anything, just wanted to share ideas for fun if people wanted to listen. And didn't expect any popularity, but it's nice to see that people find my ideas compelling.

Thank you so much for coming to my show last night in Vegas at the LVL UP EXPO afterparty 🪩✨ It was such an honor to meet so many anime fans 🎧 The crowd was absolutely insane!! The energy was unreal, and you guys made the night truly unforgettable 💓