Honda is reportedly delaying five next-generation models for multiple years because it lost so much money on EVs (-$15.7B). These vehicle redesigns have been delayed: • Honda Odyssey (current design came out in 2017): Delayed to 2030 • Honda Accord: Delayed to 2030 • Honda HR-V: Delayed to 2032 • Acura MDX: Delayed to 2031 • Acura Integra: Delayed to 2032 Honda reportedly weighed cutting the Odyssey from its lineup for a brief period until the new hybridized model arrived, but decided against it to prevent customers from migrating to other brands. Honda is cancelling the Prologue EV in the US at the end of this year, just two years after it was introduced, which means that starting in January 2027, Honda will no longer have any new EVs for sale in its lineup in America. The company also recently announced that it is exiting the South Korean car business after 23 years because it can't figure out how to compete there. Tough times for Honda.

Between 2016 and today, was lucky to invest in 10 companies @ $1B or higher (2 of those > $10B or higher). In comparison, tracking a cumulative 33 that are v likely to get there based on revenue growth in the next 12-24-36 mos. Co-founded 2 of those to date, hope to create more newcos of this caliber. Very grateful to the angel ecosystem, GC and my awesome partners at Celesta! 🙏

Hello everyone, hope you’re all doing well! 🙂 Last week was @ParisBlockWeek, and the @_ALCPB team was fully present. @AlexandreLaizet and @Kosanovic_V had multiple meetings with institutional investors, journalists, and members of our community. Alexandre also took part in two panels and delivered a keynote focused on Capital B and the Bitcoin Treasury strategy. You can watch the recordings here: 📷 The All-In Strategy: Mastering the Bitcoin Treasury Model 📷 Capital B's Keynote: 📷 Presentation Slides For the third panel, I’m still recovering the video and will share it soon. The team also had an incredible dinner with some of our shareholders who attended the conference — a great moment to connect, exchange ideas, and continue building together. Next week, Alexandre will be in Las Vegas for Bitcoin 2026. If you’ll be there as well, please send us a message — we’d be very happy to meet you 📷 Wishing you all a great week, and don’t forget that @AlexandreLaizet shares all the latest updates on his X page!

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Ep. 270: The fight for privacy and free speech in the surveillance age The early internet opened unprecedented avenues for speech, creativity, and connection without traditional gatekeepers. But it also raised civil liberties questions: Do our offline freedoms exist online? And if so, how far do they extend? Today, those questions are more urgent than ever. Advances in AI have given governments powerful new tools to track, monitor, and analyze our behavior, raising fundamental concerns about the future of free expression in the digital age. Today, @TheFIREorg's @NicoPerrino is joined by Cindy Cohn, the executive director for the Electronic Frontier Foundation. She has spent thirty years as a civil liberties attorney specializing in digital rights, which she documents in her newly published memoir Privacy’s Defender: My Thirty-Year Fight Against Digital Surveillance. Timestamps: 00:00 Intro 05:17 Why write this book now? 09:11 Does privacy make free speech possible? 14:52 Code as speech: Bernstein v. United States 33:34 The Patriot Act and government spying 51:09 National security letters and Section 702 57:57 Who is Tony Coppolino? 01:06:06 Why EFF left X 01:11:05 What’s next for Cindy 01:13:56 Outro