I invest way too early in outlier founders. Twitter, Twitch, Okta, Applied Intuition. How do 0.1% see what others can't?

California
In 2020, Jeffrey Katzenberg raised $1.75 billion for Quibi. At CES, he faced a skeptical crowd and said: "I've been doing this before you all were f*&king born." Eight months after launch, Quibi was dead. Reality doesn't care about your résumé.
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I pray that France will wake up before it’s too late. If they don’t a lot of people are about to update their expectations. And that will be costly.
BREAKING: The town hall of Limoges, built in 1873, didn’t survive today’s riots. The building’s spire has now collapsed
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Don’t bet on it.
This is my last post on X, as I am boycotting everything related to Elon Musk. If you wish to follow me, you can do so on Facebook (facebook.com/whitneytilson) or Instagram (Whitneytilsonofficial) --------------- No surprise that the idea to stab our brave ally in the back came from Musk. As soon as Democrats take back Congress, they need to investigate him and cut off the tens of billions of dollars of government money his companies are profiting from. And every right-minded person should boycott his companies: don't buy a Tesla, stop using X, cancel Starlink, etc. Exclusive: Musk approached Trump to slow down Starlink in Ukraine telegraph.co.uk/world-news/2… Excerpt: Elon Musk approached Donald Trump with the idea of slowing down Starlink in Ukraine, The Telegraph can reveal. The billionaire tech entrepreneur approached the US president with the proposal to introduce speed limits on the system, which hampered Ukraine’s drone defences, according to four sources familiar with the discussions. One of the sources said Mr Trump “agreed” with Mr Musk’s suggestion, paving the way for the Pentagon to execute the slowdown on Starshield, the military-grade version of the satellite communications system. Mr Musk had previously blamed Mr Trump for the chaos, claiming any changes would have been decided by the US military and ultimately the president. At the time, Mr Trump was embroiled in a row with Volodymyr Zelensky over Ukraine’s strikes on Russian oil refineries. 2) Trump (Putin's useful idiot) then did Musk's bidding: Order to limit Starshield for Ukraine came from inside White House, sources say (reuters.com/world/europe/ord…) 3) And now Trump twists the knife in Ukraine's back. Lindsey Graham must be turning over in his grave. Trump Signs Order Exempting Russia From Sanctions Legislation The sanctions were part of legislation that was named after Senator Lindsey Graham, the South Carolina Republican who died in July. nytimes.com/2026/10/16/us/po… By Alan Rappeport Reporting from Washington Oct. 16, 2026, 9:55 p.m. ET President Trump signed an executive order on Friday night exempting Russia from new sanctions legislation that Congress passed last month, offering an economic lifeline to Russian President Vladimir V. Putin as the United States turns to Russia for help lowering gas prices. The new sanctions were intended to target Russian officials, oligarchs and financial institutions, and were part of legislation that was named after Senator Lindsey Graham, the South Carolina Republican who died in July after spending more than a year building support for the measure. The law, which is designed to squeeze the financial lifelines sustaining Russia’s war against Ukraine, also provided Mr. Trump with additional tariff authority that he could use to punish countries that continue to trade with Russia. This is a breaking news article.
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Mike Maples, Jr retweeted
liz warren: we’re gonna stop the mayonnaise company from buying a hot sauce company elon musk:
Elon Musk
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Mike Maples, Jr retweeted
We wanted flying cars… and we got them.
Autism Capital 🧩
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Founders of America would have endorsed. 250th Anniversary, perfect timing.
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Mike Maples, Jr retweeted
this is the coolest thing i’ve ever seen
Real life, baby
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The answer is Yes.
Real life, baby
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This is bad. @ABC must take responsibility for their failed journalism. Basic journalistic ethics requires it. A quiet unexplained withdrawal of a false article does not constitute a proper error correction.
@ABC News continues to lie, this time privately to their friends in the press. This was a coordinated influence operation planted by our competition, not "premature publication". 7:01 AM October 7th, story goes live. Within minutes, dozens of high-profile commentators, politicians, and news outlets are sharing it with tens of millions of followers. We immediately contact ABC and demand they correct their false claims - after multiple rounds of refusal, they finally make a single one-word grammar edit. The editors stand by the reporting and insist the false claims are true. Finally, eight hours after I was forced to call them out publicly, they delete everything. The editors hide all the comments, the author deletes his X account, and the story is completely wiped from their website without any explanation, directly violating SPJ ethics standards and ABC's own internal rules. ABC is currently running a coverup operation, ignoring all of our requests for correction/retraction while telling their buddies to spread the word that this was nothing more than a CMS publication timeline error.
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This pretty funny to watch. And revealing too.
On this day in 2012: Facebook bought Instagram for $1 billion.
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U & Bernie have never created a job, a product, or a company yet somehow you sit on hundreds of millions of your own money while overseeing massive govt waste & fraud telling us to trust the government. Socialism & govt dependency has never worked. No thanks.
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Mike Maples, Jr retweeted
📚 Authors on The Meb Faber Show Check out some of the books @MebFaber discussed on the podcast in 2025! • Pattern Breakers: Why Some Start-Ups Change the Future by Mike Maples (@m2jr) • Any Happy Returns: Structural Changes and Super Cycles in Markets by Peter Oppenheimer • How Not to Invest: The ideas, numbers, and behaviors that destroy wealth―and how to avoid them by Barry Ritholtz (@Ritholtz) • The New Rules of Investing: Essential Wealth Strategies for Turbulent Times by Mark Haefele • Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk by Philipp Carlsson-Szlezak • The Missing Billionaires: A Guide to Better Financial Decisions by Victor Haghani (@ElmWealth) • The Art of Spending Money: Simple Choices for a Richer Life by Morgan Housel (@morganhousel) • Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking by Tobias Carlisle (@Greenbackd) • Your Money: Reimagining Wealth in 101 Simple Sketches by Carl Richards (@behaviorgap) • Coming into View: How AI and Other Megatrends Will Shape Your Investments by Joe Davis • The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life by Nick Magguilli (@dollarsanddata) • The History of Money: A Story of Humanity by David McWilliams (@davidmcw) • The Department by Jacqueline Faber (@JaxFaber) • Investing in U.S. Financial History: Understanding the Past to Forecast the Future by Mark Higgins • Your Perfect Portfolio: The ultimate guide to using the world's most powerful investing strategies by Cullen Roche (@cullenroche) mebfaber.com/2026/01/08/auth…
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So good. Sports at its finest.
Justin Verlander has played 21 seasons in the majors. His final start was today. After 5⅓ innings, manager A.J. Hinch came out to take him out, then pointed to the stands. Genevieve, his 7-year-old daughter, sprinted onto the field in his jersey, ran to the mound, and hugged him. He started shaking and crying. He had no idea it was coming. Then he walked off holding her hand.❤️ His wife Kate and their little boy Bellamy (1) met them at the dugout.
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Football Karma Gods gave USC and Lincoln Riley exactly what they deserve.
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Dirty AF
8 knew what he was doing here.
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Mike Maples, Jr retweeted
If you wrote a football movie and made the bully character behave this way after a hit like this it wouldn’t be believable cause it’s just so gross. Bad bad bad guy.
what an asshole look at this behavior Moore was carted off the field 15 minutes later
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Nicely done, Oregon…in spite of USC playing extremely dirty. Hopefully Dante Moore is OK.
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USC deserves to lose this game. One of the dirtiest hits I’ve ever seen.
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Mike Maples, Jr retweeted
Come learn how the best companies are actually using AI internally Monday in NYC: Seb Goddijn @sebgoddijn (Ramp Glass) on building and maintaining skills across teams. Jai Toor @jai__toor (Deepline) on turning messy GTM work into scoring problems AI can run with. Then time for you to meet one another and share your workflows A few spots left. Apply here luma.com/f8gvnpis
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Does anybody know a real person with some authority at @ATT ? I have been tearing my hair out trying to solve a simple problem and everytime their site gives me a “It’s not you. It’s us” error. Over and over and over dozens of times over many weeks. I’ve tried calling them. They DM me in X and send me down the same path to Hell. Spent hours on the phone. Nothing works. Their systems have completely failed and they make me start over every time. Does anyone know a human there equipped to solve this or do I have to file an FCC consumer complaint? I’m astonished at their apathy.
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Who is your favorite designer alive today?
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