Weekend hack: HackerTube. I was annoyed with YouTube's recommendations so I had Claude filter down 43M comments over 20 years of HN to 6,454 videos that keep being recommended. *Significantly* better viewing experience, ~2 hours with Opus 5.5: hackertube.org/ - Excellent recs without any logins (state is kept in local browser session) - Thumbnail is a representative frame from middle of the video instead of the super duper A/B test hyper-optimized user uploads - Underlying data from the comment analysis as one zip file, point your Claude at it and ask for your own version - HackerTube Longs ✊ A bit more on the process: I use Claude Code (desktop app for Mac), Opus 5.5 on Medium effort as my default. I only talk to Claude and have it do everything, the only "manual work" I helped with in tandem was in the browser (reminiscent of MenuGen): 1) I had to create some kind of API key from Google Cloud UI to query YouTube for video metadata, 2) I booted up a VPS box for serving and 3) I bought the domain name. Once the box was up I gave Claude the IP and told it update, secure, harden, deploy and optimize the code, and it did the whole thing. Many awesome projects that would have normally taken weeks/months even can now be few-shotted for breakfast. What else are we not thinking of.

This is actually great comms but also RIP SpaceX investors tomorrow

Carl Icahn held ~45.8M shares of $AAPL at the end of 2015. He sold his entire position in 2016. Had he simply held those shares, they'd be worth $63B today - more than 17x the current market cap of Icahn Enterprises.

Memory

« J’ai dit souvent que tout le malheur des hommes vient d’une seule chose, qui est de ne savoir pas demeurer en repos dans une chambre. »

Dopamine does not spike highest for guaranteed rewards. It spikes highest at reward prediction error. If you want to have fun in life, you should stop avoiding risk and uncertainty.

There will be a total of around 1.2M Blackwells at Colossus 2 by end of year

Incredible test flight of new Tesla Roadster. Can’t wait to fly to @SalesforceTower! ❤️🎃🤣🤘

“Socialist governments traditionally do make a financial mess. They always run out of other people's money. It's quite a characteristic of them.” — Margaret Thatcher

For only $69, you can also make outrageous predictions.

🚨 JUST IN: Polish MEP Dominik Tarczyński STARES into the camera to drop this message for any American considering voting Democrat in 2026 "Socialism is DEATH, slavery and lack of any freedoms. PLEASE don't do it — don't go through 70 years of occupation like Poland did." "You know what socialism is? Everyone is equal...Equally HUNGRY. And that's what we went through. Please, don't do it. Do not vote socialist for your next generations for your children and grandchildren!" @D_Tarczynski 💯💯 Poles LIVED THIS: ration cards, empty shelves, lack of food and martial law by the commies Now Democrats are running open socialists like Mamdani and ABDUL EL SAYED Listen to the people who actually survived it! 🇺🇸🇵🇱 Everyone who fled communism does NOT want to go back. Americans must vote Republican.

In 2018, Elon Musk tweeted that he would fund the replacement of lead contaminated water pipes in Flint, Michigan for any home that still had unsafe water. He said to just tell him which houses needed help and he would fix them. The response from Flint's officials was near silence. The offer was genuine. Elon followed up. He donated $480,000 to install UV filtration systems in Flint schools. He offered to continue funding until every household had clean water. Local officials thanked him publicly and then largely stopped responding. The project stalled not because of money but because of bureaucracy, local politics, and the same institutional inertia that had allowed the crisis to happen in the first place. The detail that makes this story devastating is not the donation. It is the disconnect between the speed at which Elon operates and the speed at which a municipal government can accept help. He offered. He funded. He followed up. The system he was trying to help could not process the help at the speed it was offered. The man who can build a factory in 6 months could not get a city to accept pipe replacements because the approval process, the contractor bids, the environmental reviews, and the political negotiations moved at a pace that made SpaceX look like light speed by comparison. He has described the Flint experience as one of the most frustrating of his career. Not because the problem was hard. Because the problem was easy and the system designed to solve easy problems was broken. The water needed clean pipes. The pipes needed money. The money was offered. And the space between offered and installed was filled with a bureaucracy that moved at the speed of government while children drank contaminated water. The man who solves engineering problems for a living encountered a problem that was not engineering. It was institutional. The pipes were simple. The politics were not. The money was present. The will was present. The system that was supposed to connect money and will to pipes could not function at the speed the crisis demanded. He fixed the schools. The broader offer faded. The city eventually replaced most of its pipes through federal and state funding years later. The man who offered to fix it in months watched it take years. The frustration of the man who moves fast encountering a world that doesn't is the frustration that defines his relationship with every institution he touches. The rockets are faster because they don't require a city council vote.

Fun fact: the country with the most affordable groceries is the country with the most rocket launches and the most billionaires.

Happy Reformation Day

Macroharder and Minihard both have 220k GB300s with 800 gig nics configured for training. Gun Range will have the same. Spam (used to house Hormel products) will have ~200k GB300s, but configured for inference, so much simpler networking and less than half the fiber. I walked the whole Colossus 2 site around midnight and again this morning. Good progress by the SpaceX team and contractors. Gun Range is tracking to be operational by end of November and Spam in December.

Oh boy. NGMI.

What it’s like to run President Trump’s science and technology office.

This is the most incredible exchange I have ever seen on an earnings call. It represents the best of investing. This kind of opportunity is accessible to everyone, including you and me. No PhD required. Was there luck involved? Sure. But was it lucky? Absolutely not. Being the type of investor who makes this kind of investment is the first step in capturing one.

Tesla and SpaceX have created meaningful wealth for hundreds of thousands of employees over time and improved the retirement savings of hundreds of millions of people

Launching super intelligence satellites into deep space with a mass driver on the Moon can achieve >>petawatt/year capability, which would far exceed the best case value of Earth’s economy