Incog retweeted
THE GOODBYE MESSAGE AN AVOIDANT WILL REMEMBER FOR YEARS Not because it makes him regret losing you. But because it says something he may not expect: you can care about him deeply without continuing a relationship that hurts you. Here's what to say: “I care about you, and what we shared meant something to me. But I can't keep being in a relationship where closeness is followed by distance, important conversations remain unfinished, and I'm left trying to figure out where I stand.1/5
Incog retweeted
In my 20s I was a chronic fvck boy and I slept with more than 40 women. I learn’t some interesting lessons about women:
1. Women don’t wait or play games when they truly love a man they sleep with him quickly.
Incog retweeted
性爱小技巧 舔胸秘笈
玩奶还在又咬又拧的，纯属废物，直接出局。
真正把人吸到腿软、大脑空白、跪地求饶的，是老子这套无缝连招：先死死圈地焐热整只奶子，再把乳晕含到根，最后把乳头当猎物一口一口吸空。
她跨坐或躺你身下，双手从腰侧直接插进胸下缘，掌心死死托住整只乳房底部，像要把这两团雪肉强行聚拢、暖热、捏到变形。嘴巴从锁骨一路往下狠狠吻，舌面带着黏腻口水从下往上舔过皮肤，乳头当空气，碰都不碰。拇指在外缘慢圈养敏，直到她主动挺胸把奶子往你脸上送、呼吸变沉、手死死按住你后脑勺，这时候再收窄合围，逼近乳晕。
舌尖绷紧成点，绕着乳晕由外到内死死画圈，圈越画越小。整张嘴贴上去，大口把乳晕连根含进嘴里，舌头裹着狠狠吮一下立刻松开，换另一侧。两侧必须轮流干，死磕一边迟早吸麻，另一边空虚得想杀人。含一边时，另一只手托着底，指腹带着口水摩擦没被含的乳晕边缘，两手两口把两边神经全包夹到弹跳。
乳头充血硬成铁粒子后，死死卡住这四步循环：
1含：乳头连同大片乳晕一口气全含进最深处，舌面死死压住，停两秒不准动。
2吮：像嘴里含着一颗想咬碎的软糖，轻力却极具穿透地连续吸三四下，把那根挺硬的尖往喉咙深处带。
3舔：吐到唇边，舌尖对准顶端疯狂弹击、左右扫，舔到她腰眼发软。
4停：突然收口，改去吻胸上缘或锁骨两三秒，把刚被吸得滚烫的乳头完全暴露在空气里。这短短几秒的温差和凉意会像电流直接劈进她大脑，敏感度瞬间拉满。停的时候用大拇指和食指指腹把那颗硬尖死死夹住，带点力道往外提拉再放开——只提拉，绝对禁止拧转。含死的瞬间抬头死死盯着她眼睛，让她看着自己最隐秘的敏感点是怎么被你一口吞进去的。
单独玩乳只是前戏。想让她彻底崩溃，必须叠加下半身。一边含死乳头、舌尖疯狂剐蹭，空出来的手直接探进双腿之间，指腹到阴蒂上快速点弄画小圈；或者让她自己骑在你身上，你只负责抬头死死含住最深处，让她自己决定翘臀摩擦你肉棒的速度。手指在里面搅得泥泞不堪时，嘴里只准做缓慢而深沉的真空死吮，不要两头同时加速。
感觉她大腿发颤、快要顶到顶点的时候，嘴里的花样完全固定住，维持刚才她一边浪叫一边送胸的那一档力度。这时候突然换花样或者改成残暴的又咬又扯，百分百把高潮直接砸碎。
盯紧信号：她主动挺胸、手死命按你的头、乳头硬得发痛、甚至自己把另一侧也往你嘴里塞，那就加大火力干到底；如果她缩肩膀、躲开、往后退，说明已经麻了或痛了，立刻退回外侧轻吻，或者改用温热舌面整片贴住不动。
原则刻脑子里：先焐热整只胸，再包夹乳晕，最后含死乳头。吸要含裹真空，学会突然停下。牙齿除了极轻微刮过乳晕边缘，基本当它不存在。这才是把人玩到跪地求饶的极致实战。
试过的扣1，没试过的自己滚去练。
Incog retweeted
Signs you are very compatible with a woman and should marry her:
1. You are peaceful together.
2. She respects you even when she’s angry.
3. You want the same kind of family and future
4. She supports your vision
5. You can talk about money without turning it into a war
6. Attraction is still there after you have seen her ordinary days
7. She brings out the better version of you.
8. Her values match yours on loyalty, children, and faith
9. You trust her when you are not around
10. Life feels lighter with her.
If you find such a woman just marry her.
Chemistry can trick you but compatibility keeps a marriage standing.
Incog retweeted
Joseph Pesay and Kylah Dela Pena 🔥
Full
t.me/+lLIKzu7iq-ZjNWU1
Incog retweeted
Steven Bartlett just had the world's most-leading sex expert on his podcast.
She revealed the 10 deadly habits you do daily that destroy your sex life, testosterone & lifespan:
1. Sex is a longevity drug
Incog retweeted
The most basic way AI could blow up imo. I'm not saying it does but this is the most obvious way I can see it happening
- Per seat subscriptions are massively subsidized. The flat fee was priced way below what heavy usage actually costs
- For real business use you have to move to the API anyway. Data protections, work integrations and compliance officer approval
- On the API you pay metered rates, and businesses are burning credits way faster than the per seat pricing ever led them to expect
- This is everywhere right now. Internally for us, Codex users, Uber torching its entire 2026 AI budget in 4 months, the Microsoft comments. Just go try an API
I shared more on this here: nitter.cf/Shaughnessy119/status/…
- And I don't think most businesses have the money to keep paying increasing API rates without a real change to how they operate (caps needed)
- Because they have a cheap alternative. They can reach open source models through any aggregator (OpenRouter, Venice, Baseten, Together) and still get strong privacy. Venice private data centers, or E2EE/TEE serving GLM 5.1.
More on open source inference provider raises here: nitter.cf/Shaughnessy119/status/…
- And the discount is enormous. DeepSeek V4 codes within a hair of Opus on SWE bench at roughly 1/30th the price, and the cheapest open models run closer to 1/100th
- Chinese labs open source frontier grade models. The model is the single biggest cost an inference provider has, and they get it for free
- This idea dies if China goes closed source. That is actually bullish web2 AI labs, because if everyone is closed you pay up for the best intelligence. China goes closed source if they are tired of giving away an asset and they want the revenue and data flow to train new models
- Is this showing up in web2 AI lab revenue yet? No. Revenue is off the charts. Anthropic went from 9B to 47B run rate in five months
- So go forward, what happens?
- I think revenue slowly starts leaking to the open source inference providers (see Venice usage, OpenRouter's $113M raise, Baseten is raising at $11B or triple its valuation in three months, on revenue that went from $200M to $600M annualized in a single quarter)
- It doesnt move overnight, but it caps the labs ability to raise prices, and margins are already deeply negative. OpenAI is reportedly running near negative 122%
- With margins that bad there is no cash flow, so the labs are fully dependent on outside capital to buy GPUs, train models, and keep subsidizing usage (I.e. see Google tapping $80b equity sale, granted 30b for employee RSU taxes. Clearly they think Equity is overvalued or you wouldn't sell it)
- The break comes when that capital stops. Pricing is capped so margins cant improve, and the moment investors lose conviction on payback, the whole flow reverses
- Why would they lose conviction on payback? Back to the start - the inability to improve margins or get businesses to pay more
- This is also limiting, if we start making new drugs with AI or create entirely new businesses, you better believe people will pay up to the max for AI usage
🦔GitHub Copilot switched to token-based billing this morning and users are already out of credits. Pro+ subscribers paying $39 a month are reporting 60% of their credits gone in two hours of normal use. One user lost 20% of their allowance from a single file review with no code changes. Another hit their monthly cap before the calendar even flipped to June.
Orgs with shared token pools have no way to see individual usage, so entire teams get cut off when one person runs a heavy prompt. Users are canceling and moving to Claude Code and Codex. GitHub community forums are on fire.
My Take
Flat-rate AI subscriptions were always subsidized. Everyone in the industry knew it. Today the subsidy ran out for a few million developers at once. The problem is a lot of companies already restructured around these tools. They cut headcount and told remaining engineers to lean on Copilot instead of building skills internally. Those companies now depend on a tool whose cost just became unpredictable and whose usefulness completely changes when you have to ration prompts to stay under budget.
The developers moving to Claude Code and Codex will hit the same wall eventually. Every AI provider faces the same unit economics. Anthropic filed its S-1 this morning, and the durability of its revenue depends on whether customers stick around once real pricing kicks in everywhere. If a $39 subscriber cancels after one day because the tool became unusable, multiply that across millions of seats and the churn risk becomes very real.
Today showed what happens when AI pricing meets reality. The companies that built their workflows around cheap tokens just discovered the tokens aren't cheap anymore and the people who knew how to do the work without them are already gone.
Hedgie🤗
Incog retweeted
WATCH, LIKE, SHARE HERE TOO
-It's an open secret that Bitcoin is terrible for privacy.
-Satoshi Nakamoto knew this from the start, and even hinted at a potential solution.
-But Satoshi couldn't figure out how to make it work.
-So Zcash invented new math to solve the problem Satoshi left behind.
-Privacy is necessary for freedom and Zcash is more fit for purpose than Bitcoin
Incog retweeted
🧵The 2025 real estate crash has already started—most people don’t see it yet.
Here's what’s happening and why this could be the biggest buying opportunity in decades. 👇
Incog retweeted
MicroStrategy 101
@MicroStrategy lets people to invest in Bitcoin via familiar financial tools such as stocks and bonds. This makes investing in Bitcoin accessible to anyone unable to buy Bitcoin directly due to legal or practical reasons.
What MicroStrategy Offers
Stock
MicroStrategy sells new $MSTR shares and buys Bitcoin.
Convertible Bonds
MicroStrategy sells convertible bonds and buys Bitcoin.
Why It’s Working
By issuing stock or convertible bonds and using the proceeds to buy Bitcoin, MicroStrategy increases the Bitcoin per share for $MSTR shareholders. Shareholders usually dislike the creation of new shares because it dilutes their ownership, but in this case they support it because their Bitcoin per share grows.
Measuring Success
MicroStrategy has created a financial metric called Bitcoin Yield, that measures how the Bitcoin per share of $MSTR changes over time. Investors have adopted this metric as the primary way of measuring how successful MicroStrategy is at executing its strategy.
Market Opportunity
Demand for Bitcoin is growing as investors increasingly view it as a viable investment. MicroStrategy estimates there are $450 trillion in investable assets worldwide. Bitcoin’s market cap is $1.8 trillion, which is about 0.4% of the total. MicroStrategy believes this could grow to 7% in the next 20 years, a 17.5x increase. MicroStrategy is capitalizing on this opportunity by facilitating the transfer of capital from fiat systems to the Bitcoin network via their stock and convertible bond offerings.
Risks
All investments involve risk. Here are some of the noteworthy risks for MicroStrategy investors:
Regulatory
Regulators could deem MicroStrategy an investment company instead of an operating company, which could negatively impact the business. Changing laws around Bitcoin could adversely impact the company.
Premium Risk
MicroStrategy is currently able to sell stock and bonds at a 3.3x premium over the value of their underlying Bitcoin holdings. By using the proceeds from this sale to buy Bitcoin, they can deliver a positive Bitcoin Yield. If demand for MSTR stock and bonds decreases, the premium could decrease and impact the Bitcoin Yield.
Bitcoin Price Violatility
MicroStrategy’s performance depends on Bitcoin’s price, which can be very volatile. It’s unclear how demand for $MSTR will change when Bitcoin’s price is going down.
$MSTR Bros
MicroStrategy has a cult-like online following. Self-aggrandizing social media influencers are flaunting sports-car purchases, posting their options portfolios, bragging about their gains, and encouraging people to take risky bets on $MSTR options. They use tortured analogies to describe MicroStrategy to unsophisticated investors. They regularly downplay the risks of $MSTR and attack those that caution prudence. Following their advice is going to get people wrecked. Regulators will take notice. The fallout could harm MicroStrategy’s reputation and potentially lead to legal consequences for these promoters. To his credit, MicroStrategy CEO Michael @Saylor doesn’t engage with these individuals.
Conclusion
I support MicroStrategy’s efforts to advance Bitcoin adoption. Michael Saylor is a survivor, an innovator, and a powerful advocate for Bitcoin. I think anyone with significant Bitcoin holdings should consider owning some $MSTR to support his mission.
If you like this post, please share and follow me on X.
- @WayneVaughan.
Incog retweeted
No one likes cold calling.
But cold calling can be extremely profitable, if you understand how to trigger curiosity.
Here’s how to ACTUALLY get people to talk with you (and close more sales in the process):
