Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://nitter.cf/t.co/IXlHVhOANw
Miami, FL
Joined May 2009
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Marcelo P. Lima retweeted
Holy sh*t. Claude Code just found a hidden chip inside my Chinese power bank from Guangzhou. Every time I charged my iPhone, it quietly copied the whole phone…
It also read our saved Wi-Fi password off my iPhone, got onto our home network and sent everything to a server.
I bought it for $19 at an airport kiosk there 3 weeks ago. No brand, 30,000 mAh on the label, and it felt heavy.
The first time I plugged in, the screen asked "Trust This Computer?". I tapped Trust without thinking and went on with my day. That one tap gave it access to everything.
This morning I finally set up Claude Code to warn me when any device starts reading my files. An hour later, 10 seconds into charging, the screen filled with yellow warnings, then red ones: data was moving when it should only be charging.
I asked Claude Code what was going on. My phone saw the power bank as a small computer with 64 GB of storage and its own internet connection.
A USB cable has wires for power and wires for data, and a normal charger only uses the power ones. This one used both, and it had already copied all of this:
→ /device → IMEI and serial number
→ /contacts → 1,206 numbers
→ /apps → every app I have, including my 2 bank apps
→ /photos → 3,912 pictures, my passport among them
→ /wifi → our network name and its key
→ /wife's iPhone → her photos too, she charged from it twice and tapped Trust too
Each time we plugged in, it used that key to get online and send out the new files:
sends to → 47.***.***.12
uploads → 19 in 3 weeks
last one → last night at 2:14, while we slept
I pulled the cable right away. Then Claude Code blocked that address on our router and walked me through changing the Wi-Fi password and the logins for my bank apps.
I had it opened at a repair shop, and what was inside is in the first comment. A 30-second check for your own is in the second one. Save this and test every power bank in your house today.
They call themselves “progressives” but they are regressives. AI—like all general-purpose technologies before it—will create massive wealth for everyone. This is historically and economically illiterate. This must be understood.
Marcelo P. Lima retweeted
Wall Street is declaring the
AI infrastructure buildout is DEAD.
Welcome to the AI BEAR MARKET.
A captain goes down with his ship.
Marcelo P. Lima retweeted
One bright spot in the election returns, in a non-binding measure, Idaho voters chose the Winchester 1873 as the state gun.
Marcelo P. Lima retweeted
Ed Witten and Claude form a formidable duo
A Note On Lattice Definition of Gauge Theories With Chiral Fermions
Edward Witten
arxiv.org/abs/2611.05051 [𝚑𝚎𝚙-𝚕𝚊𝚝]
ALT Because of the fermion doubling problem, it has been a longstanding challenge to describe a lattice algorithm for studying four-dimensional gauge theories coupled to chiral fermions. Recently, an algorithm to do so has been described by Craig, extending partial results in the previous literature. Here we describe a variant of this algorithm, based on interpolating a lattice gauge field over the continuum (as in Craig's work) and coupling the interpolated gauge field to continuum chiral fermions. The same variant was also proposed recently by Hsu. In any dimension and for any anomaly-free representation, this approach can be implemented on a computer in principle, but not in practice by Monte Carlo methods because the chiral fermion path integral is not positive.
Marcelo P. Lima retweeted
The person I feel the worst for today is Elon, because all he wants to do is build things and make humanity interplanetary; and now he's going to have to spend so much time and resources fighting bitter little Democrats. Like a lion having to swat at flies all day.
Marcelo P. Lima retweeted
Last one for a while because I’m gonna go play WoW Forever, but also because I need to find a new trade lol. Enjoy!
Marcelo P. Lima retweeted
Omarchy 4.5 will ship with full compatibility for M1, M2, M3, and Neo! Incredible achievement from the Omarchy M team. The installer makes this so smooth, the dual boot makes it a no brainer. Apple hardware liberated. M4-6 on the way. WE CAN FIX EVERYTHING!
Marcelo P. Lima retweeted
In astrophysics, a blue shift is a contraction of what was an expanding universe all around us.
Marcelo P. Lima retweeted
Marco Rubio realizing he has to update his pronouns to survive the next 2 years
Marcelo P. Lima retweeted
Related: this can help frame Anthropic path to/odds of $ 100m-type customers (like the Fortune 500).
With $NOW as the only case study w/ needed disclosures (use with caution).
Downloadable Slides: research.cloudratings.com/vi…
Marcelo P. Lima retweeted
We're in a new era of communication, and only one side seems to be living in it. The old guard consultant class is about to be relegated to the dustbin of history.
If you think that high prices lost the election for the right, you don't understand marketing. Humans have no problem paying a premium for a good quality brand. Notice the word "brand", not "product". Are Nikes better than New Balance? Nope. But the brand is better. And notice what happened when they tinkered with the brand and screwed their core narrative? Nike stock fell through the basement. Did the product change? Nope. The brand did.
It's not the product, it's the brand. Results don't sell the product, the storytelling does. Will these newly-elected commies lower prices? Of course not. Are they gonna get you free healthcare? No, your insurance is gonna get even worse, just like it did the last time they tried socialized medicine. They're not going to do anything they've sold you, but...like Saul Goodman said: if you're committed enough, you can make any story work.
The committed storytelling of a couple insane podcasters was enough to fracture an entire political coalition from their own side in less than 2 years...they have zero power, zero credibility, they've never actually governed anything nor produced any results, but...they're good storytellers, and that's all that matters. Are they telling a good story? No, it's atrocious, but they're telling their atrocious story effectively and compellingly.
It is 100% true that everything's too damn expensive, and we all know that inflated prices are always sticky. Does anyone know that it's entirely the result of shutting down the global economy over the flu and (both naive republicans and democrats) printing infinity dollars for several years? Nope...because nobody has effectively told that story, and it's an unsexy story to tell. "Free stuff!" is a VERY easy story to tell, and when everyone's gotta take out a second mortgage just to pay their insurance premiums, "free healthcare" is an unbeatable story. It doesn't matter that "free healthcare" doesn't exist and socialized medicine is a terrible product...it's not the product, it's the brand. And "FREE!" is a great brand.
You can't get mad at people for having the financial literacy of a 9 year old. I mean, you can, but they outnumber you a million to one, so it's not going to be productive. You need to figure out how to make an unsexy story sexy, or else the "free stuff!" crowd is going to eat your lunch every time. If you give people a choice between earning a six pack on a treadmill or taking Ozempic, they're gonna choose Ozempic...they don't care about the side effects. If you give people a choice between fiscal discipline or free stuff...guess what they'll pick? They don't care about the side effects.
With projected growth of 5%, the economy right now is stronger than it's been in generations. Is that the story you hear? Nope. Is that the vibe you feel? Absolutely not, especially when every time you fill up your gas tank, it feels like a diesel enema.
It's not the product, it's the brand. A great product can fall into oblivion with bad messaging...a single bad review from one effective storyteller can tank a restaurant. The "influencer economy" is lucrative for a reason; everybody inherently understands the importance of effective storytelling...except the right. Zohran Mamdani gets it...he has an army of influencers on staff. In a perfect metaphor of this transitional phase of old guard vs new wave political messaging, Zohran nuked the Vice President into oblivion with maybe the biggest ratio in the history of the internet. By simply posting the subway assistant meme, Mamdani got 2 MILLION likes, quoting a post from the VP that had only 10K likes. If you're reading that sentence thinking "this is fucking ridiculous, you're talking about social media likes as political analysis now?"...you are the problem.
Yes, this stuff matters. Rizz matters. The President did a masterful job of this kind of retail politics in his historic 2024 campaign...you can be angry that this is what politics has been reduced to, but you can either adapt or die.
"No the problem is, you didn't deliver enough for the American people!" Are you a moron? Since when does anybody care about that? What have democrats delivered for Californians in the last 20 years? Unmitigated wildfires, homeless drug zombies everywhere, roads that look like Fallujah in 2004...people don't care about results. They think they care about results. That want you to believe they care about results, just as Nike wants you to believe their shoes are better than New Balance...but at the end of the day, all people really care about is the swoosh.
Adapt or die.
Guys, I hate to break it to you, but most political advisors are so bafflingly incompetent, it would make your head spin. All the talented communicators go work in Hollywood or at Saatchi and Saatchi, and these political bros never tap these agencies for help...I've connected several campaigns with literally the best marketing geniuses in the game, got them discounted rates, even...and they just never even bothered calling. It truly feels like a lot of consultants and candidates just want to lose.
You ever wonder how my ads went so massively viral, but there's not been a single candidate who's come close to it? It's their dumbass advisors. I didn't go with any political advisors, and they were SO mad about it. I partnered with a filmmaker and marketing wizard, instead of political grifters. Why? Because I wanted our messaging to be effective. Political ads suck. Nobody watches them. I wanted people to want to watch my ads. The fact that nobody else understands this is...I honestly don't know how to explain it, other than they want to lose.
There are a bunch of candidates who love it when their party loses power. It takes all the heat off them, because then they can't be expected to pass legislation when they're in the minority, plus they can fundraise way better off of the rage when the opposition is running roughshod over the country. Baffling to watch.
Marcelo P. Lima retweeted
Pro-Hamas Palestinian Muslim Aber Kawas has won her elections to become a New York State Legislator.
She said that 9/11 was America's fault because of "Islamophobia."
I have no words.
Marcelo P. Lima retweeted
Winning data center platform:
1/ no subsidies, no tax breaks
2/ make your own electricity, waterlessly
3/ equipment should be essentially inaudible at the fenceline
