Building a startup in the AI age:

19 trading days ago, I tweeted out my detailed logic about why $OPEN was the next $CVNA and how it could become worth $82 by 2028. Here’s what happened: •June 25: $0.51 (cycle low) •July 14 @ 2PM: I went public at $0.89 •July 21: $OPEN hits $4.97 — +458% in 5 days •August 9: It’s $1.79 — +101% from launch And yet… •Bulls have sold •Bears are back •Management is silent •The board is absent •Carrie Wheeler’s last public comment? “I’m going harvest mode on these retail investors.” No AI strategy or partnership (biggest swing factor for stock). No ancillary services beyond Key Agent and Cash Plus. No signal that they value the army of retail shareholders who rescued them from delisting. So why keep believing? Because Keith @rabois — who wrote the original $OPEN business plan — just tweeted last night: “Retail is a feature, not a bug.” That was not random. That was signal. Will he get involved again? Maybe. But he knows the opportunity. If @carriecwheeler, @adambain, and @pueokeffer let this moment pass, it will haunt them. “You let $OPEN go from $0.51 to $4.97 in 5 days — and gave it all BACK — without saying a word?” “You let retail hand you a second chance, and you shrugged?” That kind of negligence leaves a permanent stain. Self-preservation is undefeated. I’m still here. Still holding. Still pushing. Because the path to $82 and $200 is real. We’ve mapped it out. It’s clear. And it will work. We’re right. It’s obvious. It’s logical. And logic (with steady pressure) always wins. Let’s ride. $OPEN 🚀

Retail investors *should* be allocating capital. This is a feature, not a bug.

Opendoor does not have a current investor presentation on its website. Its last investor presentation was from 2023. This is a derelitcion of duty for the management team of a >$1bn market cap company. Change is sorely needed. $OPEN

🚨 WOW! It has just been revealed that "despite" President Trump's tariffs, a whopping 82% of S&P 500 companies BEAT their quarterly earnings estimates. The highest rate in 4 years. Imagine that. Stunning. The experts keep getting it wrong.

*US JUNE GOODS EXPORTS TO CHINA RISE 45.4% M/M *US JUNE GOODS IMPORTS FROM CHINA FALL 6.9% M/M

This has been one of the most disturbing weeks I can remember in the media. The New York Times and media establishment more generally got repeatedly busted for broadcasting fake starvation photos of Gazans. Real photos of Jews being starved to death in Gaza while digging their grave were largely ignored just as the media ignored major revelations in the Russia collusion hoax which the media pushed for years to determine the presidency.

CREDENTIALS DON’T MATTER Over the last few months, I’ve seen several A+ execs and operators flounder and fail at AI startups, while young “inexperienced” builders have crushed execution and performed superbly. It’s the biggest discontinuity in talent evaluation I’ve seen in my 25+ years in technology. All of one’s prior experiences, credentials, and traditional markers of success have become nearly irrelevant when the fundamental rules of the game have changed so dramatically. The shift to AI represents such a paradigm break that institutional knowledge often becomes institutional baggage. The executive who masterfully navigated enterprise sales cycles finds themselves lost when the product builds itself. The operator who optimized for predictable growth metrics struggles when the core capability improves exponentially overnight. Meanwhile, the 22-year-old who’s been fine-tuning models in their dorm room intuitively understands token economics, reasoning patterns, and capability scaling in ways that no MBA program ever taught. These “inexperienced” builders don’t carry the weight of how things “should” work. They don’t waste time trying to force AI capabilities into traditional product frameworks or business models. And so, they win. If you’re an executive wanting to find a role at an AI company, be humble. Put in the work. Use the tools and create a personal AI stack. Train yourself to think differently - probabilistically, not deterministically. Be open to an IC role if needed. It’s not magic, but it will take real work. If you’re an AI company founder, ensure your hiring process is not blinded by credentials. What matters is raw building ability (in EVERY role, not just Eng/Product/Design), comfort with uncertainty, and the ability to iterate and experiment exceptionally fast. It’s a new era.

This @TheFP article about the @nytimes "mistakes" and "corrections" that are actually just a part of a newsroom propaganda machine, have been proved in my study for Bar Ilan University. Follow thread to understand how bad it really is 1/10 (link at the end)

You've been lied to about what is happening in Gaza. Here's the truth: -Hamas started this war, butchering about 1,200 Israelis and taking hundreds hostage (They still hold 50 in tunnels and cages). -Israel sent 1.5 BILLION meals into Gaza, enough for 2 million people for more than 2 years. -Hamas steals 90% of aid, selling it to fund terror and buy loyalty. Hamas made over half a billion dollars least year from manipulating the aid system. -UN agencies like UNRWA are infiltrated by Hamas and help spread its lies. This isn't famine. It's a terror economy. Read AND RE-TWEET this official report that the media refuses to share with you! @POTUS @AGPamBondi @ChadMizelle47 @TheLeoTerrell