James Thomason

Spent the evening reading SpaceX's S-1 filing so you don't have to. Let's just say the SpaceX IPO Bagship carries the full payload of Elon's mistakes. jamesthomason.com/spacex-ipo-b...

This is a strange way to admit you couldn't afford to buy Cursor

Two’s a trend. And, trust me I have been involved in hundreds of IPO’s over multiple decades, it’s not for altruistic reasons. They already sense a lack of institutional demand and are looking to dump bags on retail.

Miller Lite stat o' the day $408 mil the fully funded cost of the the 3 F-15 jets we just lost to friendly fire

Why even have a Congress? They’ve abdicated.

They turned X/Twitter into TikTok in the last 72h. Just look at this shite. So I guess I’m 100% bsky now. Hi.

Some time in the last 72 hours, X/Twitter fully transformed into TikTok. It’s all video. All of it.

www.resistandunsubscribe.com

How it started, how it's going, Intel $INTC earnings edition. 😈

This is the way.

An execution in Minnesota.

I'm ready to give up on LLMs and declare shenanigans on the entire AI market. You spend hundreds of hours prompt engineering to get a reliable output until the cloud vendor rugpulls you with a new model that's completely busted. You can't rely on cloud AI models at all. It's self-hosted or nothing.

Every tech cycle elevates a KPI that feels like progress—users, GMV, tokens served—and then punishes the companies building for actual profitability. The metric that drives your valuation today is probably selecting against you winning tomorrow. jamesthomason.com/narratives-p...

Any scenario in which 40 million people are put at risk of starvation, whether by policy, neglect, or deliberate design, constitutes a political crisis with the well-understood potential to destabilize society and provide justification for emergency rule. www.nytimes.com/2025/10/26/u...

See, this is a lie and distortion. Starbucks CEO makes $1.5M in salary, or 33x the average employee. He’s got a decent stock package, which is at *risk*.

Deus ex nihilo: Decoherence and the superposition of capital in the OpenAI ecosytem Read on: jamesthomason.com/deus-ex-nihi... You just don't understand the beauty and complexity of the system, the sacred geometry of what Sam Altman has manifested in OpenAI...

Imagine for a moment if you will, if U.S. economic policy was led by a six-assed turtle. I know, stay with me, this will make sense. You have a creature that craps in every direction simultaneously while wondering why it can never find clean lettuce...

You remember the exact moment Tech betrayed you: 3:47 PM on a Wednesday, when the investors called to explain they were pivoting your company without your consent. Tech stood there in the conference room, wearing someone else's hoodie, avoiding eye contact… jamesthomason.com/notes-on-bec...

When an old friend checks in to make sure you’re not dead but later you realize they were hoping.

Xennial. Too young for Gen X cool. Too old for Millennial optimism. We got the worst of it. Analog childhood. Digital disappointment. Student loans without jobs. Startups without exits. But we remember when software shipped in boxes. That's something. Not valuable. But something.

At CES, they just declared Autonomy as the most under appreciated tech trend. But they’re wrong. Autonomy isn’t a trend, it’s THE trend, a long wave of innovation that will unfold over the next 50 years or so. jamesthomason.com/investing-in...

Hello, world