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I sat down with @DariusDale42 to break down whether Scott Bessent is bluffing the bond market, why stocks keep hitting highs, and why balancing the budget may be impossible. We also discuss the K-shaped economy, AI, bitcoin, and America's political realignment. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:47 - Is Scott Bessent bluffing the bond market? 7:34 - Druckenmiller's op-ed & Bessent's playbook 13:13 - Why stocks & bitcoin are near all-time highs 16:42 - Why balancing the budget is impossible & the impact 24:30 - Housing, young vs old & the lock-in effect 28:02 - Cut, grow, or print? 32:12 - How AI & bitcoin can level the playing field 36:15 - Social mobility & keeping up with the Joneses 39:00 - America's political realignment & future outlook 49:45 - Power, politics & the path forward

A note on recursive STARK mempools (EIP-8288) This is an EIP that I am hoping we can get included in I-star (the fork after Hegota) that you can think of as the next step after Frames, that would unlock extreme amounts of power. Particularly: * Ultra-cheap quantum-safe signatures (SPHINCS-). Much of the cost savings comes from the fact that the signature data (~3 kB) does not have to go onchain * Ultra-cheap quantum-safe privacy protocols. Status quo minimum cost for private txs is ~300k if you engineer very well (no one does), status quo quantum-safe is ~10M gas, this could reduce it to low tens of thousands. * Universal support for your favorite new signature or proof scheme without needing EVM changes. Whatever you use (Falcon, ML-DSA, some other lattice-based thing, something code-based or isogeny-based or even more esoteric), you can just wrap it client-side in a STARK, onchain gas cost low tens of thousands just like privacy protocols. Hopefully, Ethereum will never need "please support my favorite cryptographic algo" politics again. * Private account abstraction: keep your account logic private, and in a private location onchain. Then you can make one transaction to change the ownership of all your onchain state - accounts, defi positions, privacy protocol notes, everything - without revealing which objects' ownership you're changing. Here's how it works. Your transaction can include a type of frame that we call a "dependency frame". The frame is a list of statements, asserting claims like "message hash M was signed by SPHINCS- public key P" and "data hash D was proven to satisfy a statement defined by verification key V". When you send your transaction, you send it in an envelope, which includes a signature or a STARK for each statement in a dependency frame. Once the transaction reaches the mempool, nodes aggregate them. Each node runs a loop: wait one tick (eg. 500ms), aggregate all new envelopes (either single-tx or multi-tx) that you've seen, remove any transactions that are expired, generate a STARK recursively proving all dependencies, and send a new multi-tx envelope containing that STARK. Hence, the bandwidth load is bounded: each node's outbound is one STARK (~100-300 kB) per tick, plus each transaction getting broadcasted through the network once (as happens already). The block builder acts as "yet another mempool node", receiving envelopes from the mempool (plus any side channels), generates its own STARK covering the subset of transactions it intends to include in the block, and adds that STARK to the block. Total onchain overhead: one STARK (100-300 kB), plus 96 bytes for each statement being proven. This is what I've called before ( ) "The Proof Singularity". Today, we have all the ingredients to actually implement it. As a developer, this requires a somewhat different workflow than you are used to, but it is conceptually simple. Any signatures or STARKs, you put into a separate frame. Then the main logic that today is verifying a signature or STARK, you replace with checking for the existence of a frame that includes the correct statement as a dependency. Examples of useful statements: * [tx sighash] verifies against [the pubkey at sload(0)] * there exists a secret and a merkle branch such that hashing secret+0 and applying the merkle branch outputs (public) root R, and hashing secret+1 outputs (public) nullifier N * there exists a secret address A, salt S and signature Z such that sload(0) = hash(A, S) and a merkle proof of address A inside a recent ethereum state contains some pubkey D where [tx sighash] was signed by D [this is private account abstraction; all variables except [tx sighash] and sload(0) are private; you can also make D a STARK verification key] * there exists an ML-DSA signature signing [tx sighash], that verifies against an ML-DSA pubkey whose hash is sload(0) At the core, this is moving any compute and data other than bookkeeping "business logic" outside the core path of Ethereum execution, sharding and parallelizing it via the mempool. Notice also that this requires agreeing on a _language_ (aka. an ISA) for the recursive STARKs to define statements in. The current leading candidate is RISC-V. So this would also de-facto be Ethereum adding RISC-V (or something else we decide on) as a canonical ISA - a big decision that should be done carefully, but that I think will be necessary to drive Ethereum forward.

Here's my conversation with @DHH. He is back for round 2! It was an epic fun 5 hour conversation about the future of programming, AI, Linux, and human civilization. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:27 - Introduction 2:56 - Programming with AI agents 18:14 - How software will change 27:30 - AI impact on open source 37:21 - Building Omarchy Linux distro 47:05 - Vibe coding vs agentic engineering 1:00:06 - The end of manual programming 1:10:24 - Advice for programmers 1:22:30 - Surviving Internet Hate 1:31:46 - Programming setup for AI Agents 1:44:11 - Obsessing about speed 2:07:06 - Voice prompting vs typing 2:21:05 - Best AI coding models 2:37:55 - Best AI coding harnesses 2:50:57 - AI video generation and filmmaking 3:10:28 - Fatherhood 3:38:35 - Linux will win the desktop 3:49:51 - PewDiePie 3:59:24 - Future of programming 4:22:17 - Politics and immigration 4:53:54 - Longevity, over-optimization, and fear of death 5:05:38 - Eternal recurrence and future of human civization

𝕏 has become the nervous system of the world When something happens in politics, technology, markets, science or culture, it hits 𝕏 first Everything here moves in real time 𝕏 is now the fastest-growing social media platform on Earth And increasingly, the conversations that shape what happens next start here too Community Notes adds another powerful layer False or misleading claims can be challenged in public, with context visible to everyone People on other platforms watch 𝕏 to understand what the world is talking about

At midnight on February 6th, earlier this year, the doorbell to our apartment rang. The doorbell was followed by a pounding on the door. I answered the door and a security person in our building handed me his phone. It was my oldest daughter Eloise. She had found my 26-year-old daughter unconscious on the floor of her apartment and had called 911. The EMT team was already there, but they did not know what was wrong with Lucy or to which hospital they would take her. I threw on some clothes and jumped in an Uber heading east toward Brooklyn. (Lucy lived alone in Williamsburg.) On the way, I learned that they were taking her to Elmhurst, a City trauma hospital in Queens. I arrived about five minutes after the ambulance to join Eloise, Lucy’s mom, and a friend, and waited to learn what was wrong. After about 15 minutes, I asked a nurse where she was. I looked over his shoulder to his computer. Next to her name, it said “non-responsive.” I walked into the emergency room and wandered around looking for her until I found her unconscious on a gurney surrounded by several doctors and nurses. By about 2:30am with the results from a CAT scan, Lucy’s doctors had determined that she had a massive brain hemorrhage and would need an emergency hemicraniectomy to release the pressure on her brain and remove the blood from the hemorrhage. I called our wonderful friend and family doctor Eddie Fisher and explained what was going on. He woke up Josh Bederson, Chairman of Neurosurgery at Mount Sinai, to find out more about Zach Hickman, the neurosurgeon on call that night. Dr. Bederson said Hickman was an excellent surgeon, which was comforting as we had no choice. The surgery to save Lucy’s life began around 3:15am and finished around 5:30am. It was successful. The following day, I joined Lucy in an ambulance while she was being transferred to Mount Sinai on Madison Avenue. Later that day, we determined from Lucy’s Oura ring that her hemorrhage had occurred around 9am, which meant that more than 19 hours had passed from the time of the hemorrhage to the completion of the surgery to release the pressure on her brain (I only wish @ouraring had an alert for this kind of a medical event. Imagine it could call a family member if the wearer doesn’t cancel the alert). I later learned that the standard of care is not to do surgery to save a patient with a large brain bleed if more than five hours have passed since the hemorrhage. Even when the surgery is done, I was told that the likely outcome for the patient is a few months in a nursing home and death from pneumonia. When I met Lucy’s doctors, I did my best to inspire them: “Let’s see what can be accomplished if we give her the best care possible and we invest unlimited resources to restore her to life.” And I promised that whatever we learned we would make available to everyone. Dr. Chris Kellner, her neurosurgeon, and Dr. David Putrino, Director of Rehabilitation Innovation for the Mount Sinai Health System have led Lucy’s care team since that day. Words cannot describe the remarkable and compassionate care that she has received beginning with the EMT team and then from nurses, doctors, therapists, and the army of people who have worked to save her and return her to life. To this day, we have a daily Zoom where we discuss her progress and make adjustments to her care. While her care and oversight have been incredible, the learnings for the Mount Sinai team have also been elucidating and will assist in the care of many others. Lucy began in a bad place. She was in a coma for several weeks and then awoke not being able to breathe on her own, unable to walk, see or speak. Over the last six months, she has recovered her cognition – she understands everything including her circumstance – is able to walk a hundred or more steps at a time with assistance, is making progress with sounds, vowels and consonants and the beginnings of speech, but she remains unable to see. Each day, she makes a little progress, and daily progress compounds. Every day I tell her that she just needs to make a little progress and it won’t be long before she is back. We remain optimistic that Lucy will return to normal function. It will likely take years, but I believe it is only a matter of time, hard work, and technological progress, along with some, and perhaps a lot, of divine intervention. Many people have been praying for Lucy and we are incredibly grateful for the prayers and remarkable support she has received. Lucy’s friends have been with her every day since the beginning, and their presence and friendship have saved her life and helped to rebuild and maintain her spirit. And on a very positive note, Lucy’s challenge has brought together our entire modern family who have all been incredibly devoted to her care and recovery. Lucy's vision and other faculties may require some form of brain computer interface, work that is underway at Neuralink, Precision Neuroscience, Science, Synchron, Nudge, and other companies in the space. If you are going to have a devastating brain injury, now is the best time in history for that to happen. We are living in a world when you can be confident that the blind will soon see again. We are going to do everything we can to help make that happen, including by assisting existing companies in the space. With respect to our promise to make Lucy’s care available to others, we have made good progress. In May, a real estate colleague made me aware of a 93% vacant, brand new, 400,000 square foot Class A+ purpose-built biotech facility on West End Avenue between 65th and 66th Streets that missed the market and was available for sale. The Pershing Square Foundation acquired the building 60 days later. We also put under contract an adjoining 130,000 square foot building at 320 West 66th Street that is currently being used by Saturday Night Live for studio space. The building has 35-foot ceilings with massive column-free spaces that can be converted into superb rehabilitation facilities. We will close on the SNL building in December. We are also acquiring an adjoining vacant lot with additional air rights. With just the existing zoning rights, we can add a 150,000 square feet for a total of 680,000 square feet, a lab footprint larger than Rockefeller University, and that’s without including the potential for an upzoning that would allow for substantially more buildable area on the site’s 3.4 acres with spectacular views of the Hudson. Our goal is to build the world’s greatest brain research, rehabilitation, recovery, human optimization, and longevity institute. We have named it The Ackman Oxman Institute or the AOI for lack of a better name, but also to reinforce the point that Neri and I and our family are all-in on the mission. The AOI will be patient-centric. It will not be an academic research institute that produces lots of papers, a Nobel Prize winner or two, but little if any results for patients. We will be laser-focused on cures, treatments, devices, rehabilitation and exercise equipment, and targeted and basic research with a goal of massively accelerating the time from idea to innovation to production to helping a patient. While the AOI will be a non-profit, it will have highly commercial instincts. The AOI will have its own venture funding and will work to develop innovations to create companies that we will seed, assist, and spinout to ensure technologies, treatments, techniques, and drugs get to patients as promptly as possible. On one 3.4 acre campus in what is still the greatest city in the world, we will do neurosurgery, neuroscience, rehabilitation, nutrition, BCI and device development, human trials, hyperbaric oxygen treatments, and life extension programs, and we will mandate and incentivize collaboration among the teams with no silos, politics, bureaucracy, or any other constraint that is inconsistent with the mission. Mount Sinai will be an important partner and deservedly so, but it won’t be our only hospital or medical school partner as we don’t believe any institution has a monopoly on the best ideas or the best talent. We don’t believe in exclusive relationships because that is not in the best interest of patients. Five years ago, we considered launching a brain institute inspired by Neri’s mom who sadly died from Alzheimer’s. We couldn’t make the math work as the real estate was too expensive and we believed it would be too difficult to recruit the best talent from universities to our effort. Since then, the real estate became available at a 70% discount, universities became a much less attractive place to work due to politics outweighing meritocracy, protests that disrupt learning, the curse of antisemitism, and a decline in funding. Fortunately, during the same time, I made sufficient personal economic progress to make the AOI possible. The advance of AI in the last few years will also enable us to greatly accelerate our mission. AI still has a lot to learn about human intelligence and the brain, and the AOI should be at the forefront of the interplay between the brain and AI. Today, I am making a public filing disclosing a gift from Neri and me of ~$400 million or 10,000,000 shares of Pershing Square Inc. (PS) to the AOI. It is very early days for Pershing Square so these shares are intended to anchor the long-term work of the AOI as the shares compound over time while generating what we expect will be a growing stream of quarterly dividends to fund the Institute. We will also be announcing an additional gift of similar and potentially greater size which won’t be in the form of Pershing Square stock to provide the AOI with the short- and intermediate-term runway necessary to enable it to achieve its goal of becoming a self-sustaining institute, which reinvests all of its revenues, royalties, and the economic rewards of company formation to advance the fields of brain health and human longevity. Neri and I have chosen to anchor the funding of the AOI to maintain vision alignment and limit the need for the organization to focus on fundraising. We expect the AOI to be the best-resourced brain, rehab, recovery, and longevity institute in the world. We are grateful to have been able to form a board which includes Dean Kamen (our generation’s Thomas Edison), George Yancopoulus (CEO of Regeneron), James Rothman (Nobel Laureate), Bernardo Sabatini (neuroscientist), Chris Kellner (neurosurgeon), Olivia Flatto (CEO Pershing Square Foundation), Neri Oxman, and myself. We have recently identified a CEO who we expect to announce by October along with other key hires, and are beginning searches for a Chief Scientific Officer, a Chief AI/Technology Officer, a Chief Operating Officer, a Chief Financial Officer, and other key leadership roles. If you find what we are building compelling and want to be part of the leadership team that creates and builds the AOI from a standing start, please send an email to: search@aoiinst.org with a short note as to why you believe you can help. Please include your best three ideas for the AOI along with a summary of your background and your most important accomplishments. We promise strict confidentiality to those expressing interest in working with us. We have learned from Lucy that the brain can recover from even catastrophic injury. There is so much more work to be done as the mind is a terrible thing to waste. For details from my Pershing Square SEC filing see:

The irony here is pretty hard to ignore. Millions of Americans can’t afford to miss a paycheck when they get sick, but members of Congress can be gone for months and still collect their full salary. Forget politics for a second. Why do the people making the rules get protections and benefits that millions of the people paying their salaries don’t?

I came to Osun to support my party's candidate, while you supported your uncle's party (Accord). INEC is a body that can't be influenced by me or anyone else. I have never influenced or rigged before and i don't plan to start now. Face your music while we face our politics.