Hey, let me say something unpleasant: there’s really nothing valuable on X these days!

It’s all either theories, the same old recycled talking points, or people shipping celebrity couples.

Can you believe it? I even talked about one such couple with a friend in person. I said, “Fuck, you’re already A9—why the hell are you still shipping people? You could be traveling the world with that time.” Then they went and launched a paid community for 199 yuan. That’s the most fucking ridiculous thing ever.

Then there’s all the reposting, and porn. Take this porn site, for example: https://t.co/2vcsry9MZ4. Whoever posts it gets millions of views.

Sure enough, porn really is the number one driver of productivity!

Honestly, I’ve started watching people analyze things on WeChat Channels. At least they can use videos to explain the underlying principles.

Just find a couple of Douyin or WeChat Channels creators, or YouTubers, and have a look. Ideally, find some who talk about macro topics, like Goldman Sachs, Morgan Stanley, or Blackstone.

I talked about these institutions in this post: https://t.co/zFX3AYzFe8. Save it and take a look.

Here are two examples:

First: Morgan Stanley recently did a study showing that data centers are genuinely profitable right now, and that they’re genuinely short on power.

Second: Blackstone Group recently held a private meeting where they said we’re on the eve of an Industrial Revolution like the one in 1870, and discussed a lot of valuable things.

Honestly, if you haven’t learned about or looked into any of this, how are you supposed to know what stage AI has reached, or what the next focus will be?

You don’t understand any of this, you don’t analyze anything, and yet you sit here spouting all kinds of theories every day. If you ask me, being impotent is the greatest blessing—that’s my theory.

Once you’re impotent, you stop caring about everything: KTVs, massages, seeing prostitutes. Even dating loses its appeal. All you want is to make money.

This is a wonderful era we’re living in. Truly wonderful. I hope everyone makes the most of this great era…