iiinova — where your digital self keeps evolving

Philipp Kloeckner ✅ @pip.net · 28/09/2026

So Elon Musk doesn't want anyone to see this trailer about the "hit piece" documentary about him...

Philipp Kloeckner ✅ @pip.net · 30/08/2026

1. GOP calls for tech corps to improve public opinion on data centres. 2. A week later, xAI "discovers" a Chinese bot network amplifying anti-DC content. (... that OpenAI found back on June 26 already.)

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Philipp Kloeckner ✅ @pip.net · 28/08/2026

Was das Team leistet? Eine effektive Steuervermeidungsstrategie. Einfach keine Erträge für die Volkswirtschaft und Anleger erarbeiten und dann erklären, was die Politik falsch macht. Thelen ist der Elon Musk, den Deutschland verdient.

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Philipp Kloeckner ✅ @pip.net · 18/08/2026

I'm pretty sure we'll soon see B2B SaaS that's purely paid for with data. Google sits on tons of workspace data that it's not allowed to use (yet). I'm curious how they'll find a way to get users to consent to make it usable. Most likely through some "agentic use" dark pattern.

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Philipp Kloeckner ✅ @pip.net · 05/08/2026

So zuhause fühlt man sich einfach nur bei der @db_bahn. #couchfeeling

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Philipp Kloeckner ✅ @pip.net · 03/07/2026

The hard truth is: Just using the returns on his principal capital, Elon Musk could give every baby born WORLDWIDE USD 1,000 and still remain a trillionaire. Instead, he chooses to cut the USAID support so that fewer kids survive in the developing world.

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Philipp Kloeckner ✅ @pip.net · 02/07/2026

I know a guy securing the best execution for me on 30 stock exchanges. The guy:

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Philipp Kloeckner ✅ @pip.net · 01/07/2026

New sales tactic: Have your own people install an agentic loop (token furnace) at your clients to get to NRR above 200%

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Philipp Kloeckner ✅ @pip.net · 30/06/2026

My hunch is, in a few years, we’ll understand that this isn’t (only) about companies not creating junior jobs in AI-affected occupations but also about youngsters not actively choosing any of these “doomed” professions. Older vintages are less flexible and stick to their profession.

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Philipp Kloeckner ✅ @pip.net · 29/06/2026

I foresee a time when the EU will establish SEZs (Special Economic Zones) without EU tax and regulatory regimes to secure access to leading models... Oh wait. These exist already. They are called Ireland and Luxembourg.

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Philipp Kloeckner ✅ @pip.net · 26/06/2026

Marked the fraction of DC cost that data centers in Space _might_ reduce while significantly complicating the remaining 90% of line items. Convincing proposition. [Data: EpochAI]

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Philipp Kloeckner ✅ @pip.net · 18/06/2026

Google (Gemini) is poised to win the consumer market. (1) Unparalleled Distribution: 13 apps /w 1B+ users (2) Cheapest Inference: Only TPUs allow serving AI for free to 3B+ users (3) Data: No company on earth has more data (4) Team: Nobel-winning DeepMind lab allows serving AI without a subscription

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Philipp Kloeckner ✅ @pip.net · 17/06/2026

Not surprised Jens Spahn is appearing on attendee list of Peter Thiel's secretive "Dialog" society. www.reddit.com/r/neoliberal...

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Philipp Kloeckner ✅ @pip.net · 16/06/2026

China watching the U.S. admin knee-capping its own AI industry.

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Philipp Kloeckner ✅ @pip.net · 22/05/2026

If Anthropic really hits 11bn in Q2 sales, they are likely on a 60bn ARR path right now. That's 2x OpenAI's last run rate figures. Disclaimer: Calculation for illustrative purposes. Pure speculation based on the latest WSJ story.

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Philipp Kloeckner ✅ @pip.net · 07/05/2026

. 🎞️ 𝗕𝗲𝘆𝗼𝗻𝗱 𝘁𝗵𝗲 𝗔𝗜 𝗛𝘆𝗽𝗲 𝟮𝟬𝟮𝟲: 𝗩𝗶𝗱𝗲𝗼 & 𝗦𝗹𝗶𝗱𝗲 𝗗𝗿𝗼𝗽 - Thanks to the OMR crew for the lightning-fast turnover www.youtube.com/watch?v=YNav... Slides on my Substack (free)

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Philipp Kloeckner ✅ @pip.net · 01/05/2026

Any idea why Peter Thiel's Founders Fund is missing on the OpenAI Cap Table? That summer of 2025 round should be reflected. Dragoneer's stake is noted.

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Philipp Kloeckner ✅ @pip.net · 01/05/2026

Former White House AI Czar @DavidSacks: "Mythos is not magic", "OpenAI's GPT-5.5-cyber can now do the same. The White House: "We cannot deploy Mythos to more than 50 companies, it's too damn dangerous."

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Philipp Kloeckner ✅ @pip.net · 01/05/2026

I expect an urgent diplomatic wire from the White House warning the world about 3rd parties stealing the IP from U.S. model providers...

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Philipp Kloeckner ✅ @pip.net · 29/04/2026

Ready to short banks and consulting on Monday?

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Philipp Kloeckner ✅ @pip.net · 24/04/2026

REUTERS: “SpaceX estimates that its total addressable market […] could be as much as $28.5 trillion. […] The S-1 regulatory filing, […] shows that SpaceX expects more than 90% of that market – or $26.5 trillion – could stem from the AI sector.”

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Philipp Kloeckner ✅ @pip.net · 23/04/2026

KI ist seit den 60er Jahren schlauer als Frank Thelen. Jetzt schlägt sie ihn auch im Ping-Pong.

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Philipp Kloeckner ✅ @pip.net · 23/04/2026

"Woke" Anthropic model used by the high-income elites, while Meta, Google, Grok are the tools of the (non) working class?

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Philipp Kloeckner ✅ @pip.net · 22/04/2026

Cursor will be worthless 3 years from now. But the “AI” segment of SpaceX looks so devastating that Elon urgently needs to add some growing 2025 revenue, which Cursor can deliver. Probably not the last acquisition he’ll make just to drive revenue growth ahead of the upcoming IPO.

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Philipp Kloeckner ✅ @pip.net · 22/04/2026

ChatGPT Images 2 is just insane. Hundreds of hours of work in 50 seconds. For infographics, you don't even need to do the research, but the model combines research, thinking and image generation.

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Philipp Kloeckner ✅ @pip.net · 21/04/2026

Und auf einmal findet Frank Thelen China nur noch so mittel-innovativ...

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Philipp Kloeckner ✅ @pip.net · 15/04/2026

Anthropic has entered exponential growth in revenue AND valuation and is overtaking OpenAI as we speak. (Bloomberg reported investor interest at 800bn today)

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Philipp Kloeckner ✅ @pip.net · 15/04/2026

The new robber barons? Two-thirds of global computing now lies in the hands of 5 oligarchs. [Much of the rest is in China]

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Philipp Kloeckner ✅ @pip.net · 15/04/2026

⚠️ POLL: More Americans doubt vaccine safety than trust it! Appreciate the poll is somewhat tendentious - but the results are shocking nevertheless . MAHA should be designated as domestic terrorism. It’ll kill more people than 9/11 and all wars combined.

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Philipp Kloeckner ✅ @pip.net · 11/04/2026

Another “big win” - the U.S. has overtaken China, Vietnam, North Korea and Pakistan in terms of mortality due to malnutrition. GDP growth and S&P500 returns are one thing. Distribution of prosperity is an entirely different story.

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Philipp Kloeckner ✅ @pip.net · 11/04/2026

Germany still the country of incredible chances. Nowhere is the chance to be born a billionaire higher. 😂

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Philipp Kloeckner ✅ @pip.net · 07/04/2026

A detailed look at OpenAI’s Leaked Cap Table (credits: Forbes/Sheel Mohnot/Claude rebrush): → Sound Venture (Ashton Kutcher) is up 43x on his $30m investment → Khosla Ventures (first VC) is up 30x → Early Angels up 140x → Employees own 20% of the $850bn company → Non-Profit own 25% - $MSFT 27%

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Philipp Kloeckner ✅ @pip.net · 06/04/2026

80% of SpaceX's valuation has been created in the last 12 months. Its revenue didn’t quintuple, but it grew in the low double digits. This IPO will be one of the biggest wealth redistributions (from bottom to top).

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Philipp Kloeckner ✅ @pip.net · 04/03/2026

Selling every single stock I own today. Market has reached "exit velocity". 🥸

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Philipp Kloeckner ✅ @pip.net · 03/03/2026

Palantir CEO Alex Karp watching U.S. CENTCOM using the de facto-banned Anthropic Tech for the strike on Iran. Time to draft a new narrative?

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Philipp Kloeckner ✅ @pip.net · 19/02/2026

Meta's Zuckerberg is full of 💩 . Just because you rebrand crack-cocaine to "meaningful interactions", it doesn't mean you've stopped getting people addicted.

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Philipp Kloeckner ✅ @pip.net · 16/02/2026

An expansive way to master predictions, but buying a product that was vibe-coded in a weekend by @steipete is certainly making a point.

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Philipp Kloeckner ✅ @pip.net · 13/02/2026

RobinHood $HOOD customers are over-indexing 7x on options trading. Another signal that this is a casino, not an investment app. It'll not be disrupted by another trading provider but by prediction markets.

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Philipp Kloeckner ✅ @pip.net · 09/02/2026

Frank Thelen lügt im 'ungeskripted' Podcast mal wieder wie gedruckt: Er behauptet als Investor "oft 1000x" gemacht zu haben. Führt an, dass er 100k Tickets in wunderlist, kaufda/bonial und mytaxi steckte. Keine der Firmen war so erfolgreich. youtu.be/CjorndPBXd8?...

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Philipp Kloeckner ✅ @pip.net · 31/01/2026

Zwei Vollblut-Unternehmer mit einem Herz für Publizistik sprechen über die Erbschaftsteuerreform. Eine Debatte mit Gabor Steingart und Mary Abdelaziz-Ditzow. www.youtube.com/watch?v=NWRZ...

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Philipp Kloeckner ✅ @pip.net · 19/01/2026

Meine Argumentation zur #Erbschaftssteuerreform: IQ-Test statt Neiddebatte - jetzt im Doppelgänger Newsletter lesen: doppelgaenger.beehiiv.com/p/kw4-erbsch...

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Philipp Kloeckner ✅ @pip.net · 04/01/2026

The Apprentice Season 11 will be 🔥

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Philipp Kloeckner ✅ @pip.net · 04/01/2026

Privatisierung von Winterdienst führt zu Marktversagen. Prove me wrong.

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Philipp Kloeckner ✅ @pip.net · 03/01/2026

Founder Mode Podcast zur Doppelgänger-Geschichte und vielen aktuellen Themen aus der Gründer- und KI-Szene. Viele Fragen, die uns so noch nie gestellt wurden: www.youtube.com/watch?v=__SL...

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Philipp Kloeckner ✅ @pip.net · 02/01/2026

The so-called "Somali Fraud" explained in one cartoon.

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Philipp Kloeckner ✅ @pip.net · 16/12/2025

The Trump Administration has officially built the largest "revolving door" in the history of the U.S. - 1.000 big tech employees will join the "US Tech Force" to modernize U.S. GovTech while partly being put on leave by their current BigTech employers. en.wikipedia.org/wiki/Revolvi...

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Philipp Kloeckner ✅ @pip.net · 12/12/2025

Nobody knows when a bubble is about to burst. But you can tell how many people will be fu$%&d and how steep the decline will be by looking at money borrowed for stock speculation...

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Philipp Kloeckner ✅ @pip.net · 10/12/2025

Quick heads-up to retail investors. YOU will have to fund Sam Altman's NVIDIA orders. The private markets will not have the money to support his vision. PS: Remind me when the "dry powder" that everyone was speaking of for the last 3 years will be deployed.

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Philipp Kloeckner ✅ @pip.net · 02/12/2025

🎯 Auf einen ist Verlass...

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