Here, buried in the bottom of the comments, is the most useful piece of information in the entire section.

My question is what else has this fellow identified and what have Thiel et al. read and internalized?

SIVB's issues were outlined far before that Twitter analysis https://seekingalpha.com/article/4565388-svb-financial-blow-...

Dec. 2022:

"Unfortunately, the flipside of the tech bubble is fairly ugly for the company with added pressure coming from higher operating costs, higher costs of deposits, and unrealized losses in its htm (hold to maturity) fixed income portfolio. Both these htm losses and potential losses from the loan portfolio could wipe out book equity value."

Agreed. The headline and article are classic click bait. Folks should read the tweet above for the full details.