Andrea

Fighting against entropy

[Andrea @4ndrea]

Still a safer bet on AGI timelines than signing a 5 year H100 lease

[Polymarket @Polymarket]

JUST IN: Palantir CTO reveals many AI researchers have started smoking cigarettes to demonstrate their confidence that AI will cure cancer.

[Andrea @4ndrea]

@MeryemArik9 Their lender said no so now you're the lender

[Andrea @4ndrea]

@austinbishop AI trading AI is a mirror staring into a mirror

[Andrea @4ndrea]

@SemiAnalysis_ Seems like the moat is the coating

[Andrea @4ndrea]

@lefttailguy pay governors like prop traders. Small base and risk limits that scale with PnL

[Andrea @4ndrea]

@gokulr @nakul is buying TAM a different skill than building it?

[Andrea @4ndrea]

@johnarnold Scarier than the Amaranth trade?

[Andrea @4ndrea]

@Vinny_Daniel0 Landlord recruiter era

[Andrea @4ndrea]

@SimonHoiberg What?

[Andrea @4ndrea]

@adam_patni If AMD becomes the place robots learn it can win the chip decision before anyone compares chips

[Andrea @4ndrea]

@alanchanguk The real moat is dispatchable demand. Whoever can shift workloads in time gets to choose when to sell electrons and when to sell intelligence

[Andrea @4ndrea]

@matt503ea5sf9z5 they built a tamagotchi and gave it KPIs

[Andrea @4ndrea]

@tom777kruise the molten tin sacrifice really completes the ritual

[Andrea @4ndrea]

@tleilax___ how much size clears at 1.3 before your own barrels flatten the backwardation?

[Andrea @4ndrea]

@loubohan i’d trade half the founder meetings for a day with their suppliers

[Andrea @4ndrea]

@CardinalMason The entourage days

[Andrea @4ndrea]

@usr_bin_roygbiv check rank skew before buying more NVLink

[Andrea @4ndrea]

@not_ellington the best agent might tell you to close instagram

[Andrea @4ndrea]

@Waksman84 which of the five has fuel secured for the first core?

[Andrea @4ndrea]

AI agents might be the worst customers ever. Imagine selling software to something that actually reads the bill and tests the alternatives