m

[Just Another Pod Guy @TMTLongShort]

We should administer IQ tests to every employed American not yet working at a lab and have the govt 5x salary match the ten thousand highest scorers and just have them all work on solving the outstanding bottlenecks between RSI and material abundance.

Every month lag because the labs are overwhelmed is costing us trillions in lost potential GDP and lives saved.

[kache @yacineMTB]

it's really that simple

[Citrini @citrini]

3 months ago we posted an article that was predicated on model capability doubling every 6 months and people said it was too unrealistic…

[Elon Musk @elonmusk]

Starlink V3 satellites have >10X bandwidth of V2 and there’ll be >10X launched, which means >100X more bandwidth.

Also, altitude will be 350km vs 550km, so min latency can be cut in half.

Light travels 300km/ms in space, so physics round trip min latency drops to <5ms.

[T_p_tio 🎈 @Txp_RBI_Xctuxl]

"A man doesn't ask the mountain to be shorter"

[Citrini @citrini]

Local inference not looking so crazy anymore now that companies are revolting over token spend

[CryptoCondom @crypto_condom]

A lot of people have asked me what is my highest conviction stock pick. Stuff like $BB, $ABCL, $IOVA, $URA etc are all long term trades and have/will continue to do well with near term momentum and significant upside.

HOWEVER, my friends know: My #1 HTF pick is still $LPTH. Its a multiyear trade for generational wealth. If you havent read the DD, go read it on the research discord or follow @BussinBiotech for all the alpha. 🫡

[Peter H. Diamandis, MD @PeterDiamandis]

If you think SpaceX is a rocket company with an internet business, you're basically valuing Amazon on book sales in 2005.

[Shrimp Billionaire @fentanylbrownie]

The easiest way to transition from The Raped to The Rapist at a job is to aggressively follow up on emails. This is the behavior of the 4HL apex predator, and you should figure out which way your eyes are facing.

[Guy @nosilverv]

great moment in every optimizer’s life when he finally runs the EV calc on running EV calcs on everything, realizes the whole thing has been catastrophically negative EV, deletes the spreadsheet and goes outside

[Just Another Pod Guy @TMTLongShort]

The equation is fairly straightforward:

Competent employees x AI tokens = Accelerating business & market share gain

Incompetent employees x AI tokens = slop

Companies are now realizing they have a lot of shitty employees.

They aren’t going to permanently cut spend on tokens. They can’t afford to because of game theory.

So instead they will fire the employees they believe are incompetent to make room for higher token budgets for those that are competent.

Lots of orgs however have a managerial class that doesn’t optimize for share gain and winning in general.

Thats fine. A wave of startups and existing platforms who can effectively leverage AI to expand scope of their business will crush the incompetent at a rate that will leave analysts and managers dizzy.

Change is coming. Fast. And reflexively the faster the change the higher the panic the lower the ROI threshold the more revenue and capital accrues to the labs the faster the models improve. And so on.

[Neet @neet_sol]

Mom: "Move out"

Boss: "Work harder"

Blackjack dealer: "Welcome back sir"

[τop τick crypτo 📁 🤖🧠 @toptickcrypto]

“The memory trade can’t keep going because the hyperscalers can’t spend more than 100% of cash flow”

[Peter H. Diamandis, MD @PeterDiamandis]

Most people treat AI like a search engine with better grammar. The people changing the world treat it like a tireless cofounder who works 24 hours a day and never complains.

[Peter H. Diamandis, MD @PeterDiamandis]

We are not in a tech bubble. We are in a tech Big Bang. Expanding in every direction at once.

[🐧 @Pentosh1]

u dont get it tho. I am a believer in chasing bubbles. Why would i trade dead assets vs ones that move?

If you truly truly think this is a bubble which implies a long term top. then you think that that the 1-2 billion robots that haven't been built are priced in

that the energy that hasnt' been scaled is priced in before its even made

etc.

yes there will be volatility. but the projection is at least a 10 year buildout, with 5.6T in capex in the next 4 years, and then 5T a year after.

[🐧 @Pentosh1]

every day is the same as the last

asian stocks limit up, US stocks hit new all time highs, trump says Iran wants a deal so badly, the dumbest person you know is up another 10x on some "bottleneck" stock that his LLM told him to buy

[St. Wilding Gyres @wilding_gyres]

Retail investors buying the SpaceX IPO

[🐧 @Pentosh1]

$BB Im not a seller anywhere at least for the next year or two unless something crazy happens, but am a dip buyer. Last add was at $8 on top of the $5.79 buys as shared, and I will just continue to look for places to add a little more.

If we see a broader sell off in the market this month, then that will be the time for me. It's fun to watch, but outside of that not taking any actions.

I expect that a lot of people will have borrowed conviction and at various times that will get tested. But I'm more focused on what the company is becoming, and where that road leads vs a quick flip. I am saying this while price is up. I never advise chasing price either fwiw. And just look for good places to deploy along the way with enough patience on each end of the PA

[Elon Musk @elonmusk]

Yes