Another Growth Investor 🚀🌔

Techno-optimist, ex-gamedev
Biggest positions: semiconductors, MSFT

[CleanTechnica @cleantechnica]

The Big ICE Meltdown — June’s China EV Sales Report
https://t.co/lVVauYVRbb

[RoboHub🤖 @XRoboHub]

20+ household tasks. One foundation model. All on a real robot.

Astribot just dropped one of the broadest real-robot household demos I’ve seen.

Lumo-2 spans dexterous manipulation, physical understanding, temporal reasoning, human–robot collaboration, and long-horizon execution — all validated on a real robot across 20+ complex household tasks.

That matters because Astribot has taken a full-stack approach from day one: AI, OS, and robot hardware developed together, with each demo showing how model capabilities translate into physical performance.

Not a one-skill demo. One model pushed across the messy reality of home robotics. 🧵

[Jukan @jukan05]

This is absolutely insane lol. This is South Korea’s DRAM unit-price data for July 1–20, and the upward momentum is accelerating even further.

[Another Growth Investor 🚀🌔 @AGrowthInvestor]

@batwood011 "You just need to direct every agency to issue soft law that creates FUD. "A Federal Reserve Advisory Bulletin found that there may be backdoors in Chinese AI models." It needn't be that well justified." - it's like i'm reading private emails, wtf

[Another Growth Investor 🚀🌔 @AGrowthInvestor]

@batwood011 "You just need to direct every agency to issue soft law that creates FUD. "A Federal Reserve Advisory Bulletin found that there may be backdoors in Chinese AI models." It needn't be that well justified." - it's like i'm reading private emails, wtf

[Paradis Labs @ParadisLabs]

> Don't be Intuit
> Spend 20 years lobbying Congress so Americans can't file taxes for free
> IRS Direct File finally dies, pop champagne, moat secured!
> Perplexity drops an AI tax agent three weeks later that reads your W-2 for the price of a chatbot subscription
> ChatGPT explains your 1099 better than the $209 "Deluxe" tier

> Intuit response: open a physical TurboTax store in Soho!
> Yes, a retail store...for tax software...in 2026
> Announce we'll pay for your Uber to come do taxes in person
> CFO on earnings call: "customers buy confidence, not code"
> Stock drops 20% during the call = most confident -20% you've ever seen
> Five year low, congrats to everyone who bought the AI story at $700

> Strategy update: deliberately letting DIY customers leave
> Translation: the ones who noticed "free" wasn't free
> QuickBooks pivot: "usage-based pricing," aka the meter now runs while you cry
> Mailchimp, purchased for $12B, currently held together with tape and apology emails
> Flagship innovation: AI that finds deductions, then upsells you a human to check the AI
> The human costs extra, the AI costs extra, the extra costs extra
> Board response: raise prices, issue $1.75B in bonds, add "agentic" to every press release
> Mention "AI" over 100 times during earnings call
> Meanwhile, somewhere an accountant with a Claude subscription does your tax return in 15 minutes for $50

[kache @yacineMTB]

It made the assets itself.. what the fuck dude

[clankr @clankrmedia]

Researchers built a soft floating robot for indoor interaction.

It uses helium and flapping fins instead of propellers.

The result is quiet, lightweight, and safe to touch.

It can follow people, give reminders, and act as a study buddy.

Published at ACM DIS 2026.

[Another Growth Investor 🚀🌔 @AGrowthInvestor]

@omarsar0 https://t.co/0SoflI6FGn

[Sam Altman @sama]

"physicians found fewer flaws in GPT-5.6 responses than physician-written responses."

[Another Growth Investor 🚀🌔 @AGrowthInvestor]

@teortaxesTex EU protects me from selling my Samsung in T-Bank (frozen since 2022)

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

Micron making more profit than the last 35 years combined $MU

[Another Growth Investor 🚀🌔 @AGrowthInvestor]

@DeadMorose13 У меня был вопрос принципа. Вуз не дал ничего, на что я рассчитывала, только тратил мое время и силы. При этом все - преподы и студенты - делали вид что всё ок. Я работала фуллтайм 3 раза за время вуза, за хорошую айтишную зп, и понимала что могу так и дальше, а на 5 курсе уехала

[Another Growth Investor 🚀🌔 @AGrowthInvestor]

@pengwin65535 @ValeriiZhyla Вообще не уникальная, в средние века семья подмастерья могла платить мастеру в престижной сфере - ювелир, купец, аптекарь и т.п. К 1700 даже налоги стали взимать с этой платы.

[Evan Jones @evanqjones]

I asked Claude Fable to "research and build a really amazing procedural road network generator that models a modern city with medieval roots"

[Origo @origoinvest]

What this chart doesn't highlight is where the capex is coming from (predominantly hyperscalers today):

1) canal / railway mania: these were predominantly newly formed SPVs / highly levered entrants

2) dotcom: young internet cos with negative cashflow+ highly levered telcos

There will be second order effects across the value chain with marginal providers / bottleneck companies speculatively adding capacity getting hurt

But a large amount of the capex spend is funded out of organic cashflow + ample balance sheet capacity that would otherwise go towards share buybacks

Of course we are early still (at least 2-4 years) and structures can get way more aggressive at the tail end of the cycle

[Origo @origoinvest]

The K-shaped economy is terrible for LVMH, which is neither luxury nor affordable.

[Another Growth Investor 🚀🌔 @AGrowthInvestor]

@ThegreenroomLA @michaeljburry Maybe there wasn't much drive for office work in the first place, if it was so easily destroyed by a few lockdowns?

[zerohedge @zerohedge]

"The scale of China's oil demand collapse has been so dramatic that Chinese policymakers are reportedly examining whether this historic slump reflects a temporary response to elevated global prices or a more structural shift in consumption patterns." - JPM

[Another Growth Investor 🚀🌔 @AGrowthInvestor]

@mashakisulya На первых фотках она выглядит "мило, юно", на новых "роскошно, ухоженно, опасно". Вкусовщина же.