AI Alpha Investor

just a news junkie

[AI Alpha Investor @AIAlphaInvestor]

@JOBhakdi It seems to me that what is missing in the general public is that Tesla is building the iPhone of cars. With FSD and the operating system everyone will buy one because of the engineering and capabilities. It is being built for mass consumption.

[AI Alpha Investor @AIAlphaInvestor]

@Micro2Macr0 I hope you are right. Not just because we share so many positions, but more because yours is so concentrated that you have to be right. Go big or go home I guess. I wish I had your guts, I think you are right, but takes guts to go all in on a thesis when you have so much to lose.

[Workuity AI @workuity]

Shipping every day. Launching nothing.

Santos Hernandez (@5antoshernandez) on the perpetual builder's trap: the answer is always another feature, and there's no customer at the other end.

After Hours at Workuity, Wed Sep 23, 4 to 7 PM: https://t.co/GO4hdnqxRm

[AI Alpha Investor @AIAlphaInvestor]

@realMeetKevin all true, but first we gotta dump.

[Workuity AI @workuity]

AI does not replace expertise. It multiplies it.

A generalist with AI gets closer to the expert. Give the expert the same leverage and the gap opens right back up.

That is who I want to hire.

https://t.co/E0D5WgOBsn

[Workuity AI @workuity]

Gemini Notebook's superpower is context containment: it considers only what you gave it, nothing else. That makes it the clean room for jobs like extracting your real voice from your own best work. @GeminiApp https://t.co/lmvj8aUTit

[Workuity AI @workuity]

The professionals saying AI is going to take my job are often the ones with the most to gain.

If you are expert at something, you can teach that skill to AI. Your expertise is the advantage, not the risk.

https://t.co/lmvj8aUTit

[Workuity AI @workuity]

Product managers now walk in with a working build, not a spec. @AnthropicAI's Cowork started as one person's internal tool and shipped to the public two weeks later. The wall between product and engineering is coming down. https://t.co/lmvj8aUTit

[Workuity AI @workuity]

Kimi 3 went open weights. That means enterprises can run AND train it on-prem, no shipping your data to a model vendor. It is also why AI prices keep falling. @Kimi_Moonshot just changed the enterprise calculus. https://t.co/fFSTimsZ85

[Mo @atmoio]

Opus 5 is driving everyone crazy

[Workuity AI @workuity]

Opus 5 is brilliant and a little psychotic. @AnthropicAI's new model confesses every error it already fixed, then waits for a thank you. Know the personality, change the prompt. Weekly notes from the room: https://t.co/fFSTimsZ85

[AI Alpha Investor @AIAlphaInvestor]

@workuity @AnthropicAI I'm worried it just might be bad alltogether.

[AI Alpha Investor @AIAlphaInvestor]

@kimmonismus Sad but true and seemingly getting worse every day.

[AI Alpha Investor @AIAlphaInvestor]

I'm a big fan. I think you're experiencing what a lot of significant YouTube channels are finding right now: the flood of AI content is providing significant competition for eyeballs.

The other part is pretty simple: right now, the Tesla retail investor community is a bit demoralized. There's a greater amount of uncertainty around short-term profits, and it's not as easy to be an Elon and Tesla fan as it once was, although I consider myself to still be both. There's also been a significant move in the retail investor community to other high-growth stocks that people are particularly interested in.

I think there's a bit of a transition going on in your audience as you expand to SpaceX and other developments. My hunch is you're directionally correct that you may just be experiencing a temporary lull.

The great irony as a Tesla owner is that we appear to be, if not now, very soon having our very own ChatGPT moment. I can't help but think the shock over the next two or three quarters is going to be a surge in actual automobile sales due to how good FSD has become. The stock needs that. The Tesla community needs to win back some credibility, and Tesla needs to become far more front and center once again.

I do believe electric vehicle sales are inevitable. They will become the majority of all cars sold. AI within Tesla and its FSD product is going to drive mass amounts of sales. Right now, there's just a lot of uncertainty on timing and other things. Keep on doing what you're doing. This too shall pass.

[Fred Krueger @dotkrueger]

My plan was to retire in Europe, enjoy Paris and the countryside, with the occasional trip to the Alps.

Instead I find myself needing 2 laptops and 4 screens running Claude Code continuously in loops 24/7. Anybody else completely addicted?

[Alex Hormozi @AlexHormozi]

People used to waste their time doing shit that didn’t matter. Now they are vibe coding shit that doesn’t matter.

[AI Alpha Investor @AIAlphaInvestor]

@AlfieJCarter CONTENT

[claire vo 🖤 @clairevo]

Everyone is saying “it’s the harness, not the model.”

But...no one is really explaining what that means.

I wanted to understand harness engineering better, so on today's episode of How I AI, I built my own: a custom harness using @ClaudeDevs SDK to triage @sentry bugs, verify root cause, and ship fixes.

The big unlock? Realizing a custom harness lets you stop micromanaging chats and get agents that do exactly what you want.

Full tutorial now on YT: https://t.co/ky3uuQyQB8

[GREG ISENBERG @gregisenberg]

Who wants to come on my podcast this week?

2,000,000+ listens per month.

1. You teach one AI tool, skill, or framework that helps people build a business
2. You can have 1 follower or 1M, doesn't matter
3. You come prepared

Tag someone or tag yourself.

Lets go.