B

Tried playing pro tennis and ended up a Tech investor. Happy to help anyone trying to figure out their path so @ me or DM if you’ve got questions.

[B @Bijybij]

@AlexKolicich It was a Reddit trader gone wild. A smart dude but this was very good for market investors and avoids bubble behavior. He’ll be fine.

[B @Bijybij]

@MollySOShea Gotta get that inside info. Nice.

[B @Bijybij]

@HyperTechInvest it's so bearish to think we cannot and have not solved power by 2028. Demand will 100x and our efficiency according to experts will 1000x. This entire premise is so bearish to think we can't solve a simple "bottle neck"

[B @Bijybij]

@RHouseResearch expects were $75bn - all this is priced and disappointing. Terminal risk is increased. Stocks are up 5x in this space. Relax.

[B @Bijybij]

@vixi626 @sama cuck yourself.

[B @Bijybij]

@doomdayer @mukund this is pretty run of the mill pltr experience.

[B @Bijybij]

@nicbstme it's just product / product orgs. The separation between ANT and the field came from the virality of Claude Code + Cowork. They were then given all the compute they asked for. They paid up but OAI compute was not a moat - just an anchor to ORCL stock.

[ZenCap @kaizen_cap]

I don't see a world where semis can work if the hyperscalers do not. Big week for the ROIC and negative FCF crowd

[Bill Gurley @bgurley]

Here is Ford “distilling” Teslas and Chinese EVs.

[Boris Cherny @bcherny]

I talk to engineers at other companies every day and hear the same thing: one person is 10x'ing their output with Claude but the rest of the org hasn't caught up.

Watching teams adopt AI, I keep seeing the same 4 steps.

I mapped them out here: Steps of AI Adoption https://t.co/kQnRAUMKpP

[B @Bijybij]

@chamath @Benioff @satyanadella TBD if this was Karp and others showing the cards and admitting the threat or if pendulum has swung too fast toward frontiers. Going with the former given were like 6 months since opus moment

[ZenCap @kaizen_cap]

Skynet probability just increased so equity risk premium is higher. So…stocks should be down?

[Michael Dell 🇺🇸 @MichaelDell]

Today, on America’s 250th birthday, Susan and I are celebrating by giving $250 each to the first 25 million qualifying American children who sign up for their @InvestAmerica24 @TrumpAccounts.

This makes every child a shareholder in the greatest prosperity-creating engine the world has ever known — American capitalism. Through this public-private partnership, we’re giving the next generation a real stake in our economy and a path to the American Dream: education, a first home, starting a business, and building lasting wealth.

It unites us all in hope and optimism for every child’s future.

Happy 250th Birthday, America! 🇺🇸

https://t.co/Jd7nb98JDT

[@jason @Jason]

Claude and OpenAI are going to build Slack competitors natively into their products

[B @Bijybij]

@spenserskates @grok what is the context and root of this thread ?

[B @Bijybij]

@chamath Feels like many of the smartest people in the world focused on this problem will solve it within 2 years. Important to note Dario saying 80x usage growth y/y on Claude Q1 but "only" 9-10x revs .. SW and chips are growing in efficiency and I'd argue faster than the demand can

[B @Bijybij]

@Sunny_and_72 Crowdstrike had commented the best network architecture to protect against machine-speed agentic attacks is ZS and that they use it and resell it. Thought that was interesting and pretty important take at RSA.

[B @Bijybij]

@amir @Grok is this true?

[B @Bijybij]

@gokulr Exactly right - seeing this begin but will take a year or two to show up in renewals of contracts for the likes of FIG. Market maybe pretrading and could see some surprises but trend is real.

[B @Bijybij]

@RHouseResearch @SemiAnalysis_ think fair to say "we already knew this" but would also throw this back the other way and asy we also know a much better model exists on ANT side and very minimal switching happening to OAI. So in 90 days we could see spread favor ANT again. Oscillations seem to get worse for OAI