Cannon Johnson

Curious student of tech and finance, always seeking to expand my knowledge. Join me for honest commentary latest news and developments.

[Cannon Johnson @CannonCJohnson]

Portfolio Allocation for the start of 2024💼 🧵

$FCX ~ 2.6% ⛏️
One of my first stocks and best holdings, raw materials mining and mainly exiting now.

[Cannon Johnson @CannonCJohnson]

@JohnTinsman This isn’t a fair comparison without knowing the composition of the compute ie colosus 1 or 2, how many blackwells etc

[tobi lutke @tobi]

https://t.co/5MJ7u1VHwf

[Cannon Johnson @CannonCJohnson]

@budapp @ycombinator Can I try with my instagram?

[Cannon Johnson @CannonCJohnson]

@0xrwu Have Claude write a skill with safe commands. Borris said that in his explanation on how he uses CC

[Cannon Johnson @CannonCJohnson]

@Taiyelolu_mi @LinusEkenstam Turn it into an app and make an pregenant ai influencer market it

[Cannon Johnson @CannonCJohnson]

@bcherny How are we supposed to use these features if we get hit with rate limits almost right away?

[Cannon Johnson @CannonCJohnson]

@max4c_ @IanHailey @MartinShkreli @LambdaAPI @runpod Bandwidth speeds and customer support my pod was deleted randomly (hardware failure). I can deal with slower servers but not notifying customers when their work gets deleted is frustrating and I wish I didn’t find out when I logged in rather by you

[Cannon Johnson @CannonCJohnson]

@IanHailey @MartinShkreli @LambdaAPI @runpod Avoid run pod like the plague if ur serious about getting stuff done

[Cannon Johnson @CannonCJohnson]

@abhijitwt Ngl I do this sometimes too. Lazy habit I guess lol

[Cannon Johnson @CannonCJohnson]

@iamtrebuh @iamgdsa Kling motion control or wan animate are the top ones right now

[Cannon Johnson @CannonCJohnson]

@runpod not randomly deleting your customers uninterruptable instances with paying persistent storage would be nice WTF! can you guys make this right and fix this? :)

[Cannon Johnson @CannonCJohnson]

@seti_park Great technical explanation

[SETI Park @seti_park]

https://t.co/LTOxmpIj7q

[Cannon Johnson @CannonCJohnson]

@alexalbert__ As a fin analyst not in banking it’s not there yet. It needs the ability to work through multi workbooks and niche task such like evas without having to build full models

[Cannon Johnson @CannonCJohnson]

If your not paying attention you’ll miss the biggest pivot of the century

[Evan @StockMKTNewz]

WALMART WANTS IN QQQ?

Walmart $WMT just said it will be switching its listing over to the NASDAQ from the NYSE

[Cannon Johnson @CannonCJohnson]

@i2cjak Ain’t much but it’s honest work

[Robert Scoble @Scobleizer]

Jony Ive is having to eat his words, I learned from an industry leader last night who has inside connections to @OpenAI. Can't disclose who it is, but he says that OpenAI is readying a full court consumer products push including spatial computing glasses and phones.

Two things that he and @sama said they wouldn't do when they first announced their partnership.

They realize now that they were wrong, I was told, and as they build out their strategy, which leads to brain computer interfaces and robots, that having glasses and phones is the only way to get there.

Will @ElonMusk make the same corner turn? It has huge advantages with its dataset of the real world and simulators, er, Holodecks, er, world models.

Glasses make a lot of sense for Tesla and the tech that's coming next year will bring far more capable devices than what we've seen so far in about two years, or less.

This industry is about to get hyper competitive in consumer electronics when joined with Holodecks and virtual beings.

This is why the Virtual Dog is so important that I shared with you over the weekend. This is the future of all sorts of things. Not necessarily the character of the dog, but the technology underneath.

In two years everyone will see OpenAI as a consumer electronics products company, not just an LLM builder.

https://t.co/T63y8lUJ97

[Cannon Johnson @CannonCJohnson]

@tokenbender checked his channel 3 year break and drops this banger. Where's Zuck coming for this guy

[Cannon Johnson @CannonCJohnson]

@serialdotai @chesterzelaya This is to what I know the fastest triangle counting algorithm from my HPC nvidia HOF professor that’s stood the test of time.
https://t.co/mUAVkaY0mQ

[Cannon Johnson @CannonCJohnson]

@AskPerplexity @grok