Guillaume Couturas

@lampi_ai confidential AI agents automating your task.
Scout pre s/seed/A @SteelDAOxyz

[Guillaume Couturas @GCouturas]

nvidia futur is bright, AI, AR, mining, innovations, great investments & heavy barriers to entry

https://t.co/ceIljYWTPB.

[Dylan Patel @dylan522p]

OpenAI now just needs to sandbag the next model release
So the US doesn't export control them
So they gain massive market share
It's imperative that all the OAI employees don't vauge hype post their next model release as the greatest thing ever
Don't know if they are capable tho

[SemiAnalysis @SemiAnalysis_]

BREAKING NEWS: according to CloudFlare Radar Data, Agentic traffic has SURPASSED human traffic across the worldwide internet for HTML webpages.

[Guillaume Couturas @GCouturas]

@michelangelo_mv @HugoAmsellem @MikeMahlkow Now let's have a look to European bootstrap founders

[Guillaume Couturas @GCouturas]

No western infra were built for those turbo needs. Token, bot, EV, NRJ price demand will just keep climbing in correlation with automatisation and abundance promesses. Massive plans, regulations must get adopted around the world now to act on the madness to avoid disparities

[zerohedge @zerohedge]

The US Grid Wasn't Built For This https://t.co/u75voZoFvl

[Lampi AI @lampi_ai]

90% of Private Equity firms are playing with #AI.

The other 10% have embedded AI into their investment process and are and compounding EBITDA.

📍 In our latest article, we break down what’s actually happening inside #PrivateEquity firms.

https://t.co/sxKOBAgUyx
#AIforFinance

[Guillaume Couturas @GCouturas]

@StepFun_ai Almost open science congrats and thanks for the community

[Guillaume Couturas @GCouturas]

This

[sarah guo @saranormous]

there’s actually a whole raft of tech companies where if the founders are not AI wartime you should abandon ship real fast

[The Market Ear @themarketear]

No Inflation… Just don’t look at oil and commodities.
https://t.co/8kn1C520JB

[Guillaume Couturas @GCouturas]

Rare #PrivateEquity X AI agents insights from > 100 itws (LPs, CEO, GPs, ana1). Tip of the iceberg of live use cases.
New growth elements are spreading, pushing CoC further, challenging the industry with AI hybrid Fund.
Hence further polarizing players. 👇

[Lampi AI @lampi_ai]

90% of Private Equity firms are playing with #AI.

The other 10% have embedded AI into their investment process and are and compounding EBITDA.

📍 In our latest article, we break down what’s actually happening inside #PrivateEquity firms.

https://t.co/sxKOBAgUyx
#AIforFinance

[Guillaume Couturas @GCouturas]

@si_pbc Super interesting think out of the box reverse approach

[Chamath Palihapitiya @chamath]

Collectively, the amount of Billionaire wealth that has left California in the last month (!) is now in excess of $700B.

That means the $2T of California wealth they expected to tax is now down to $1.3T and falling quickly. I would not be surprised if 2026 ended with less than $1T of billionaire wealth in California and decades and hundreds of lawsuits.

A complete and total unforced error. Where was the Governor? Where are our leaders??

If they don’t kill this ballot initiative and entice those folks to come
back, the California budget will be massively upside down.

Only place to get the money is to cut waste, fraud and abuse or increase taxes on the middle class.

The latter is much simpler than the former.

[NYPrepper @nyprepper1]

⚠️⚠️⚠️⚠️⚠️⚠️⚠️PENTAGON PIZZA INDEX SUDDENLY SKYROCKETING!! 770% ABOVE NORMAL AT PAPA JOHNS NEAR THE PENTAGON!!

[Rohan Paul @rohanpaul_ai]

SEMI says global semiconductor equipment sales should keep rising, hitting about $145B in 2026 and about $156B in 2027, mainly pulled by AI-related chip spending.

Wafer fab equipment is the front-end stuff that builds chips on silicon wafers, so when new fabs and new leading-edge lines ramp, this segment dominates the total.

Test equipment is the gear that checks if chips work and meet speed and power targets.

[Guillaume Couturas @GCouturas]

🥇 Gold medal performance in OS

[DeepSeek @deepseek_ai]

🚀 Launching DeepSeek-V3.2 & DeepSeek-V3.2-Speciale — Reasoning-first models built for agents!

🔹 DeepSeek-V3.2: Official successor to V3.2-Exp. Now live on App, Web & API.
🔹 DeepSeek-V3.2-Speciale: Pushing the boundaries of reasoning capabilities. API-only for now.

📄 Tech report: https://t.co/7EyydyNuG0

1/n

[Toad Capital @rich_toad]

Two lines that will stay viral for a long time:

"May I meet you?"

"Geographically monogamous"

[Guillaume Couturas @GCouturas]

european vcs shooting the air rn

[Nikunj Kothari @nikunj]

There’s often a HUGE gap between a startups “launch” video and what actually exists.. don’t believe everything you see on X.

This gap and the amount of vaporware I see today even for “seed” startups is frankly disturbing.

But it works - I’ve seen VCs send term sheets based on just one video and vibes.

So as much as I think people are over the trend, it’ll continue till it works. And, with so much dry powder and seeds just being option calls, this can last a while.

[Guillaume Couturas @GCouturas]

no words...

[prayingforexits 🏴‍☠️ @mrexits]

You can’t even begin to imagine the things happening on LinkedIn rn

[Eddy Xu @eddybuild]

today, we’re open sourcing the largest egocentric dataset in history.

- 10,000 hours
- 2,153 factory workers
- 1,080,000,000 frames

the era of data scaling in robotics is here. (thread)

[Brian Armstrong @brian_armstrong]

lol this was fun - happened spontaneously when someone on our team dropped a link in the chat

[SemiAnalysis @SemiAnalysis_]

How to Kill 2 Monopolies with 1 Tool
Substrate X-Ray Lithography,
a New American Foundry,
$10k Logic Wafers

https://t.co/mMvW2jI6uy