Nour Moustafa

Head of AI & Innovation @ RedClay | Building at the intersection of AI x Power & Utilities | Founded Superbrews in my free time

[Nour Moustafa @ImNotNoir]

@suchenzang Am I this out of the loop? Why is hunter biden an option?

[Nour Moustafa @ImNotNoir]

@codyplof You’re using dispatch or the /remote-control command?

[Nour Moustafa @ImNotNoir]

In a not so distant future:
every time a human gets sick, AI will invent and test a custom cure for their exact ailment, for their exact DNA sequence.
Hyper-personalized healthcare at scale.
Fuck I’m so AGI-pilled rn.

[vittorio @IterIntellectus]

this is actually insane

> be tech guy in australia
> adopt cancer riddled rescue dog, months to live
> not_going_to_give_you_up.mp4
> pay $3,000 to sequence her tumor DNA
> feed it to ChatGPT and AlphaFold
> zero background in biology
> identify mutated proteins, match them to drug targets
> design a custom mRNA cancer vaccine from scratch
> genomics professor is “gobsmacked” that some puppy lover did this on his own
> need ethics approval to administer it
> red tape takes longer than designing the vaccine
> 3 months, finally approved
> drive 10 hours to get rosie her first injection
> tumor halves
> coat gets glossy again
> dog is alive and happy
> professor: “if we can do this for a dog, why aren’t we rolling this out to humans?”

one man with a chatbot, and $3,000 just outperformed the entire pharmaceutical discovery pipeline.

we are going to cure so many diseases.
I dont think people realize how good things are going to get

[Nour Moustafa @ImNotNoir]

@aleabitoreddit @jianfengou Is the IV expansion trade still viable or has the IV caught up now?

[Nour Moustafa @ImNotNoir]

@drewfallon12 Can you share a couple use cases? Struggling to find things I can do with openclaw vs claude code/cowork

[Nour Moustafa @ImNotNoir]

@aleabitoreddit @TheValueist Can you explain the trade like I’m 5 pls? No idea what vega is but trying to learn

[Nour Moustafa @ImNotNoir]

Agree that Copilot has a large market share in enterprise rn, but this mostly due to favorable licensing and tighter integrations with M365 products.

“Turning on” Copilot for an enterprise is just a couple button clicks and you automatically get it integrated with Teams, Excel, Outlook etc. where a typical enterprise worker spends a lot of their daily work time.

Great. Commendable onboarding.

That being said, Copilot as a product is far lagging behind what LLM products at the frontier can do. It’s like someone took a bootleg version of ChatGPT, neutered it by 50%, and released it. Not to even compare to harnesses enabling long-running tasks like Claude Code and Cowork.

Yes, Copilot has market share, but that’s due to being in the M365 ecosystem, not superior product.

tldr; it’s Microsoft’s race to lose…and they are not showing many signs they’re turning it around.

[Nour Moustafa @ImNotNoir]

Beautifully written.

FWIW I discovered you for the “alpha” on silver, stayed for the macro musings and philosophical takes.

Understand where the dawning sense of guilt/responsibility, but don’t be too hard on yourself. At the end of the day we are all fully capable adults who make our own decisions. When in pain, we also reflect.

Will be a happy paid subscriber for whatever you end up deciding on spinning off for investment advice.

This stranger on the internet is rooting for you 💪🏾.

[Nour Moustafa @ImNotNoir]

@abcampbell To the moon from here?

[Nour Moustafa @ImNotNoir]

@abcampbell I discovered your account last month and I’m blown away by how accurate your hyperstitions are proving to be…outside of campbellramble, anywhere else to read more of your thoughts?

[Nour Moustafa @ImNotNoir]

@Luigi1549898 @zephyr_z9 Can you explain the hedge a bit more pls?

[Nour Moustafa @ImNotNoir]

@TMTLongShort Can you link to the playbook pls kind sir??

[Nour Moustafa @ImNotNoir]

1. Inference is a lot cheaper than you think + will keep getting more efficient. We won’t be doing massive pre-training runs forever.

2. None of this matters for whoever reaches “powerful AI”/AGI-adjacent/whatever you want to call it. The amount of value they’ll be able to create+capture far exceeds today’s even on “lower” margins.

[Nour Moustafa @ImNotNoir]

@abcampbell What article is this from? Would love to read!

[Nour Moustafa @ImNotNoir]

@trq212 @IAmAaronYang Can you explain a bit more why agentic search vs RAG and how different it looks under the hood?

[Nour Moustafa @ImNotNoir]

@zephyr_z9 Is there really much more upside beyond the +1000% last year, or this is priced in already?

[Nour Moustafa @ImNotNoir]

@MaikemiC @KawzInvests What was the deleted post? 👀

[Nour Moustafa @ImNotNoir]

@zephyr_z9 New subscriber loving your stuff so far. Why pipe dream?