Nick

Venture capital. Value investing. Technology. USC Marshall MBA. Recovering CFA. I tweet about VC, stocks, and all things finance. Europe born.

[Nick @NickTheStoic]

You need to drink more. 14 drinks per week reduces life expectancy by only 6 months.

[Zach Abrams @zcabrams]

derek thompsons recent article inspired me to read more about alcohol

im shocked by the est impact vs current narrative

for instance, 7-14 drinks per wk reduces life expectancy by only 6 mos (!!)

moreover, the negative effect is possibly offset by gains from deeper friendships

[Nick @NickTheStoic]

Germany looks overpopulated to me

[Xavi Ruiz @xruiztru]

Map shows the Population Density of Europe, around the year 1600.

[Nick @NickTheStoic]

@xruiztru Germany looks overpopulated to me

[Nick @NickTheStoic]

@archivespirit No AC? 🥵

[Nick @NickTheStoic]

they created snowcrash

[Amir Zamir @zamir_ar]

Turns out it's possible to generate videos that maximally excite an arbitrary brain region using a simple search-based algorithm. It's a fully computational approach, so it's another way to speculate what a brain region represents, alongside other neuroscientific methods.

Select an arbitrary brain region->algorithmically generate a video that jacks it up. See the visuals on the webpage https://t.co/UzKyN8MHda

In silico (for now)

[Elon Musk @elonmusk]

I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.

And I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.

Tesla open sourced its patents and we made the Supercharger network available to all competitors, even though we could have made it a walled garden.

SpaceX launches competing satellite systems with no increase in price or use of unfair terms.

Even my worst enemies can attack me on this platform.

…

[Nick @NickTheStoic]

lololol

[Andrew Curran @AndrewCurran_]

The AI 2027 team has written a new scenario, AI 2040.

[Chris Miller @crmiller1]

Fun podcast on the critical chemicals needed to make chips and the strategic ramifications of China's growing production of key chemicals--and rising Western dependence, with @jordanschneider https://t.co/PQjBKgUSJV

[sophie @netcapgirl]

“the us dollar isn’t even backed by anything”

what the us dollar is backed by:

[Nick @NickTheStoic]

@localsweety shotgunning a beer

[Nick @NickTheStoic]

looking at the fiasco that meta ai is, i’m thinking lucy guo was the smartest person at scale ai

[Nick Levine @status_effects]

The Economist: "Talkie, a model trained only on text from before 1931, thinks God is extremely important and is “very proud to be a citizen of Great Britain”. It is a bigger believer in law and order than any frontier model we tested."

[Nick @NickTheStoic]

zuck has been chasing trends half-committed, half-looking for the next big thing, fully incapable to execute. he should go back to staying lean and just buy back a lot of shares

[First Squawk @FirstSquawk]

META: ZUCKERBERG SAYS AI PROGRESS HAS BEEN SLOWER THAN EXPECTED

• ZUCKERBERG SAID AI AGENT DEVELOPMENT HAS NOT ACCELERATED AS EXPECTED OVER THE PAST FOUR MONTHS

• SAID META'S 2026 REORGANIZATION "WASN'T AS CLEAN AS IT COULD HAVE BEEN"

• TOP EXECUTIVES WERE CONCERNED EARLY IN 2026 THAT META WAS NOT MOVING FAST ENOUGH ON AI

• SAID THE COMPANY'S REORGANIZATION BETS HAVE NOT YET DELIVERED THE EXPECTED RESULTS

• REMAINS CONFIDENT THAT LONG-TERM TRENDS STILL SUPPORT META'S REORGANIZATION STRATEGY

[ℏεsam @Hesamation]

Fable 5 isn't nerfed, it's SLAUGHTERED.

the problem isn't even the model itself, but the hard guardrails Anthropic has set in place.

[Citrini @citrini]

Regardless of whether this prediction comes true in the specifics, it’s almost certain that it comes true in the broad sense. DRAM prices are not going to keep going up the way they have without a significant incentive to use it more efficiently.

You need to be an extremely firm believer in Jevon’s Paradox as it applies to memory to remain long the OEMs here, otherwise it is essentially a bet that’s short innovation out of necessity.

[LiorLefineder @lefineder]

"This book was seminal 30 years ago but the field has since moved on from it to less accurate conclusions."

[Nick @NickTheStoic]

The Fed declared the 4th branch is a very good thing

[Nick @NickTheStoic]

@dylan522p you mean you talk to yourself?

[Nick @NickTheStoic]

I think Trump regime changed Iran and now they are on the grift

[First Squawk @FirstSquawk]

U.S. AND IRAN AGREE TO HALT STRIKES, SET TO HOLD TALKS LATER THIS WEEK – AXIOS, CITING U.S. OFFICIALS

[Sam Altman @sama]

Good new first: Sol is a smart, efficient, and a significant step forward. It is the same price as GPT-5.5. Also launching in the GPT-5.6 family is Terra, with 5.5-level performance at half the price.

Bad news: at the request of the US government, it is launching today in limited preview instead of the open access launch we were planning on. We are working with the government to get to general availability as fast as we can.

I think it is quite reasonable to roll out models--especially as they reach significant new levels of capability--in this way. It fits with our long-held strategy of iterative deployment. But this isn't quite the process that we think is optimal.

Now we will with the government to attempt to get to a transparent, reliable process for early access, and to ensure that as long as our safeguards work as intended we can release widely. We want to be a reliable, dependable partner that works with all stakeholders, and we also want to live by our mission of benefiting all of humanity. I believe the government shares most of our goals, and that they are overall doing a good job in a very difficult situation.

We will work as quickly as we can to get this model in your hands and we hope you will love it.