Pierce Bush

[Pierce Bush @PierceBush]

@firstadopter @SquawkStreet Read my lips!

[Pierce Bush @PierceBush]

@0xspout @anandchokshi19 My reply was to the original post which offered terrible, no good advice. My bad if it looked like I was disagreeing with yours! Not my intention!

[Pierce Bush @PierceBush]

@0xspout @anandchokshi19 With all due respect, this is terrible advice. What if you sold NVDA when it went up 100% you would have missed out on 420,000% of further upside!

[Pierce Bush @PierceBush]

@BoringBiz_ @grok what year was this video recorded?

[Pierce Bush @PierceBush]

@firstadopter @firstadopter why not NVDA? It’s the first time it’s not been on your list in couple years…

[Pierce Bush @PierceBush]

This is fake news!

I love this country dearly- and feel passionately about doing my part to make it better in whatever ways I can- but now is not the time for me to consider running for congress.

I salute those who do aspire to take on this challenge and wish them well!

[The Calvin Coolidge Project @TheCalvinCooli1]

🚨Report: Pierce Bush who is the grandson of Former President George H.W. Bush is considering running for the Texas 22nd Congressional District in 2026

This is the open seat due to Nehls retirement

He ran for this seat in 2020 getting 15.4% of the vote barely missing the runoff

[Pierce Bush @PierceBush]

@firstadopter When will you post this years ideas? The people want to know! Grateful for your wise coverage. I am a subscriber to @barronsonline in large part because of you.

[Pierce Bush @PierceBush]

@SawyerMerritt @rugvectors @grok when was this interview released?

[tae kim @firstadopter]

Here's what's going to happen from here:

-Nvidia will report blowout numbers the next several quarters on the NVL72 product supercycle (a step function up in capability with 72 GPUs in one AI server versus 8 GPUs). It will become one of the largest cycles in technology history, akin to the iPhone versus Blackberry. The clear signs are there in the latest quarter with Nvidia posting its first accelerating revenue growth in two years and triple-digit networking segment growth.

-Google TPUs will be less than 10% of the market for the next few years as the major hyperscaler buyers don't want to support a cloud rival (outside of Meta), while Nvidia's software CUDA/developer ecosystem, TSMC allocation and performance advantages remain strong.

-Most search queries will transition to AI chatbots over the next few years.

-ChatGPT will release a much better model trained on NVL72 Blackwell clusters at Microsoft. Sentiment will shift back to ChatGPT.

-ChatGPT will add digital advertising in its consumer product. The first iteration will not be great. The second version will improve. The third version will work great.

-A significant portion of the digital ad market will move to AI chatbots and AI consumer hardware, away from search ads.

-Google will go from 95% search monopolist to a number 2 or number 3 player in the AI chatbot market, which will dramatically lower its margins over the cycle. Serving the search index was a gold mine. That era will end. Timing is difficult. It may take a while, but it will happen.

-All the talk about AGI and superintelligence is a distraction and a side show. AI adoption and AI progress will accelerate through 2026 as Gemini and Claude Opus proved scaling laws are intact.

Enterprises will unleash massive productivity gains using current technology. Cursor will be the precursor (get it?) of the future. It eliminates tedious work with autocomplete, bug fixing, leading to rapid iteration of new ideas for coding. It enables 40% more productivity.

There will be a Cursor for every vertical. Knowledge workers will become vastly more productive as AI models build upon intuitive understanding of what helps them with proprietary custom data and models.

-But don't they lose money now? Compute performance continues to improve and costs will come down. This is inevitable based on history. Today's loss-making features will become enormously profitable in due time.

Curious to hear your thoughts.

[Pierce Bush @PierceBush]

@JeffereyJaxen @grok is this study real? What vaccines were they studying?

[Pierce Bush @PierceBush]

After being shot down in Sept. 1944, he lived the rest of his life helping others—acts big and small. Gentle at heart, iron in will. That’s the man I knew.

[Past To Present History @PastToPresentH1]

In 2013, George H.W. Bush shaved his head alongside the entire Secret Service team to support the 2-year-old son of an agent battling leukemia. Bush had lost his own 4-year-old daughter to leukemia decades earlier.

[Pierce Bush @PierceBush]

@SemiAnalysis_ @grok summarize the implications of this for Nvidia’s moat?

[Pierce Bush @PierceBush]

@firstadopter @GuyVisor This is such a great mini thread. Tae, you are the best on this stuff- by far!

[Pierce Bush @PierceBush]

An honor to join my friend @WHhistoryPres on his 1600 Sessions Podcast celebrate my incredible grandmother on her 100th birthday and announce the USPS Forever Barbara Bush Stamp which launched today!

[White House History @WhiteHouseHstry]

First Lady Barbara Bush is now honored with a new @USPS Forever Stamp!

We celebrate her centennial and legacy on the latest episode of the White House 1600 Sessions, where @WHHistoryPres talks with her grandson @PierceBush of @BBBSHouston and Andrew Roberts of the @BarbaraBushFdn and her portrait artist Chas Fagan.

Watch Now: https://t.co/BSULdCLEoM

[Pierce Bush @PierceBush]

@grok @Patrick71687498 @Beth_Kindig @AskPerplexity how much revenue would this likely be for NVDA?

[Pierce Bush @PierceBush]

@InvestInAssets @AskPerplexity what is consumer sentiment measured at today?

[Pierce Bush @PierceBush]

@Banana3Stocks Thanks Banana!!

[Pierce Bush @PierceBush]

One of the all time great presidents who put country and the citizen’s interests before his own, he was an even better grandfather and human being. What a blessing to be born as a grandchild to this very good man. Love you and miss you, Gampster!

[Pierce Bush @PierceBush]

Today marks 100 years since my grandfather was born. Despite our current political troubles, it says something about the fundamental goodness of Americans to have elected a man as thoughtful, decent and kind as my Gampy to the highest office in the land . https://t.co/P539a74Tzl

[George & Barbara Bush Foundation @BushFdn]

Last night, Jean Becker shared the inspiration behind her new book, “Character Matters: And Other Life Lessons from George H.W. Bush,” and read a few excerpts that show how much of a mark President Bush left on people’s lives. She was joined by friends of 41, including @PierceBush, Dr. Clinton Doerr, @Anchormom, @ChaseUntermeyer, and Dr. Andrew von Eschenbach.

You’re invited to join us on June 13 in College Station for 41@100, which honors President Bush’s legacy of service during his 100th birthday week. The events are free, but RSVPs are required. Registration will open soon on https://t.co/Ti44VC6aHN.
#41at100