Quest for Yield

Passionate about investing. All tweets are just opinions, not investment advice.

[Quest for Yield @QuestforYield]

Finalllly!!! So important

[OpenAI Developers @OpenAIDevs]

More of Codex is rolling out across Europe this week.

We’re bringing Computer use, the Codex Chrome extension, personalized memory, and Chronicle to Codex users in the EEA, UK, and Switzerland.

https://t.co/tsriEswcyY

[Quest for Yield @QuestforYield]

Awesome

[Pietro Schirano @skirano]

I basically never write my own /goal anymore.

I ask Codex to write one for itself, and one for each agent it spawns.

Like this 👇

[Quest for Yield @QuestforYield]

Good news

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US oil prices crash below $81/barrel after Pakistan announces that the US and Iran have reached a peace deal.

[NXT EU @NXT4EU]

The US has started banning Europeans from using their latest AI models.

The EU needs sovereign models that compete, otherwise we will be cut off.

Mistral is perfectly positioned to deliver, European governments must choose it, and help it thrive with less burdensome rules.

[Quest for Yield @QuestforYield]

🤣🤣

[fejau @fejau_inc]

Crypto industry seeing AI getting rugged by the government

[BuccoCapital Bloke @buccocapital]

Anthropic rubs their nipples and begs to be regulated then whines and whines and whines and whines and whines when they get regulated. Pathetic. You don’t get to have it both ways. They should really be careful. Vibes are everything here and they look like idiots

[Quest for Yield @QuestforYield]

Genau!

[Matthias Fischbach @MMFischbach]

Das ist der letzte Weckruf für Europa.🚨

KI ist die zentrale Machtfrage der Zukunft. Wenn wir unsere Unabhängigkeit bewahren wollen, müssen wir Schlüsselindustrien um ASML/Zeiss vor Angriffen schützen und den AI-Act-Unsinn sowie planwirtschaftliche Energieeinsparziele streichen.

[Quest for Yield @QuestforYield]

Interesting

[BridgeMind @bridgemindai]

Fable 5 Medium is the best intelligence per dollar in AI right now.

It's not close.

New CursorBench results:

Fable 5 Medium: 69.8% at $8.27 per task
Opus 4.7 Max: 64.8% at $11.02
GPT 5.5 Extra High: 64.3% at $4.37

It beats Opus 4.7 Max and GPT 5.5 on score while costing 25% less than Opus.

And it finishes tasks in 47 steps instead of Opus's 96.

If you're vibe coding daily, Fable 5 Medium is the answer.

Top tier intelligence at a price you can actually run all day.

[Quest for Yield @QuestforYield]

Agreed

[Roy @usr_bin_roygbiv]

Hot take: They're not subsidized their margins are insane. They are just absolutely raping api customers. Anyone who has used deepseek or hosted anything and done the math on hardware/power costs knows this

[Quest for Yield @QuestforYield]

@grok what are the odds for that according to Polymarket and Kalshi?

[*Walter Bloomberg @DeItaone]

*ECB OFFICIALS SEE NEXT RATE HIKE POSSIBLE AS SOON AS JULY

[Quest for Yield @QuestforYield]

@TweetsOfSumit sadly true

[Quest for Yield @QuestforYield]

Finally, some good news for Europe.

[𝐀𝐆 @AGkorthos]

German robotics companies are starting to put Europe on the map for physical AI.

FT reports NEURA Robotics has secured $1.4B at a ~$7B valuation for humanoid and cognitive robotics.

Backing includes: Tether, Qualcomm, Amazon, Nvidia, Bosch, Schaeffler and the European Investment Bank.

According to the release, NEURA wants to scale humanoid robot production capacity from 6,000 units this year to tens of thousands next year, with a longer-term target of producing millions of AI-powered robotic arms and humanoids by 2030.

It also reports a >$1B order book for its robots, including humanoids.

NEURA is not the only German robotics capital story either.

Agile Robots is reportedly in talks to raise around $800M, with SoftBank discussing a $300M contribution, for a business spanning industrial arms, warehouse robots and humanoids. This surfaced June 2.

On the defence-autonomy side, Helsing was reported in May to be nearing a $1.2B round at an ~$18B valuation, while Stark was reported last week to be in talks to raise €300M at around €2.5B.

The structural reason is not hard to see: Germany has deep industrial automation, automotive supply chains, precision manufacturing and defence rearmament tailwinds.

[Quest for Yield @QuestforYield]

Stark!

[Trade Republic @traderepublic]

@MDividende12 Werden wir.

[Quest for Yield @QuestforYield]

Agreed!

[Patrick OShaughnessy @patrick_oshag]

If you zoom out, we are still so early

Alex Sacerdote has spent twenty years studying S-curves

He says AI is the biggest one, and it has barely started:

- "Hundreds of millions of people are using AI. They're just using AI 1.0, which is like a search engine on steroids."

- "Sundar Pichai said it's ten bips (.1%) of the knowledge workers of the world."

- "The enterprise application AI market is less than 1% penetrated."

- "So it's classic S curve where these are the tinkerers, and then it's gonna go to the early adopters, then it's gonna go to the early mainstream.

- "You're going to go from .1% to 1% to 5% to 15% percent in the next four years."

- "We're at ten basis points of people really using AI, and there's not enough compute in the world.

- "We have this infrastructure layer S-curve, which we think is 10% penetrated. We think it's still one of the best ways to play AI."

- "Marc Andreessen (@pmarca) said in the next four years, one thing he's sure of is there's not gonna be enough compute."

- "We've been lucky that we've had Internet 1.0, mobile, cloud, e-commerce, and now AI, which we can confidently say is the biggest, and all these things build upon one another."

- "The rewards are the highest, because we're talking about a market in the trillions –– we now think three to five."

- "But what's amazing about AI is you just, at least with consumers or even business, you just open up the browser and it's there.

- "We talk about S curves, we call this a backward L curve, just straight up."

image source: @damianplayer

[Quest for Yield @QuestforYield]

True lol

[RJC @RJCcapital]

Investing in 2026 is deciding which cartoon character you trust more

[Lisan al Gaib @scaling01]

insane jump in confirmed successes and praises by users

[Quest for Yield @QuestforYield]

Looking forward to what @OpenAI team has been cooking for tomorrow. First day will be big to counter the amazing model that @AnthropicAI released today

[Quest for Yield @QuestforYield]

Awesome!!!

[Sawyer Merritt @SawyerMerritt]

Countries in Europe that have approved @Tesla FSD (Supervised) so far:
• Belgium
• Netherlands
• Denmark
• Lithuania
• Estonia

~11% of all European countries have now approved FSD (Supervised), and quickly growing.

[Quest for Yield @QuestforYield]

Love the confidence coming from OpenAI

[Tibo @thsottiaux]

@robertcourson Feeling pretty good about things