Cam Mackintosh

Lefty. Make Something Wonderful.

[Cam Mackintosh @RelativInvestor]

@pra6in That's right, king

[Cam Mackintosh @RelativInvestor]

🤔

[Degenerate Capital @DegenCap0391]

@HedgeyeComm Its not psychosis — its alignment.

[Cam Mackintosh @RelativInvestor]

@SmokeySnipe

[Cam Mackintosh @RelativInvestor]

@eventuallyright COO agrees -https://t.co/QU4Z1g5lAh

[Cam Mackintosh @RelativInvestor]

@eventuallyright Valez is a killer - @CapexAndChill doing good research on $NU

[Cam Mackintosh @RelativInvestor]

@nanalyzetweets @CapexAndChill does quality research - many accounts I'd attack before him

[Cam Mackintosh @RelativInvestor]

@MenteeBot @liorwolf https://t.co/7hNEUDiSQH

[Mobileye @Mobileye]

Mobileye’s next chapter in Physical AI is about turning advanced intelligence into robust, useful and economically viable systems in the real world. Humanoid robotics brings that challenge into a new domain.

In an exclusive interview with @IZONmedia, @liorwolf, EVP of Humanoids at Mobileye, explains why Mentee by Mobileye bet on simulation from day one, why it develops hardware and software together to help learned skills transfer reliably into the real world, and what it will take to build a truly general-purpose robot.

He also discusses how Mentee’s startup speed and vertically integrated approach can combine with Mobileye’s experience in productization, supply chain and commercial scale.

Read the full interview here:
https://t.co/NdepEEMFYg

[Cam Mackintosh @RelativInvestor]

$MBLY - you're essentially getting @MenteeBot for free and they are a legit player (@liorwolf and team are no scrubs) with synergies from the legacy ADAS.

One of the best risk/rewards available in the market

[P Equity Research 📰 @pequityresearch]

J.P. Morgan: Humanoids

U.S. humanoid demand is outpacing the production capacity every year and the gap continues to grow larger.

From 18,886 units in 2026E to 531,471 units in 2030E.

[Cam Mackintosh @RelativInvestor]

@eventuallyright I'll raise you a fully vertically integrated player that the market is attributing $0 to their robotics division
https://t.co/rT5O6LM3mx

[Cam Mackintosh @RelativInvestor]

$MBLY - you're essentially getting @MenteeBot for free and they are a legit player (@liorwolf and team are no scrubs) with synergies from the legacy ADAS.

One of the best risk/rewards available in the market

[Cam Mackintosh @RelativInvestor]

@HiddenGemsInves $FLOC would be up there - focus on production phase (instead of drilling) stabilizes revenue. Check it out https://t.co/EJPYnw1cwe

[Denis Yarats @denisyarats]

at perplexity we are really excited about multi-agent collaboration! we recently explored a simple instantiation of this with advisor escalation from a local model to a remote frontier model, where we showed it can significantly boost the local model's performance.

an alternative way i like to think about this: the local model becomes a **gateway** to remote models. its main job is to preprocess all the raw tokens, package them into fewer, more information-dense tokens, and send only those to the server. this preprocessing has several advantages: it reduces cost and latency, enables personalization, and allows privacy controls. already such approaches can save 50% of tokens, but imagine a future where 90%+ of tokens are processed locally and only 10% are sent to the server for the last-mile hardest reasoning. that is a 10x cost reduction and a much more pleasant UX due to low latency.

training such a multi-agent system is not an easy problem and still requires a lot of research in multi-agent RL, but we are making good progress and actively hiring for this. if this sounds interesting please DM me

[Cam Mackintosh @RelativInvestor]

The why is more important than the what

[Relativity Invest @Relativity_inv]

Raia (Relativity's AI Analyst) can now read all earnings transcripts. One of our favorite use cases is to go to the financials page and use Raia to bring the numbers to life.

The why behind the numbers is arguably more important than the numbers themselves.

Dig deeper with Raia. $OUST @eventuallyright

[Nikita Bier @nikitabier]

With cancer vaccines now being discovered with AI ($MRNA), it seems that the US government might actually grow its way out of its budget deficit.

It feels like we're in the early innings of the healthcare system becoming unburdened by many terminal illnesses.

[Cam Mackintosh @RelativInvestor]

@JerryCap Re $ARX I’m also upset - although will take a fairly quick easy win

[Cam Mackintosh @RelativInvestor]

Appreciate the thoughtful analysis - couple things I'm thinking about here (no position):
1. Seems like TTD overplayed their hand with ad agencies (certainly didn't "delight" their customers). Especially tough given ROI much harder to measure relative to walled gardens. How do they regain this trust?
2. Internally the company is a dumpster fire - whole C-Suite has turned over in last few years - cultural turnarounds are harder than business turnarounds
3. More generally - tough to invest in a share loser without a clear path to regaining share
https://t.co/xFvioiLvVH
4. Maybe a hail mary on an OAI takeout given Jacobsen still on the board after leaving as CSO and now leading partnerships at OAI

[Cam Mackintosh @RelativInvestor]

Never invest in a market share loser unless there is a clear path to regaining share $TTD

[Cam Mackintosh @RelativInvestor]

Never invest in a market share loser unless there is a clear path to regaining share $TTD

[Cam Mackintosh @RelativInvestor]

@TheLAPurchaser Interests aren't aligned enough 😂

[Cam Mackintosh @RelativInvestor]

@VivekGa00692250 @OnodaCapital This is quite possibly the highest leverage form of work that could be done

[Relativity Invest @Relativity_inv]

When you invest in a company, you are really investing in a group of people. Relativity - powered by Sentinel (our in-house data & analytics engine) - provides the most comprehensive data and insights available on these people for over 5,000 domestic and foreign companies.

Making better long-term investment decisions starts by finding the best people to partner with and then analyzing all of the opportunity costs - analyzing opportunities relative to each other.

As we enter the era of infinite leverage the best people become exponentially more valuable. Read below to find out more and try https://t.co/3sc4lkFzfK to find them.