SizablyLong

Tech equities since ‘08. Many mistakes along the way.

Today's prototype is tomorrow's game changer

[SizablyLong @SizablyLong]

Siri is so bad that they didn’t even invite Apple to the AI lunch

[Mark Gurman @markgurman]

There's one major tech company not attending the White House AI lunch today.

[SizablyLong @SizablyLong]

@DanteTheDon Original video is awesome too, but the live performace was great!

[SizablyLong @SizablyLong]

Long hyperliquid:native

[jeff.hl @chameleon_jeff]

1/ Huge respect for Dragonfly continuing to invest in the bear market.

But I'm morally obliged to call out sketchy projects gaining momentum.

As a community we must preempt large scale implosions like #FTX or #LUNA that set the industry back years

Bitget may be the next FTX 🧵

[SizablyLong @SizablyLong]

@RobotaxiRadar Any word on if the cybercabs actively avoid potholes?

[SizablyLong @SizablyLong]

@TrustlessState Tesla FSD obviously

[Nate Geraci @NateGeraci]

Here’s how WSJ is framing Clarity Act failure…

Paints Coinbase CEO Brian Armstrong as being overly aggressive in negotiating, which impeded progress on the bill.

Also the usual talking points re: Trump ethics.

My take? Crypto didn’t blow its big moment. The banking industry & politicians in its pockets got their way. Let’s not overthink it.

[SizablyLong @SizablyLong]

@HormuzReport Is the “intelligence” they received just everyone and their brother tweeting about it for the last twelve hours?

[SizablyLong @SizablyLong]

@brian_armstrong 🫡

[SizablyLong @SizablyLong]

@GarrettBullish https://t.co/95BP1USqC2

[SizablyLong @SizablyLong]

@lookonchain @GarrettBullish Any chance this is a hedge?

[SizablyLong @SizablyLong]

@lookonchain @GarrettBullish Any chance this is a hedge?

[SizablyLong @SizablyLong]

@creatine_cycle I don’t know man…

[SizablyLong @SizablyLong]

Are Leopold and Situational Awareness about to get wrecked again??

[Options selling with Christian @optionscjp]

Weekend ai stocks on Hyperliquid

$NBIS - 5%
$IREN -6%
$MU -4.5%
$SNDK -3.5%
$NVDA -2.3%
$MRVL -4.3%
$AAOI -3.5%
$INTC -4%

[Palantir @PalantirTech]

At AIPCon 11, Palantir CEO Alex Karp breaks down why Palantir stands apart from the parasitic software industrial complex, what we refuse to build, and how Sovereign AI deepens our alignment with our partners.

[SizablyLong @SizablyLong]

@altcap This guy too?

[Evan Hubinger @EvanHub]

Jacob is correct here—we really do earnestly believe AI could kill all humans! I personally think it is >10% within the next decade. I believe Anthropic is trying its best, but we do not yet have a plan to solve alignment for superintelligence and are not clearly on track to.

[Eliano A Younes @eliano]

Karp was right, again

[SizablyLong @SizablyLong]

@mvanhorn Can you shoot me any invite link? It says you can have someone ask their agent for an invite. It would be very much appreciated!!🙏

[SizablyLong @SizablyLong]

Did $PLTR’s deal get clipped by $1.7B because Karp (rightfully) didn’t want to deal under the table with Lewandowski?!

@amitisinvesting @JackPrescottX @DeepValue47 @PLTRs_Palantir

[Yashar Ali 🐘 @yashar]

NEW

The Wall Street Journal has just published a new story about Corey Lewandowski’s corruption while he was a special government employee at DHS.

Lewandowski pitched a wealthy Gulf state to “hire me on the side,” offering help with issues under DHS jurisdiction, including visas.

After Palantir negotiated a $2.7 billion DHS agreement, the contract sat unsigned while Lewandowski repeatedly sought a private one-on-one meeting with CEO Alex Karp.

Karp and other Palantir officials were so uncomfortable with the circumstances that the meeting was canceled.

The agreement was ultimately reduced to $1 billion.

Full Story: https://t.co/o03L9FrQOE

[SizablyLong @SizablyLong]

@andyyy Any possibility this “big week” post is related? They launching this on Base??
https://t.co/yEowNO5iD8

[Cobie @cobie]

@OGDfarmer @inkonchain @base This baseapp post is not about this at all fwiw, it’s about something totally different which will be obvious later this week, but unfortunate timing (if I knew this laptop shit was happening this week I would’ve not planned something cool for the same week of course)

[SizablyLong @SizablyLong]

@CoinCritic99 @cburniske @blknoiz06 https://t.co/Cxcw7Sx1Wk

[Chris Burniske @cburniske]

OG $ZEC Thesis from @placeholdervc: https://t.co/0nWZ7hY0GZ

[SizablyLong @SizablyLong]

@alojoh They mastered production of low cost EVs decades ago? 🤔