Robotics likely won’t have a “chatGPT moment” until we’re well into the industrial ramp for the next gen of automation, meaning you’re getting a nice opportunity to be long improving fundamentals right now and the catalyst of widespread attention is still waiting in the wings.
Sentiment couldn't be worse, everyone is dying
Usually these are the times in which I'd get ready to buy a lot
But nowadays I'd have to worry about 5 Saylor ponzis 100 ETFs and get AI exploits while doing it
Seems like such a hassle, give back the simple times
$TSLA - TESLA'S FUTURE IS ROBOTICS, NOT CARS
J.P. Morgan upgraded Tesla to “neutral” from “underweight,” saying the stock’s value is increasingly tied to autonomous driving, robotics, AI, and software rather than near-term EV earnings. The bank raised its price target to $475 from $145, citing Tesla’s strong hardware-software integration and long-term growth potential. However, it warned that regulatory, safety, and execution risks remain significant.
Spent the last 2 years obsessively trying to understand where the robotics space is going.
US vs China dynamics, Tesla vs FigureAI, How I think about investing, etc
Continuing to share more. Requests welcome.
ZEC at $700: "Privacy is a human right. ZEC is the most egalitarian thing I've ever seen. It's insanely ambitious, and if it works, can really reshape the fabric of society"
ZEC at $550: "Why the fuck did I buy this shit"
Wow, this tweet went very viral!
I wanted share a possibly slightly improved version of the tweet in an "idea file". The idea of the idea file is that in this era of LLM agents, there is less of a point/need of sharing the specific code/app, you just share the idea, then the other person's agent customizes & builds it for your specific needs.
So here's the idea in a gist format: https://t.co/NlAfEJjtJV
You can give this to your agent and it can build you your own LLM wiki and guide you on how to use it etc. It's intentionally kept a little bit abstract/vague because there are so many directions to take this in. And ofc, people can adjust the idea or contribute their own in the Discussion which is cool.
My information consumption is now 1/4 X, 1/4 podcast interviews of the smartest practitioners, 1/4 talking to the leading AI models, and 1/4 reading old books. The opportunity cost of anything else is far too high, and rising daily.
'Monad sucks because my airdrop was too small' is such a retarded take it encapsulates crypto very well
Tech is tech, you're just mad you didn't get gifted more shit
Fair enough but don't pretend to be all intellectual
I'm down to hate if the thing sucks upon launch, not before
Havent traded any meaningful size since 10/10, confidence cannot be rebuilt a week after the most insane liq event we saw in our industry’s history
Its not about being a bear or a bull its about reading the room lads
The fact the top 50 altcoins index is lower than post FTX crash levels is very telling about the state of the market, 2021 was our dotcom bubble and all those useless altcoins need to reprice much lower before we see fresh roots grow again
Nobody believes in Monad, XPL, Aster or Meteora the way ppl used to believe in AVAX, ATOM or LUNA and when everyone is here to only make money there is no sustained passive bid, nobody gets rich and the attention flywheel never reaches retail
The trenches were this cycles retail and they got obliterated, there is no new money and if anything new was here it got raped a week ago trying to play leverage
Read the room, the market doesnt care if you didnt make it yet or if you did, trade what you see and not what you hope
Whatever your position right now you should be playing defense when all the market does is rape everyone
The weird lore of Machi Big Brother:
•teenage years spent obsessed with hip-hop and American culture
•forms L.A. Boyz in 1991 with his brother and cousin
•becomes one of the first Mandarin rap groups ever
•sells hundreds of thousands of albums, tours Asia, appears in LA Times
late 90s: music fades, ambition doesn’t
•launches MACHI Entertainment under Warner Music
•produces for Jay Chou and Jolin Tsai
•builds a whole urban-music empire in Asia
2000s: turns to tech
•founds TheOne Technology Group and merges it in a $60M deal
•by 2015 launches 17Live, Asia’s top live-stream app
•IPO plans in New York fail after investor disputes
•sells his shares and looks for the next frontier
2017: discovers crypto
•launches Mithril (MITH), a “social mining” project that pays users in tokens
•raises $13M but price collapses 80% within months
•joins Formosa Financial as advisor, raises 44,000 ETH (~$37M)
•22,000 ETH later disappear from the treasury, never recovered
2020: enters DeFi
•forks Compound and creates Cream Finance
•protocol suffers multiple exploits, $192M+ drained
•launches a wave of forks: Mith Cash, Wifey Finance, Typhoon Cash
•most die within weeks
2021-2023: goes all-in on NFTs
•becomes one of the biggest BAYC whales
•holds more than 200 apes, worth over $9M
•later dumps 1,000+ NFTs in two days, crashing floor prices
•community calls it “the Machi dump”
2022: ZachXBT publishes investigation
•accuses him of embezzling 22,000 ETH and running over ten failed projects
•Machi sues for defamation in Texas
•the case ends quietly after edits to the article, no damages, no verdict
2024: launches memecoin Boba Oppa on Solana
•raises over $40M from presale hype
•price falls 74% in a month
•blamed for another “soft rug”
2025: trades aggressively on Hyperliquid
•opens 15–25x longs on ETH, PUMP, and HYPE
•loses over $53M in a few months
•still buying new memes daily, claiming “degens never die”
today: holds around $759k in tokens and 201 BAYCs
the man who built, lost, sued, and still refuses to log off