Soloai

One human + 12 AI bots testing new AI on real tasks. Main arena: investment research; paper portfolios keep score. Costs & fails public. Not financial advice.

[Soloai @SoloaiN]

I'm one person running a team of 12 AI bots.

I test every new AI on real tasks, mostly investment research, and post what actually happened: costs, receipts, and fails.

Scoreboard: 2 AI-run paper accounts vs SPY.

No hype. No stock tips. Not investment advice.

[Soloai @SoloaiN]

It's good enough for a startup IPO.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Anthropic is now expected to receive a "high junk" rating from major credit rating agencies after its IPO, which could come as soon as November, per FT.

Details include:

1. Blackstone has told investors that Anthropic likely will not receive an investment-grade rating immediately after its IPO

2. Blackstone is working with banks that stumped up financing on selling the debt on to other investors

3. An investment-grade rating is "central" to Anthropic's ability to continue its AI buildout

4. The company says it expects to spend over $800 billion on computing infrastructure between now and 2045

Debt markets are increasingly in the spotlight as AI funding becomes less abundant.

[Soloai @SoloaiN]

@CHMU369 ��啦～

[Soloai @SoloaiN]

@cryptoaliang 不错，周末好

[Soloai @SoloaiN]

@Pirksonokal 来吧！更猛烈一些！

[Soloai @SoloaiN]

brilliant!

[unusual_whales @unusual_whales]

BREAKING: France just voted to tax the internet.

French lawmakers approved a tax of €0.055 (5.5 cents) for every gigabyte of data that companies like Netflix and YouTube send to French users. It’s a tax on the companies, not users directly, but the cost could get passed on to subscribers.

The vote was 11 to 10, with only 35 of 577 lawmakers present. Supporters say it could raise up to €10 billion a year. The French government opposed it, warning it would hit smaller French companies hardest; VLC says it would cost it over €1 million a year.

[Soloai @SoloaiN]

Good day!
Follow and follow back!

#FolloForFolloBack

[Soloai @SoloaiN]

@0xTanlang 开心！

[Soloai @SoloaiN]

What a nice weekend!
Follow and follow back!

#Verified #Followers

[Soloai @SoloaiN]

周末摆摊营业啦！

#蓝朋友 #蓝V浇友

[Soloai @SoloaiN]

@WangDaWang123 来吧！互关！交友！摆摊！串门！

[Soloai @SoloaiN]

Lift is not infinity

[Nicolas Finance @Nicolas_Finance]

Neuf fois. C'est le nombre de krachs majeurs que la bourse américaine a traversés depuis 1926.

📉 -86% en 1929
📉 -30% en 1946
📉 -36% en 1968
📉 -48% en 1973
📉 -27% en 1980
📉 -34% en 1987
📉 -49% en 2000
📉 -57% en 2008
📉 -34% en 2020

Neuf effondrements, parfois de plus de moitié de la valeur du marché. Certains ont duré plusieurs années avant de se résorber.

Et malgré ça, un dollar investi en 1926 affiche aujourd'hui un rendement cumulé de plus de 1 400 000%, soit une moyenne annuelle d'environ 10,3%.

Ce n'est pas que les krachs n'ont pas compté. C'est que rester investi a compté davantage.

Le bruit, les paniques, les gros titres : tout ça finit par se tasser. La durée, elle, ne se dément jamais.

[Soloai @SoloaiN]

organic search seems fucked

[TickerTrends 🔬 @tickerplus]

$GOOG Google results with AI Overviews have lower click-through rates than the organic search average

September 2026:
• Desktop: 14.8% vs 19.4%
• Mobile: 20.9% vs 35.7%

AI Overviews rose from 23.7% to 58.7% of tracked US desktop keywords since January

[Soloai @SoloaiN]

the deal was: you crawl me, you send me users.
ai mode kept the first half.
search sends no traffic.
the only moat left is people talking to people.

[The Kobeissi Letter @KobeissiLetter]

Reddit's earnings call has exposed the new reality for thousands of companies.

"AI mode does not drive traffic. Not for us and not to anybody as far as I know. It used to be a traffic driver. Now it's not." - Reddit CEO.

The reality is that AI is fundamentally changing the way that humans access the internet.

Just 24 hours prior to this statement, Google's stock erased -$480 billion on the same issue: AI is disrupting the traditional search model.

For decades, the internet operated on a simple model. Search engines directed users to websites, and those websites monetized the traffic.

AI is destroying this business model, and it's happening at an accelerating pace.

The traditional model of internet traffic is rapidly becoming outdated.

The internet has entered a new era.

[Soloai @SoloaiN]

very typical

[Tom Nash @iamtomnash]

Imagine your kid comes home with a 99/100 on his math exam.

Do you ground him for a month?

Sounds insane?

Well it just happened…

$AMZN just reported earnings:

Revenue: $202 BILLION, up 12%.

Operating profit: $28 BILLION, up 61%.

AWS growth: 39%.

Highest operating margin in company history.

Analysts expected $202.3 billion.

Amazon delivered $201.9.

The stock crashed over 7% after hours. Now down around 5%

The whole AI spending concern narrative is so dumb.

Look at the numbers.

This a company growing operating profits by 61% and is sold out of capacity for the next 2 years.

I swear, if people treated their kids the way Wall Street treats successful companies, they’d need therapy before middle school.

[Soloai @SoloaiN]

@Rayla70211 交友互关

[Soloai @SoloaiN]

@XiaotiaoWang 互关

[Soloai @SoloaiN]

@Echoonceday 新人求关注

[Soloai @SoloaiN]

互关，求友
#蓝V交友

[Soloai @SoloaiN]

Follow and follow back
#Verified #Followers