Stuart Simpson

Dad, Husband, Money Manager.

[akemi nakamura 🍒 @aaakkmm]

イングランドの”wonderwall”合唱。今までで一番よく撮れてる。また女性キャスターが”wonderwall”が始まったので聞きましょうって言ってくれた🥹🥹🥹ベッカム親子も歌ってる

[Investment Wisdom @InvestingCanons]

Charlie Munger:

“The secret to life is easy because it's so simple:

You don’t have a lot of envy or resentment. You don’t overspend your income. You stay cheerful in spite of your troubles. You deal with reliable people and you do what you’re supposed to do.”

[Stuart Simpson @StuSimmo]

🐐🐐🐐

[Rugby on TNT Sports @rugbyontnt]

That's 11 wins in 11 matches for England 🔥

[Rugby on TNT Sports @rugbyontnt]

That's 11 wins in 11 matches for England 🔥

[Stuart Simpson @StuSimmo]

@bensmithrugby Clutching at straws.

[DogeDesigner @cb_doge]

Grok 4.1 summarized the conversation between Elon Musk and Jensen Huang at the US Saudi Investment Forum:

1. Elon Musk on Creation (not just disruption) and the coming age of abundance

Tesla pioneered compelling, affordable EVs (none existed when Tesla started) and slashed battery costs.

SpaceX invented reusable rockets because throwing away rockets makes space travel prohibitively expensive.

Tesla Optimus will be the world’s first truly useful humanoid robot. Everyone will want one (or many); industry will want millions.

Humanoid robots will become the single largest product category in history — bigger than smartphones or any prior product.

Long-term outcome (10–20+ years): AI + robotics will eliminate poverty globally. Work becomes optional (like choosing to grow your own vegetables for fun). Money itself eventually becomes irrelevant (only physical constraints — energy, atoms — remain).

2. Jensen Huang on the new computing paradigm: From retrieval to generation

Traditional computing was retrieval-based (pre-stored answers, databases, search).
Modern AI is generative: every output is unique, created in real time for each user and context (e.g., every Grok response is different).
This fundamental shift requires “AI factories” distributed worldwide to generate intelligence on demand — exactly what Saudi Arabia is now building (“oil refineries → AI refineries”).
AI is the new foundational infrastructure, like electricity or the internet.

3. Future of jobs and productivity

Elon: In the long run, jobs become optional — something you do for meaning or enjoyment, not necessity.
Jensen (near-term evidence):Radiology has been heavily AI-augmented for years; contrary to predictions, the number of radiologists has increased because AI handles image analysis, allowing doctors to see far more patients and make better diagnoses.
Most knowledge workers will become dramatically more productive → they will pursue more ideas, not less work.
Innovators (like Elon and Jensen themselves) will be busier than ever because AI removes friction from executing backlog ideas.

Historical precedent: every general-purpose technology (steam, electricity, computers, internet) has been massive net job and value creator.

4. Concrete Saudi innovations highlighted

Prof. Omar Yaghi (Saudi-American Nobel laureate in chemistry) used Nvidia-accelerated AI + Grok-like models to design metal-organic frameworks (MOFs) with 3.3 nm pores that pull water and CO₂ from air.

Another Saudi team created 500 × 1,000 nm “nanop” robots using AI-accelerated design + CRISPR to edit out sickle-cell disease genes.

Both breakthroughs were conceived decades ago but only became practical because AI accelerated discovery by orders of magnitude.

5. Major announcements
xAI + Saudi Arabia + Nvidia
xAI will build a 500 MW AI training/inference data center in the Kingdom

AWS partnership: starting 100 MW cluster with gigawatt-scale ambition.

Large-scale rollout of Nvidia Omniverse for digital-twin factories, robotics training, warehouse simulation, etc.

Supercomputers to simulate and control quantum computers (quantum error correction requires enormous classical compute).

6. AI in space — the ultimate scaling solution (Elon + Jensen)

To reach even a tiny fraction of a Kardashev Type II civilization (using >0.0001 % of the Sun’s energy), humanity must put solar-powered AI compute in space.

Earth receives only ~1 part in 2 billion of the Sun’s output; space gives essentially unlimited, continuous solar energy.

Cooling is radiative (no water needed), panels are lighter/cheaper (no glass or framing), no batteries required (always sunny).

Elon’s estimate: Within ~5 years, space-based AI compute will be cheaper than any terrestrial data center.

At hundreds of gigawatts or terawatt scale, terrestrial power generation and cooling become physically impossible (e.g., 300 GW continuous would already consume ~2/3 of total U.S. electricity production).

7. Final question: Is there an AI bubble? (Jensen)

No. Demand is structural and justified by three overlapping waves:End of Moore’s Law → entire industry shifting from CPUs to accelerated computing (6 years ago CPUs were 90 % of Top 500 supercomputers; today <15 %).

Hundreds of billions of dollars of traditional data-processing workloads (SQL, data frames, analytics) moving from CPUs to GPUs.

[Modern History @modernhistory]

tell me one

[Stuart Simpson @StuSimmo]

A track record that is the envy of all long-only fund managers.

[LifeNews.com @LifeNewsHQ]

BREAKING: Radical Abortion Activist Nancy Pelosi Will Finally Leave Congress https://t.co/kVAbJL7F6F

[Stuart Simpson @StuSimmo]

@RassieRugby Those spies always seem to find a way!

[Chirag | AI creator @DivineManhood]

Keanu Reeves once said:

"I’m at the stage in life where I stay out of arguments. Even if you say 1+1=5, you’re right. Have fun."

Here are 9 things I learned from him:

[Stuart Simpson @StuSimmo]

@JohannBiermann1 @pietviljoen #Blessed

[non aesthetic things @PicturesFoIder]

Two dudes in 2003, unaware they were making a legendary song

[Stuart Simpson @StuSimmo]

@Leon_Schreib My son’s old passport is showing on the system as an open application. Is there someone at home affairs who can assist me with marking the passports as collected?

[Win Smart, CFA @WinfieldSmart]

RIP Jim Simons
"I did a lot of math. I made a lot of money, and I gave almost all of it away. That's the story of my life."

[Stuart Simpson @StuSimmo]

@iamkoshiek Hey bro. Do you have kids? Great advice in theory, but not always practical.

[Gills @gpricey23]

2017, Rabada got a demerit for screaming "F#ck off"at Stokes
2018, Rabada got a demerit for screaming "Yes"at Warner
2020, Kagiso Rabada gets a demerit for screaming in Root's vicinity
2023 Robinson screaming "F#ck of you f#cking prick"at Khawaja is 100% okay with the ICC.

[Compounding Quality @QCompounding]

"If you bought the S&amp;P 500 at a P/E of 5.3x in 1917, and sold it in 1999 at a P/E of 34x, your annual return would have been 11.6%. Only 2.3% p.a. came from the massive increase in P/E. The rest of your return came from the companies’ earnings and reinvestments." - Terry Smith

[England Cricket @englandcricket]

One of the greatest of all-time.

A legend. A genius.

You changed Cricket.

RIP Shane Warne ❤️

[Pavilion Opinions @pavilionopinion]

ICC statement on Kohli stump mic rant: "After reviewing the audio and video we have decided to award three demerit points to Rabada for being in the ground when the incident occured."