Shane 💬

Tech • Markets • Systems • Contrarian Information

[Shane 💬 @Technimentals]

The AI Business Model:

Without permission, ingest enormous amounts of data created by others, process it, then sell access to it.

[Shane 💬 @Technimentals]

@BruceDennerline @Hot_Pepper76 Damn dude, I don’t think anyone can top this.

[Shane 💬 @Technimentals]

@srv_littlewing1 Yeah that would be quite the experience.

[Shane 💬 @Technimentals]

Rick Rubin, the iconic music producer, is looking for someone to teach him AI this summer.

The role includes living at his home in Tuscany, Italy and helping him with AI workflows, vibe coding, and creative experimentation.

[Shane 💬 @Technimentals]

@PaulGugAI Mine either.

[Shane 💬 @Technimentals]

@Nickym49 Never been, want to go.

[Shane 💬 @Technimentals]

@amooh001 Coffee (Done) ➜ Boxing Class ➜ Lunch ➜ Airport Pickup ➜ Chill

I like your list, though 👍

[Shane 💬 @Technimentals]

The AI Economy:

Supply increases, demand remains flat.

[Jen Zhu @jenzhuscott]

Massive output uptick due to agentic AI. Complete flat adoption.

[Shane 💬 @Technimentals]

@JasonTezos Monetization has distorted the incentives of the platform for the worse. That is an unpopular opinion, but true.

[Shane 💬 @Technimentals]

A snapshot of the biggest data center markets.

Northern Virginia had a 20 year head start, partially due to AOL being headquartered in Ashburn, Virginia.

[Shane 💬 @Technimentals]

@StreetLeague Skateboarding the Amalfi Coast 🤙

[Shane 💬 @Technimentals]

@leaving_tech Definitely did.

[Shane 💬 @Technimentals]

The market just had a nine week winning streak. That’s only happened two other times since 2000.

[Kalshi @Kalshi]

JUST IN: $1 trillion erased from stock market today

[Shane 💬 @Technimentals]

State backed regulatory moat and taxpayers carry the risk. Hopefully, this is not true.

[unusual_whales @unusual_whales]

BREAKING: Trump administration is discussing a possible government stake in OpenAI, per CNBC

[Shane 💬 @Technimentals]

Bitcoin’s volatility remains its most reliable feature.

[Gemini @Gemini]

JUST IN: Bitcoin quickly dropped below $60,000

[Shane 💬 @Technimentals]

@edzitron Oh wow 😮

[Shane 💬 @Technimentals]

Air Guitar 🎸 World Championships.

The finals are held in Finland 🇫🇮 every August.

Everything has a market.

[Shane 💬 @Technimentals]

@benCBai I agree, they do seem to be over building for consumer appreciations.

[Shane 💬 @Technimentals]

A geopolitical AI race is being used to justify the massive AI infrastructure buildout.

If the financial bottom falls out, expect the same argument to be used to try to justify a government bailout.

The market funds the upside. The taxpayer funds the downside.