Wayne C

Engineer, Machine Learning enthusiast, Equity Investor, Photographer, Husband and Father, a Penn State alumnus

[Wayne C @TranAsahi]

@ItsSelenaMaris @garyblack00 No, you guys do not understand. AI models don't improve linearly with data. At certain level, more data won't help your AI models on those edge cases. FSD needs a GPT moment in their fundamental model, but as of now, they are not there yet. No sure how long it will take though.

[Wayne C @TranAsahi]

@garyblack00 Very honest reviews on tsla stock. You are better than Dan Ives sometimes

[Wayne C @TranAsahi]

@ArthurMacwaters @elonmusk Claude specializes in coding, not a general AI reasoning and real time search.

[Wayne C @TranAsahi]

@garyblack00 Right now, FSD is effectively just a driver assistance feature. To justify its current valuation, Tesla needs a 'ChatGPT moment' where the system becomes robust enough for L4 and tsla assumes liability. Without this, FSD is merely a add-on, and the stock's multiples will compress

[Wayne C @TranAsahi]

@Independent_Mnd @elonmusk No. Law enforcement officers have the authority to neutralize imminent threats using all necessary means. They are enforcing federal law. USA is a rule of law society. How did you feel when Charlie Kirk was murdered? Hope you were angry and sad

[Wayne C @TranAsahi]

@cb_doge Grok is indeed strong in its base model, but its memory management and agentic reasoning are way behind gpt and Gemini. @elonmusk , you need a new direction for Grok.

[Wayne C @TranAsahi]

@JackBMontgomery @disclosetv Sad but true

[Wayne C @TranAsahi]

@onechancefreedm As a result, gold prices may not continue rising as strongly as in recent years, since central bank demand could level off and gold remains a volatile commodity

[Wayne C @TranAsahi]

@onechancefreedm Great analysis my friend. But The recent rapid buildup of gold reserves by central banks may simply be an effort to rebalance their portfolios to reach a target ratio relative to Treasury holdings. Once that target is met, gold purchases are likely to slow to a steady pace.

[Wayne C @TranAsahi]

@onechancefreedm @levenson_david Consistently learn new things and perspectives from your posts. Thanks for the insightful reply.

[Wayne C @TranAsahi]

@onechancefreedm @levenson_david Thanks a lot for the heads-up and great analysis. One of best macro economists on X. Thanks for the great post my friend.

[Wayne C @TranAsahi]

@onechancefreedm But most market strategists and analysts have raised their end year prediction on s&p 500. They believe the big beautiful bill, AI capex, and FED cuts are bullish on the market. The two streets are so diverging.

[Wayne C @TranAsahi]

@onechancefreedm But how does this bottom weakness wave in housing can propagate to the upper level ? Rich buyers have strong positions in inflated equity market and those institutes have soaring profits. Also, more PE ETFs are created with intention to raise more public money for those PE firms

[Wayne C @TranAsahi]

@onechancefreedm As always, I have learnt a lot from your posts. I was confused why European countries have risked losing their own civilization and culture by taking so many asylum migrants. Now I got it. Thanks my friend.

[Wayne C @TranAsahi]

@onechancefreedm Good point. Great insights my friend.

[Wayne C @TranAsahi]

@elonmusk @DrJimFan Can Webots not meet your requirements for a high fidelity world environment for humanoids?

[Wayne C @TranAsahi]

@cb_doge Elon has disclosed the true color of both Democratic and Republican. Politicians like burning the bridges.

[Wayne C @TranAsahi]

@onechancefreedm @BillAckman Great analysis. It was a good read to me. I wonder why no economists or strategists in Bloomberg business have ever discussed from this perspective. Thanks a lot for sharing.