@iaindunning@tracyalloway@TheStalwart Great talk. Not enough visible people in finance have deep experience with the AI power tools
As a power user, I feel extremely limited by context and see the case for 100x more. I've been long memory since last fall for this reason.
Do you have thoughts on the memory cycle?
@amasad@garybasin There is a big trade to be had as Wall st hasnโt caught up to this fact. They seem to think ANT is miles ahead of OAI.
Oracle, SoftBank, and others primed
To benefit
@peterwildeford Overrated. It was underrated when claude code came out and again in Nov/Dec.
They were far ahead in capabilities and growth took awhile to catch up to that fact.
Now OpenAI has come back to reach ~parity in offerings and I expect soon revenue
Canadian Prime Minister Mark Carney called for a โnew partnershipโ with the United States to โhelp make America great againโ https://t.co/r3qMc6qzpu
Up ~600% on these. the cope on @CNBC is hilarious.
If these guys are so smart, why didn't they buy in at $200 or $300? They need to eat some humble pie.
@fkronawitter1 This is an obvious level one take
The only interesting question comes when you balance it against growth in demand
We can get 2 OOM more efficient and still need 4 OOM more
Context is still quite the limiting factor and we're at ~1% agentic penetration
@BenBajarin Only by about 2 orders of magnitude
The insane things are:
A They think they're being bullish
B. > Half of the AI companies are bankrupt under their model
I got to "play" a world model in real life.
The @GoogleDeepMind folks set up a crazy demo for Genie.
You select glowing orbs to represent your scene and character. It loads the world in the model, and you navigate with joysticks like a video game ๐น๏ธ
@Austen@michalmalewicz Itโs honestly shocking to see how many likes it has
This stupidity will morph to socialism over time as they become bitter from being left behind
@dwarkesh_sp@Jesse_Livermore You are so close, but youโve come to the wrong conclusion
The powerful ARE intelligent in ways that are systematically misunderstood and underweighted
Trump is Einstein on some under appreciated axis of intelligence
Uncomfortable, but true nevertheless